Develop method to extract client name and contact info from online CRM for law firm into XML hotdocs file
$750-1500 USD
Paid on delivery
Our law firm uses Clio to store client name and contact information. ([login to view URL]). The data is stored in the cloud. Clio has an API. [login to view URL] . We need the client name and address and phone number and email and contact preference to be exported from the data in Clio. XML is a possible way to do this. The format it needs to be in is an XML file so we can use hotdocs and an anx file of the data to prodcue documents using that data. The hotdocs software is on our desktop computers and I believe it uses xml but the file name is .anx.
The data fields in Clio that we will need to grab are: First Name, Middle Name, Last Name
Street Address Line 1, Street Address, Line 2, City, State, Zipcode, Phone number, Alternate Phone number, e-mail address, preferred methods of communication.
Project ID: #12149455
About the project
Awarded to:
Hello, I have gone through the API reference details provided. Please let me know if you are interested Thanks, Sheik
7 freelancers are bidding on average $1014 for this job
Hello, I have read what you exactly need, however I would like to ask you a few questions. I do work smart and do not rest until I get the job done. Please feel free to ping me anytime so we can have a detailed discuss More