Viewing articles tagged 'clio'

How to send intake invites to existing contacts in Clio?

Eternal Pro integrates directly with Clio: Import from Clio to send intake forms to existing clients Import from Clio to create new digital estates for clients Synchronize client data back to...

How to sync client intake data to Clio?

Eternal Pro integrates directly with Clio: Import from Clio to send intake forms to existing clients Import from Clio to create new digital estates for clients Synchronize client data back to...