Clio Probate Automation Workflow
This workflow automates death awareness, not judicial filings. Pull matters from Clio, attach watches to matter_display_number, and let 16,000+ sources monitored daily surface obituaries. Open the Clio integration →
Pair with Clio death verification workflow and probate death verification requirements. If you still search by hand, read Clio vs manual obituary search.
Frequently Asked Questions
QWhat does probate automation mean with Clio?
Not automating court filings—automating death detection: watches on client names, alerts on obituary matches, confirmation workflow, and export of audit logs back to Clio matters.
QHow does this differ from manual search?
Manual search is episodic; monitoring runs continuously across fragmented funeral home and newspaper sources. See Clio vs manual obituary search for a direct comparison.
QDo I still need death certificates?
Often yes for formal probate steps. Monitoring gets you to action faster; certificates satisfy many filing requirements.
Obituary timing (start here)
One guide covers how soon notices appear, real-world delays, weekends and holidays, and why your search can still be empty.
How long after death is an obituary posted? (1–7 days + delays) →Obituary search (start here)
One guide covers Google, databases, missing location or date, common names, why results are empty—and when monitoring beats daily searching.
How to find an obituary online (fastest way in 2026) →Obituary monitoring (solution)
One guide covers what monitoring is, how alerts work, email vs full coverage, nationwide vs local filters, and setting up automated monitoring for a name.
Obituary monitoring & alerts (get notified automatically) →