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I will integrate clio lawpay and quickbooks dropbox netdocuments microsoft 365 mycase
CRM and Business Tool Integration Specialist
I'm Damilare, and I connect CRMs, calling tools, and business apps so your data moves on its own, no manual re-entry, no missed leads. I've built integrations across Podio, Thryv, Aircall, JustCall, K...
Über diesen Service
Your team retypes the same client and payment details into Clio, QuickBooks, and a shared drive, and something still goes missing at month-end.
I connect Clio, LawPay, QuickBooks, Dropbox, NetDocuments, Microsoft 365, and MyCase so each matter, payment, and file stays linked without hand copying.
Built for solo attorneys and small firms that want billing, trust deposits, and documents in sync.
You go from scattered tabs to one connected workflow you can rely on.
Here's what my service includes:
- Clio sync
- LawPay payments
- QuickBooks mapping
- Invoice matching
- Trust deposits
- Matter folders
- Document filing
- Deadline calendars
- Client records
- Error alerts
- Duplicate cleanup
- Access permissions
- Dry runs
- Video walkthrough
- Staff handoff
Platforms I work with:
Clio Manage · Clio Grow · LawPay · QuickBooks Online · Dropbox · NetDocuments · Microsoft 365 · MyCase · Outlook · OneDrive · SharePoint · Microsoft Teams · Zapier · Make · Xero · Gmail · Google Drive · DocuSign · Calendly · Zoom
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Clio
Branche:
Finanzdienstleistungen
•
Recht
FAQ
What result will I get?
I link Clio, LawPay, and QuickBooks so a payment taken in LawPay lands on the right matter and posts to the right ledger automatically. Your staff stops retyping amounts, month-end matches on the first pass, and you always see who paid what and when. No double entry.
Who is this for?
This fits solo attorneys and small firms running Clio or MyCase who bill through LawPay and keep books in QuickBooks. If you juggle client files across Dropbox, NetDocuments, or Microsoft 365, I connect those too, so every matter has one home. Files never go missing.
Why choose the Premium package?
Premium covers the whole stack: billing, trust payments, accounting, and document storage wired together, with filing rules, error alerts, written docs, and end-to-end testing. It also includes 7 days of support so your team can ask questions after go-live. Ask away.
What exactly gets configured?
I map clients, matters, invoices, and payments between Clio and QuickBooks, set LawPay to separate operating from trust deposits, and configure folder creation and permissions. Every rule is tested on a dummy matter before it touches your real data. No bad surprises.
Do you cover other platforms?
Yes. Besides the core tools I also connect Outlook, OneDrive, SharePoint, Google Drive, Xero, Zapier, and Make. If your firm uses another practice or billing tool, message me the name and your goal, and I will confirm whether it fits before you order. Ask me anytime.
