1.Detects internal review task completion
Integrate Clio and matter management data to detect internal review task completion and map completion details for the workbook update.
Update case master spreadsheet when team completes review
Automatically monitor internal review task updates across Clio, Formatter by Zapier, and Microsoft Excel. Update case review fields when internal review tasks complete, completion timestamps update, or task status becomes completeβso you can format dates, update the review stage, and keep teams aligned without manual spreadsheet updates.
How this automation updates your case review workbook
When an internal review task is marked complete, delays can leave case teams using outdated review info. This automation formats the completion date, finds the matching matter row, and updates the review stage in your master workbookβso your team sees current status without spreadsheet rework.
Clioor swap with your favorite app
2.Formats completion dates for sheets
Integrate Formatter by Zapier and date formatting to convert the completion timestamp to MMDDYYYY values for sheet-ready updates.
Formatter by Zapieror swap with your favorite app
3.Finds the matter row to update
Integrate Microsoft Excel and spreadsheet mapping tools to find the matching row by matter identifier for the update.
Microsoft Excelor swap with your favorite app
4.Updates review stage and dates
Integrate Microsoft Excel and spreadsheet updating to write review date, due date, and the configured review stage column.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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