Develop method to extract client name and contact info from online CRM for law firm into XML hotdocs file
$750-1500 USD
Terminado
Publicado hace más de 7 años
$750-1500 USD
Pagado a la entrega
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.
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 discussion and finalize our budget and timeline. I will deliver in best possible way. Thank you.
Hi,
I have more than 14 years of XML/Excel/VBA exp and I am expert in this kind of work.
Please send me more details so that I can estimate cost and time better.
I have completed more than 290 projects.
Please look at the feedback left by my employers to know more about my work. Waiting for your positive response.
Thanks.
Hi Sir,
I am ready to work for you.I have experience in C/C++, python , java, PHP and, MySQL. please see some of my works also check my reviews you will get better idea about my skill.I deliver quality work within time frame. Please visit my profile once.
Thanks with regards,
Sandeep
Hi,
i can help you with this project, the idea is ether by using API or a new tool i will create in VB.NET to get the data and format it as the acceptable format for hotdocs software .