Automation · · 7 min read
How do I automate document collection from clients?
Portals, email or forms: how to collect client documents without chasing, with per-item tracking and reminders that stop as soon as the file arrives.
Read article →Articles
Straight answers on integration and automation
The questions owners and operations leads ask us before they connect their tools, answered in plain English. New articles every week.
Integration guides · · 6 min read
How do I connect Microsoft 365 to HubSpot?
What HubSpot's Outlook, calendar, Teams and contacts integrations cover, why Microsoft 365 shared mailboxes cannot connect, and how firms work around it.
Read article →Tool comparisons · · 5 min read
Outlook or Gmail: which works better with a CRM for a 20 person firm?
Both work with HubSpot, Clio and Karbon. The real differences are add-in support, shared inbox limits and the rest of your stack. A practical comparison.
Read article →Automation · · 6 min read
How do I automate client onboarding for an accounting firm?
A step-by-step onboarding flow for accounting firms: proposal and engagement letter, document requests with reminders, and Xero or QuickBooks setup.
Read article →Automation · · 6 min read
What happens to Power Automate flows and Zaps when an employee leaves?
What Zapier, Power Automate and Make do with a departing employee's automations and connections, and the offboarding steps that keep them running.
Read article →Integration guides · · 7 min read
How do I create a Xero invoice automatically when a HubSpot deal is won?
Three ways to turn a closed won HubSpot deal into a Xero invoice, what each needs, and the checks that stop duplicate contacts and wrong line items.
Read article →Tool comparisons · · 6 min read
Clio Accounting vs QuickBooks Online vs Xero for a small law firm
Which ledger suits a small law firm on Clio: Clio Accounting, QuickBooks Online or Xero, who reconciles trust in each, and what your accountant will need.
Read article →Automation · · 6 min read
Is Power Automate covered by Microsoft's HIPAA BAA?
Microsoft's BAA lists Power Automate cloud flows, but connectors to non-Microsoft apps and desktop flows need separate checks. What clinics should verify.
Read article →Integration guides · · 6 min read
What is system integration for a professional services firm?
What system integration means for a law, accounting, clinic or consulting firm: which records to connect first, the three ways to do it and what to check.
Read article →Costs and planning · · 6 min read
How much does Zapier cost for a team? Tasks, AI steps and overages explained
Zapier's Team plan, what counts as a task, how AI steps multiply usage, and what happens when you go over, with a method to estimate your monthly bill.
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