The goal of this project is to create an Airtable Send To Clio button that when triggered takes the leads data and if they are Retained creates a Clio Contact, Clio Matter, and Clio Activity all linked together with the data and if Not Retained then creates a Clio Activity tied to the matter Hepworth &.Associates-06270-Hepworth Unbillables - Consults
Eli Weldon
Akash Joshi
Need to create 2 new fields in the
Paid Consults
Interface that will send a time entry along with the consult notes to the Clio matter "Hepworth &.Associates-06270-Hepworth Unbillables - Consults".The time entry should include: Client Name, Phone, Email, Consultation Notes, Retainer Status (if applicable), Retainer Link (if applicable), Retainer Amount (if applicable), Consultation Fee (200 or 350).
THEN:
If Retained Status is "Yes" then I want the the process to continue by building a contact and matter in Clio using all available fields in the Paid Consults lead record.//////Help me brainstorm this a bit more. This is the general idea. I need you to think it through in more detail.
Project Outline
What are the problems we hope to solve with this project?
- Need retained clients to automatically get added with information pre-populated in clio
What are the Goals to create in order to solve the problems?
- Create Send To Clio button and action type
- Need to associate matter types in airtable to matter id in clio
- Need to associate responsible attorney in airtable to attorney id in clio
Based on the problems and goals summarize what the project hopes to accomplish: (once outlined add it to the Summary property in notion)
The goal of this project is to create an airtable automation script that when triggered takes the leads data and creates a Clio Contact and Clio Matter with it.
Goals & Deliverables
Create Send To Clio button and action type
Goal Planning Tasklist
Tasks , add task detailsDeliverables
- Create an airtable script that creates a Clio Contact and Clio Matter tied to the contact using the leads values
- Save all Clio Practice Areas into Matter Types table, overriding current values, store name and ID. ID is requried to be able to create a Clio Matter
- Create new Attorneys table in Airtable with attorney name and Clio Attorney ID. ID is required to be able to create a Clio Matter
- Create airtable button in leads table called “Send To Clio” that triggers script
- Create airtable task type “Automated Send To Clio” that triggers script
Tasklist - Research / Outline / Client Question
- Figure out how to pull in clio matter categories into matter types db
Tasklist - Final
- (1.5 hour) Create an airtable script that creates a Clio Contact based on specifc lead’s details and mark as client
- (1.5 hour) Create an airtable script that creates a Clio Matter based on specifc lead’s details and use the client ID generated above
- (1 hour) Get all the Clio Practice Areas data via API and save locally
- (0.5 hours) Upload the “Clio Practice Areas” data into Matter Types table, overriding current values, store name and ID
- (2 hour) Create new Attorneys table in Airtable with attorney name and Clio Attorney ID. ID is required to be able to create a Clio Matter
- (1 hour) Create an airtable button in leads table labelled “Send To Clio” that triggers script created above to create Clio Contact and Matter
- (1 hour) Create an airtable task type named “Automated Send To Clio” that triggers script created above to create Clio Contact and Matter
- (1.5 hours) Test the airtable script and steps of the project with a few instances and fix any issues found during unit testing
- (0.5 hours) Create a new airtable field To Create In Clio that has an option of Retained - Billable Activity, Contact, Matter and Not Retained - Unbillable Activity
- (0.5 hour) Create an activity and attached it to a predefined Matter when “Not Retained” is selected in “To Create In Clio” field when “Send To Clio” button is clicked