Create Application for Clio via Zoho
Budget: $250 – $750 USD
Need someone familiar with Clio (the legal CRM) to create an app for us. App will pull from designated field(s) in Clio, run through our Zoho-built ChatGPT application, then place output in new custom fields in Clio.
I don’t have any layout in mind and don’t actually use Clio myself. This can be a function within a standard screen, or a module within Clio. I’m open to ideas on layout and design.
At this point, software can, after someone signs up for our subscription service via Clio module:
1. pull data from 1-5 designated fields in Clio.
2. String together into a GPT prompt with a prefix we designate.
3. Run through our Zoho subscription
4. Deduct credits from user account
5. Place results from GPT in a new Clio field.
I don’t have any layout in mind and don’t actually use Clio myself. This can be a function within a standard screen, or a module within Clio. I’m open to ideas on layout and design.
At this point, software can, after someone signs up for our subscription service via Clio module:
1. pull data from 1-5 designated fields in Clio.
2. String together into a GPT prompt with a prefix we designate.
3. Run through our Zoho subscription
4. Deduct credits from user account
5. Place results from GPT in a new Clio field.