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.
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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.
1
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.
2
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.
3
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?
More about Clio:
Triggers when receive subscription
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
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