EZAutomate for Clio
Description: If you can imagine, EZAutomate can make it happen. EZAutomate gives you endless possibilities to automate your business processes.
- Automatically email documents to parties.
- Fetch matter related data from the state's court system and update custom attribute in Clio
- Fix 100s of documents residing in Clio that have errors
- Generate billing report for past 1 month and automatically email partners of the company
- Read Gmail and extract all the documents and put in a folder based on the sender or receiver or both
- Send reminders to clients about important dates stored in custom attribute in Clio
- Convert Clio documents to PDFs
- Make PDF documents in Clio Text Searchable
- Integrate Clio with HubSpot, Trello, Jira or any other third party web applications
Configuration & Install: Contact US
Pricing: $29 to $49 / Month . Contact us with your requirements for exact pricing