CabinPanda-CabinPanda and Clio Integration

CabinPanda and Clio Integration

CabinPanda-CabinPanda and Clio Integration

clio is a practice management tool that makes lawyers work more effectively by making activities such as monitoring time, handling cases, and invoice creation easier to do.

Try now

Let’s integrate

With the CabinPanda and Clio, you can:

Let's get you started with Cabinpanda and Clio integration. You will be able to send your submission data from CabinPanda to Clio.

More 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.

What you need?
  • CabinPanda account

  • Zapier account (It's Free)

  • Clio account

Step by step guide

We will walk you through the steps of integrating with CabinPanda.

Create your CabinPanda account
Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.
Go to the integrations section of CabinPanda
Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.
Select Clio and click connect
Select the Clio app and click connect for integration. This will enable integration through Zapier.

Get to know Clio

Legal research, like any other consulting-type career, has deadlines, assignments that need to be completed, and time on work that needs monitoring.there are expenses to monitor, records to manage and internal communications that require quick access for everybody on the team.But most notably there are records that need to be monitored.Each court case arrives with numerous records, each of which will be arranged in the right place so that you can find it again.Reams of paper can exist, but you'll still want a digital copyâĢĶand nowadays, the most relevant documents will be digital anyhow, either backups of emails or sample documents you've produced yourself.

How it works?

CabinPanda Logo
More about Clio:

Triggers when receive subscription

New Contact

Triggers when a new contact is created.

New Task

Triggers when a new task is created.

New Bill

Triggers when a new bill is created.

New Calendar Entry

Triggers when a new calendar entry is created.

New Document

Triggers when a new document is created.

New Matter Note

Triggers when a new matter note is created.

New Matter

Triggers when a new matter is created.

New Activity

Triggers when a new activity is created.

Bill State Updated

Triggers when the state of a bill has changed.

New Communication

Triggers when a new communication is created.

Matter Status Updated

Triggers when the status of a matter has changed.

Task Status Updated

Triggers when the status of a task has changed.

12 Zapier actions

Try CabinPanda

Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses

Get started