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Richard W
@ccrmflowsup
Your systems, set up right the first time
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Sobre mí
Hi, I’m Richard. Missed leads, slow replies and messy systems cost you clients, and I fix that. I set up law firm CRMs (Clio, MyCase, Filevine, Lawmatics) with intake automation, ManyChat and WATI flows for Instagram and WhatsApp with QuickBooks and Zapier, Zendesk, Gorgias, Freshdesk and Intercom helpdesks with AI replies, and Microsoft 365, Intune, Entra, Active Directory, SharePoint and Google Workspace.
Send me your goal, and I’ll reply with a clear plan today.
Habilidades
Richard W
desconectado •
Revisa mis servicios
Documentos y formato de plantillas
I will pandadoc, docusign, boldsign, xodo, box, docusign, signwell, foxit, esignature
Gestión de CRM
I will setup law firm crm clio grow mycase filevine lawmatics legal intake automation
