Update rows in Microsoft Excel when matter status gets updated in Clio
Stay on top of your case management with this helpful workflow. When a case status is updated in Clio, a new row will be instantly added to your designated Microsoft Excel spreadsheet. This seamless integration ensures a real-time reflection of your case proceedings, saving you time on manual data entry, and allowing you to focus on providing top-notch legal services.
Stay on top of your case management with this helpful workflow. When a case status is updated in Clio, a new row will be instantly added to your designated Microsoft Excel spreadsheet. This seamless integration ensures a real-time reflection of your case proceedings, saving you time on manual data entry, and allowing you to focus on providing top-notch legal services.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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