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English
$
USD
I will set up clio automation for law firm intake and client follow up
Blessing A
Level 1
5.0
5.0
About this gig
I help law firms automate Clio client intake, stage-based client emails, consultation reminders, and case updates, with everything tested safely before it ever reaches a real client.
If your team is copying leads from forms, manually creating matters, or reminding clients by hand, I will build you a cleaner system inside the tools you already use.
What I set up:
- Clio Grow to Clio Manage intake automation and field mapping
- Matter stage email automation: court dates, case reviews, follow-ups
- Consultation reminders and no-show messages
- Related contacts, custom fields, and field set cleanup
- Google Calendar sync for hearings and deadlines
- Zapier, Make, and Apps Script automation
- MyCase, LEAP, MetLife Legal Plans, ARAG, and LegalShield workflows
Why firms choose me:
- Test mode first: TEST labels and a test inbox, so nothing reaches a client until you approve
- A written test summary with every delivery
Ideal for solo attorneys, small firms, intake teams, and law firm owners who want fewer missed leads and less manual admin.
Message me before ordering so I can review your process and recommend the right package.
Get to know Blessing A
Blessing A
Law Firm Intake and Clio Automation Specialist
Level 1
- FromNigeria
- Member sinceSep 2023
- Avg. response time1 hour
- Last delivery4 days
Languages
English, Yoruba
I help law firms streamline intake, follow-ups, CRM updates, document tracking, payment workflows, and legal plan admin for matters from platforms like MetLife Legal Plans, ARAG, LegalShield, Clio, MyCase, LEAP, Google Workspace, Zapier, Make, Apps Script, and AI tools. If your team is copying data manually, missing follow-ups, or juggling too many systems, message me and I’ll map what can be automated safely.
My Portfolio
FAQ
Do you need access to my Clio account?
Yes, a temporary user seat or an admin-supervised session. I document every change I make.
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.
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
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| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
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?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
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?
