I will set up clio automation for law firm intake and client follow up


Level 1
About this gig
I help law firms set up Clio automation for client intake, email sequences, consultation reminders, and client updates.
If your team is still copying leads from forms, manually creating matters, sending the same messages, or reminding clients by hand, I can help you build a cleaner system.
I can help with:
- Clio intake automation
- Client email sequences
- Consultation reminders
- No show messages
- Matter stage client updates
- Lead capture forms
- Google Drive folder creation
- Gmail or Outlook notifications
- Zapier or Make automation
- MyCase or LEAP workflow support
This is ideal for solo attorneys, small law firms, intake teams, legal assistants, and law firm owners who want fewer missed leads and less manual admin work.
Please message me before ordering so I can review your current process and recommend the best setup.
Get to know Blessing A
Law Firm and Client Intake Automation Specialist
Level 1
- FromNigeria
- Member sinceSep 2023
- Avg. response time1 hour
- Last delivery6 days
Languages
English, Yoruba
My Portfolio
FAQ
Do you work with Clio?
Yes. I can help set up Clio-related automations for intake, follow up emails, reminders, client updates, matter creation, and notifications using tools like Zapier, Make, Gmail, Outlook, Google Forms, and Google Sheets.
Can you automate client follow up emails?
Yes. I can create workflows that send follow up emails after an intake form, consultation booking, no show, matter update, or other trigger based on your law firm process.
Do I need Zapier or Make?
Usually yes, depending on the workflow. If you are not sure which tool you need, message me first and I will recommend the simplest option for your setup.
Can you write the email templates?
Yes. I can help write simple professional email templates for intake follow up, consultation reminders, no show follow up, and client update emails.
Should I message you before ordering?
Yes. Please message me before placing an order so I can understand your workflow, confirm what is possible, and recommend the right package.
3 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
K kapnkoolace
Repeat Client

United States
Blessing is always great! She assist me with some automation for my law firm that has helped reduce the number of man hours required in each day.
$1,000-$1,500
Price
4 weeks
Duration
Helpful?K kapnkoolace
Repeat Client

United States
Blessing has been excellent, she put together a great automation page for my law firm!
$400-$600
Price
3 weeks
Duration
Helpful?M michealchriss

United States
Outstanding work. She clearly knows what she’s doing with automations. She set up my calendar events and reminders smoothly, and everything works exactly as intended. Communication was clear, delivery was fast, and professional. For the price, the value was exceptional. I would absolutely recommend her!
Up to $50
Price
1 day
Duration
Helpful?
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
K kapnkoolace
Repeat Client

United States
Blessing is always great! She assist me with some automation for my law firm that has helped reduce the number of man hours required in each day.
$1,000-$1,500
Price
4 weeks
Duration
Helpful?K kapnkoolace
Repeat Client

United States
Blessing has been excellent, she put together a great automation page for my law firm!
$400-$600
Price
3 weeks
Duration
Helpful?M michealchriss

United States
Outstanding work. She clearly knows what she’s doing with automations. She set up my calendar events and reminders smoothly, and everything works exactly as intended. Communication was clear, delivery was fast, and professional. For the price, the value was exceptional. I would absolutely recommend her!
Up to $50
Price
1 day
Duration
Helpful?

