Organize new activities in Clio by adding rows in Microsoft Excel
Effortlessly track new legal activities using this Clio and Microsoft Excel connection. Each time new activity surfaces in Clio, this workflow promptly adds a row in an Excel spreadsheet for efficient recording. This automatic data transfer spares you the burden of manual entry, promoting streamlined record-keeping and bolstered productivity.
Effortlessly track new legal activities using this Clio and Microsoft Excel connection. Each time new activity surfaces in Clio, this workflow promptly adds a row in an Excel spreadsheet for efficient recording. This automatic data transfer spares you the burden of manual entry, promoting streamlined record-keeping and bolstered productivity.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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