David F Johnson

Legal Practice Management & CRM Systems Consultant

Lawmatics • Freelance

Aug 2026 - Sep 2026 • 1 mo

Lead consultant specializing in legal practice management system setup, migration, and automation for solo attorneys, small firms, and legal teams. Configure and optimize platforms including Clio, MyCase, PracticePanther, Filevine, Smokeball, Litify, Lawmatics, and Zoho CRM covering account setup, trust accounting and billing configuration, client intake automation, document workflows, and staff training. Recently completed a full Clio Manage implementation for a solo-practice attorney, including trust accounting setup, billing configuration, and end-to-end staff training — delivered across structured milestones to ensure accuracy at every stage of a system that directly touches client funds. Beyond legal CRM, built a broader automation and systems practice covering GoHighLevel (GHL) configuration, SaaS platform onboarding, and marketing automation giving legal clients a consultant who understands both compliance-sensitive practice management software and the marketing/intake systems that feed it. Known for careful, detail-first handling of sensitive financial data (trust accounts, billing), clear client communication, and fast, accurate CRM migrations with minimal disruption to active caseloads.

CRM & Automation Specialist

Bentwood Inn LLC • Freelance

Aug 2026 - Aug 2026 • 0 mos

Designed and mapped a complete hospitality reservation, guest management, payment, and communication automation workflow for a hotel operation. Worked with Mews as the core PMS and operational source of truth while evaluating Akia for guest communication and GoHighLevel as the CRM and automation layer. Mapped the end-to-end guest journey from guest information collection and room assignment through reservation confirmation, 50% deposit collection, card-on-file processing, payment status tracking, pre-arrival communication, check-in, check-out, and post-stay follow-up. Developed workflow logic for group reservations, spreadsheet-based guest lists, rate-plan-based payment requirements, automated guest notifications, payment reminders, extension requests, and guest status tracking. Structured statuses including Guest Added, Reservation Created, Payment Pending, Paid, Pre-Arrival, Checked In, Checked Out, and Post-Stay. Also evaluated integration requirements involving Mews, Akia, GoHighLevel, Make/Zapier, and potential API connections, while identifying areas requiring verification of Mews API permissions and payment triggers before full implementation. The project focused on reducing repetitive manual administration, improving operational visibility, and creating a scalable hospitality automation architecture.

Legal CRM & Practice Management Systems Consultant

Lawyers

Apr 2026 - Jun 2026 • 2 mos

Specialized legal technology consultant focused exclusively on CRM and practice management system setup for law firms and solo attorneys. Expert-level configuration across Clio, MyCase, PracticePanther, Filevine, Smokeball, Litify, Lawmatics, and Zoho CRM handling everything from initial account setup to full-scale migrations between platforms. Core services include: Clio Manage setup and trust accounting configuration, MyCase client portal and billing setup, PracticePanther workflow and automation builds, Filevine matter management configuration, Smokeball document automation setup, Litify Salesforce-based CRM implementation, Lawmatics intake and marketing automation setup, and Zoho CRM customization for legal workflows. Recently delivered a complete Clio Manage implementation for a solo-practice attorney trust accounting setup, billing configuration, and staff training executed in structured milestones to protect the accuracy of client-fund-related data. Comfortable working across Clio, MyCase, PracticePanther, Filevine, Smokeball, Litify, Lawmatics, and Zoho CRM interchangeably, migrating firms between systems with minimal disruption to active caseloads. Trusted for precision on compliance sensitive setups (trust accounting, billing, client intake) where errors carry real consequences.