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Clio + Google Sheets

Clio + Google Sheets

Clio + Google Sheets integrations

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

Keep your legal matters organized by instantly updating your Google Sheets whenever there's a new matter note in Clio. With this workflow, every new note you add in Clio can create multiple rows in your chosen Google Sheets spreadsheet, ensuring all relevant data is captured and easily accessible in one place. No more manual entry or juggling between platforms, giving you more time to focus on your legal work.

  1. When this happens...
    New Matter Note
    New Matter Note
    New Matter NoteTriggers when a new matter note is created.
  2. automatically do this!
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet RowsCreate one or more new rows in a specific spreadsheet (with line item support).
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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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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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