Microsoft Excel + Clio Integration

Connect Microsoft Excel to Clio in 1 click

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Popular Microsoft Excel + Clio Workflows

When Contact is created in Clio, create Row in Microsoft Excel

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Create Clio contact for new Microsoft Excel row

Automatically creating Clio contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Clio company for new Microsoft Excel row

Microsoft Excel + Clio Integration

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When Row is created in Microsoft Excel > Check any condition > Create person contact in Clio

Microsoft Excel + Clio Integration

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Row is created in Microsoft Excel
Row is created or updated in Microsoft Excel
Row is created in table in Microsoft Excel
Worksheet is created in Microsoft Excel
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create row in Microsoft Excel
Update row in Microsoft Excel
Search row using column and value in Microsoft Excel
Create row in table in Microsoft Excel
Create worksheet in Microsoft Excel
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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Integrate Microsoft Excel & Clio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Microsoft Excel & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Microsoft Excel & Clio With 1100+ Other Apps

Excel is the best tool to make your calculations and data analysis easier. It is a powerful tool that provides you with the ability to manipulate and analyze large sets of data via simple functions and formulas.

See Microsoft Excel Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

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