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Clio + Google Sheets

Create multiple spreadsheet rows in Google Sheets for every new matter in Clio

Boost efficiency with this automation that activates when a new matter arises in Clio. The workflow immediately generates multiple rows in Google Sheets, allowing you to effectively track and manage all essential data. This seamless integration makes law practice management effortless, streamlining your processes so you can spend more time on crucial case work.

Boost efficiency with this automation that activates when a new matter arises in Clio. The workflow immediately generates multiple rows in Google Sheets, allowing you to effectively track and manage all essential data. This seamless integration makes law practice management effortless, streamlining your processes so you can spend more time on crucial case work.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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