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Get Started FreeTriggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Select a tool to perform verification or enrichment
Creates a new ActivityDescription.
Triggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Select a tool to perform verification or enrichment
Creates a new ActivityDescription.
Choose uProc as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Clio as the action app from the list.
Connect your Clio account & authenticate it.
Select the data you want to send from uProc to Clio & your AI Agent is ready!
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.
Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
The integration between uProc and Clio is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating uProc with Clio, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the uProc-Clio integration:
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