Create rows in Microsoft Excel for new matters in Clio
Effortlessly track new matters from Clio by adding them directly to a designated Microsoft Excel spreadsheet. This workflow streamlines your data management process, ensuring that every time a new matter is created in the Clio app, an associated row is added to your Excel sheet. Keep your records up-to-date and easily accessible with this seamless automation.
Effortlessly track new matters from Clio by adding them directly to a designated Microsoft Excel spreadsheet. This workflow streamlines your data management process, ensuring that every time a new matter is created in the Clio app, an associated row is added to your Excel sheet. Keep your records up-to-date and easily accessible with this seamless automation.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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