Develop method to extract client name and contact info from online CRM for law firm into XML hotdocs file

  • 状态 完成的
  • 预算 $750 - $1500 USD
  • 总竞标 9

项目描述

Our law firm uses Clio to store client name and contact information. ([url removed, login to view]). The data is stored in the cloud. Clio has an API. [url removed, login to view] . 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.

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