I will set up and automate your clio grow to clio manage workflow

B
blessinganthon
B
blessinganthon
Blessing A

Level 1

set up and automate your clio grow to clio manage workflow
Full Screen
set up and automate your clio grow to clio manage workflow
Full Screen
Full Screen
set up and automate your clio grow to clio manage workflowset up and automate your clio grow to clio manage workflowset up and automate your clio grow to clio manage workflow

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.

  • Expertise

    • Databases
    • Other

  • Programming language

    • JavaScript

Get to know Blessing A

Blessing A

Automation and Integration Specialist, APIs, Payments, Clio

5.0(12)

Level 1

  • FromNigeria
  • Member sinceSep 2023
  • Avg. response time1 hour
  • Last delivery3 weeks

  • Languages

    English, Yoruba
I design, build, repair, test, and document business automations and integrations. I connect payments, Clio, CRMs, Google Workspace, Microsoft 365, forms, calendars, Zapier, Make, n8n, APIs, and webhooks. My work replaces repetitive data entry, missed payments, disconnected records, inconsistent onboarding, and unreliable reporting. Experience includes automation across 71 matter stages in six practice areas, synchronizing thousands of matters with calendars, Microsoft Graph reminders, and Stripe payment pipelines.

My Portfolio

Related tags