Connect Evolio integrations
Administer your law firm's case files, client contacts, and court registries by integrating Evolio with Make. Connecting this legal system to our workflow automation tool lets you instantly track court deadlines, update physical entities, and log billable hours in real time. Sign up today to activate your first automated case pipeline.
Evolio
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Evolio
Automate Your Legal Workflows: Evolio and Make Integrations
Connect Evolio with your daily tools using Make. Automate client intake, sync billing data, secure your document backups, and get instant team notifications to optimize your legal firm.
Automated Client Intake
Automatically create new legal files in Evolio the moment a client fills out an intake form or signs a contract.
Secure Document Backups
Automatically back up your legal files from Evolio to secure cloud storage platforms like Google Drive or SharePoint.
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Effortless Billing Sync
Instantly send Evolio work reports and financial data to your accounting software to keep your books updated without manual entry.
Instant Team Notifications
Alert your team in Slack or Microsoft Teams whenever a new task is assigned or a case timeline is updated in Evolio.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.