I will audit and optimize your clio, lawmatics or law firm automation setup


Level 1
About this gig
Paying for Clio or Lawmatics but still doing things by hand?
Most law firms use only about 30% of what their software can do. The rest turns into retyping client details, chasing paperwork, and staff hours lost every week.
I'll review how a case actually moves through your firm, from first call to final invoice, and show you exactly where time is being wasted and what to automate first.
What you get:
A clear map of your intake-to-billing process
What's working, what's unused, and what's set up wrong
Gaps between your tools (Clio, Lawmatics, PandaDoc, Zapier, Make, Google Workspace)
Where data is entered twice or at risk
A step-by-step plan ranked by hours saved
Quick wins you can apply this week
No tech knowledge needed. I explain everything in plain English.
Safe for your practice:
- Read-only access or a screen-share is enough
- Nothing changes without your approval
- Your daily work isn't disrupted
Supported: Clio Manage, Clio Grow, Lawmatics, PracticePanther
Not sure which package fits? Message me with the tools you use and I'll point you to the right one.
Get to know Fiza Fatima
AI Automation and Intake Agents for Law Firms Clio, Lawmatics, RAG
Level 1
- FromPakistan
- Member sinceApr 2026
- Avg. response time1 hour
- Last delivery1 week
Languages
English
My Portfolio
FAQ
Do I need to be technical to work with you?
No. You just walk me through how a typical case moves in your firm. I handle the technical side and explain everything in plain English.
Do you need admin access to our systems?
No. Read-only access or a screen-share is enough for the audit. Admin access is only needed for the Premium package, where I set up automations for you.
Will this disrupt our daily work?
No. The audit only observes how things work. Nothing is changed unless you choose Premium, and even then, only with your approval.
Which software do you work with?
Clio Manage, Clio Grow, Lawmatics, and PracticePanther, plus connected tools like PandaDoc, Google Workspace, Zapier, and Make.

