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.