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I will set up and automate your clio grow to clio manage workflow
Blessing A
Level 2
About this gig
Your intake forms collect the data, but does it actually land in the right place in Clio Manage?
I set up and fix the Clio Grow to Clio Manage pipeline for law firms:
- Connect Grow intake forms to Manage matters
- Map every form answer to the correct custom field: client, property, billing, case style
- Create related contacts properly, so property managers and adjusters are real contacts, not text notes
- Configure file upload questions
- Clean up duplicate custom fields and broken field sets
- Test the full conversion end to end with test matters before anything goes live
Why firms choose me:
- Test mode first: nothing touches your live matters or real clients until you approve
- Every delivery includes a written test summary showing exactly what was verified
- I also work with MyCase, LEAP, MetLife Legal Plans, ARAG, and LegalShield workflows
Ideal for solo attorneys, small firms, intake teams, and legal ops staff tired of retyping form data into matters.
Message me before ordering so I can scope your current setup and recommend the right package.
Get to know Blessing A
Blessing A
Workflow Automation and API Integration Specialist
Level 2
- FromNigeria
- Member sinceSep 2023
- Avg. response time1 hour
- Last delivery1 day
Languages
English, Yoruba
I help businesses automate repetitive work and connect the tools they already use. I build workflows for lead intake, appointments, payments, e-signatures, CRM updates, email, calendars, documents, and reporting.
My core services include Make.com and Zapier automation, API integration, payment workflows, Google Workspace, Microsoft 365, CRM systems, DocuSign, and webhooks. I also repair broken automations, test each step, and document the system.
I support law firms, coaches, agencies, and service businesses with practical automation that saves time and reduces manual work.
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Other Software Development Services I Offer
FAQ
Do you need access to my Clio account?
Yes, a temporary user seat or an admin-supervised session. I document every change.
Will my clients see anything during setup?
No. Everything runs in test mode until you approve go-live.
My forms save contacts as plain text instead of real contacts. Can you fix that?
Yes, that's one of the most common issues I fix.
What do I get at delivery?
The working setup plus a written test summary of everything verified.
