Keep court dates moving from the docket to Clio automatically.
LawPilots checks open matters for upcoming hearings and deadlines, compares them against the firm’s existing Clio calendar, and creates missing events while avoiding duplicate appointments.
How it works
Run
The calendar sync starts automatically on the configured daily schedule.
Read Open Matters
Use the Clio-connected workflow to identify matters currently in the open matter set.
Retrieve Court Events
Use the configured Docket Alarm workflow to retrieve available future hearings and deadline information for those matters.
Check Calendar
Compare the discovered court events with existing Clio calendar entries before creating anything new.
Create Missing Events
Add calendar entries for court events that are not already represented in the configured Clio calendar.
Calendar Sync Uses
Retrieve available docket details and surface the procedural context needed to decide whether a matter deserves deeper review.
Daily Hearing Sync
Find upcoming court hearings tied to open matters and create the missing events in Clio.
Scan open litigation matters each morning and sync available upcoming hearing dates.
Court Deadline Sync
Bring available future docket deadlines into the firm calendar alongside hearings and attorney appointments.
Identify future response or court deadlines and create missing Clio calendar entries.
Duplicate-Safe Daily Runs
Run the synchronization every day without repeatedly creating appointments that are already on the calendar.
Check the Clio calendar first; skip a court event when a matching appointment already exists.
Portfolio-Wide Litigation Sync
Apply the same calendar workflow across the configured open litigation matter portfolio.
Process all designated open matters in one scheduled synchronization cycle.
Multi-Attorney Calendar Operations
Standardize how court events enter Clio so attorneys are not individually responsible for every routine calendar update.
Centralize court-event synchronization into the firm’s configured calendar process.
Newly Updated Docket Coverage
Use the recurring daily workflow to bring newly available future event data into the next synchronization cycle.
When a future hearing appears in the configured docket source, compare it with Clio during the next run.
FAQs
Discover how LawPilots can automatically bring upcoming hearings and deadlines into Clio, check existing calendar entries, and create only what’s missing.
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