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Clio + Google Sheets

Clio + Google Sheets

Clio + Google Sheets integrations

Create new matters in Clio from new rows in Google Sheets

Manage your legal matters more efficiently with this convenient workflow. Whenever there's a new entry in your Google Sheets spreadsheet, it will create a new matter in Clio, saving you time and reducing manual data entry. This is ideal for legal professionals who are looking for quick and easy ways to streamline their case management process.

  1. When this happens...
    New Spreadsheet Row
    New Spreadsheet Row
    New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
  2. automatically do this!
    Create Matter
    Create Matter
    Create MatterCreates a new matter.
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More things you can do with Google Sheets and Clio

Discover other triggers and actions you can use with Google Sheets and Clio

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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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.
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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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