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Hes
@attorneynfirm
Level 2
Legal case management crm expert ! Legal Intake Specialist
Estados Unidos
Español, Holandés, Alemán
Sobre mí
I help law firms streamline operations through Legal CRM implementation, migration, and workflow automation. I specialize in Clio Manage & Grow, Filevine, Lawmatics, MyCase, and PracticePanther, building efficient intake systems, custom fields, document templates, API integrations, AI workflows, and secure data migrations. My goal is to help legal teams save time, improve client experience, and scale with reliable, automated systems.
Habilidades
Hes
USD 25/hora
desconectado •
Tiempo medio de respuesta: 1 hora
Revisa mis servicios
Gestión de CRM
I will be online intake and automation specialist using clio filevine lawmatics mycase
Automatizaciones y agentes
I will create n8n whatsapp chatbot automation workflow with api integration for busines
¿Quieres trabajar por horas?
Dile a Hes qué necesitas.
USD 25
/
horaPorfolio
Experiencia laboral
Legal Case Management Software Setup/Configuration
The Edgett Law Firm • Freelance
Feb 2026 - Mar 2026 • 1 mo
Law Firm CRM integration from Lawmatic to Mycase plus intake form creation.
Mycase Setup - Intake Form Design + Custom Fields & Automated Workflow Setup
SERREEN LAW GROUP
Jan 2026 - Feb 2026 • 1 mo
Foundational Workflow Build (PI + Criminal) What’s included: • Design and implementation of a Personal Injury workflow (intake through resolution) • Design and implementation of a Criminal matter workflow • Task templates with automatic triggers (so tasks generate themselves) • Core document / DocGen templates where appropriate • Intake-ready setup so you can confidently begin accepting new clients • Testing using your existing cases to make sure everything works as intended
Filevine Current Setup Audit And Automated Workflow Setup
April Injury Law • Freelance
Dec 2025 - Dec 2025 • 0 mos
• A full audit of your current workflows, sections, custom fields, and doc gen setup • Identification of inefficiencies, redundancies, and missed automation opportunities • Recommendations for how to streamline your PI case lifecycle — from intake to demand to litigation • A written outline of the improvements I would implement, including sample automation logic where relevant AND IMPLEMENTATIONS.
14 Reseñas
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