Create rows in Microsoft Excel for new matters in Clio
Stay organized and keep track of new matters in your law practice by connecting Clio and Microsoft Excel. With this workflow, every time a new matter is created in Clio, a new row will be added to your specified Microsoft Excel table, ensuring that your data stays up-to-date without any manual data entry. Enjoy a more efficient and streamlined process for managing information on your cases.
Stay organized and keep track of new matters in your law practice by connecting Clio and Microsoft Excel. With this workflow, every time a new matter is created in Clio, a new row will be added to your specified Microsoft Excel table, ensuring that your data stays up-to-date without any manual data entry. Enjoy a more efficient and streamlined process for managing information on your cases.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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