Let's get you started with Cabinpanda and Clio integration. You will be able to send your submission data from CabinPanda to 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.
Zapier account (It's Free)
We will walk you through the steps of integrating with CabinPanda.
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.
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 the Clio app and click connect for integration. This will enable integration through Zapier.
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.
Triggers when receive subscription
Triggers when a new contact is created.
Triggers when a new task is created.
Triggers when a new bill is created.
Triggers when a new calendar entry is created.
Triggers when a new document is created.
Triggers when a new matter note is created.
Triggers when a new matter is created.
Triggers when a new activity is created.
Triggers when the state of a bill has changed.
Triggers when a new communication is created.
Triggers when the status of a matter has changed.
Triggers when the status of a task has changed.
12 Zapier actions