Loopboard for Excel

## Summary

> Open, edit, and synchronize Loopboard data tables directly from Microsoft Excel.

---

## Description

```html id="m81qpt"

Loopboard for Excel allows users to open, edit, and synchronize Loopboard data tables directly from Microsoft Excel, using a familiar and flexible environment for structured data management.

Loopboard is a LegalTech platform focused on document workflow automation and operational process management for law firms, notaries, and administrative teams.

In many operational processes, document data extraction generates tabular information that later requires review, calculations, validation, or manual adjustments before continuing through the workflow.

The Excel add-in simplifies this process by allowing teams to work with information directly as a spreadsheet, leveraging Microsoft Excel’s native capabilities to analyze and modify data quickly and efficiently.

Main use cases include:

• Reviewing data extracted from documents
• Validating and correcting structured information
• Performing calculations and analysis on data tables
• Bulk updating records
• Operational processing of document-related information

With Loopboard for Excel, teams can work with large volumes of information in a more comfortable and productive way while maintaining synchronization with workflows and operational processes inside Loopboard.

Important information: Use of this add-in requires an active Loopboard account and a valid Loopboard subscription. Certain features may depend on the subscribed plan and additional modules enabled within the platform.