Create Billage accounts from new Clio contacts
Effortlessly manage your client accounts with this seamless integration between Clio and Billage. When a new contact is added in Clio, an account will be created in Billage, simplifying your client onboarding process. Save time and stay organized by automating the connection between your legal practice management and accounting software systems.
Effortlessly manage your client accounts with this seamless integration between Clio and Billage. When a new contact is added in Clio, an account will be created in Billage, simplifying your client onboarding process. Save time and stay organized by automating the connection between your legal practice management and accounting software systems.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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