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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.

Let’s integrate

Let's get you started with Clio integration. It's super easy!

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.

What you need?

  • CabinPanda account
  • Zapier account (It's Free)
  • Clio account

More about Clio:

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.

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 Gmail 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, eith...
  • When receive submission
    Triggers when receive subscription
  • Create Matter
    Creates a new matter.
  • Create Task
    Creates a new task.
  • Update Company Contact
    Updates an existing company contact.
  • Create Communication
    Creates a new communication.
  • Create Expense Entry (Activity)
    Creates a new expense entry.
  • Create Matter Note
    Creates a new matter note.
  • Update Person Contact
    Updates an existing person contact.
  • Update Task
    Updates a task.
  • Create Person Contact
    Creates a person contact.
  • Assign Task Template List
    Assign a Task Template List.
  • Create Calendar Entry
    Creates a new calendar entry.
  • Create Company Contact
    Creates a company contact.
  • Create Matter Folder
    Creates a new folder in a matter.
  • Create Time Entry (Activity)
    Creates a new time entry.
  • Update Matter
    Update an existing matter.
  • Upload Document to Matter
    Upload document to matter.
16 Clio Actions

Try CabinPanda

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