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I will setup clio mycase rocket matter meruscase timelingo resibuild clientjoy workflow
CRM Automation Creator Email Systems Specialist
Hello there and welcome to my workspace! My name is Mallen Kay I build automation systems that turn scattered tools into revenue machines. Two specialties: dealer-to-customer automation (automotive, r...
About this Gig
Need help setting up a legal CRM, practice-management system, or client workflow?
I help law firms, attorneys, legal teams, consultants, and service businesses configure their CRM and workflow systems for smoother client intake, matter management, task tracking, follow-ups, and daily operations.
WHAT I OFFER
- CRM ACCOUNT SETUP
- CLIENT INTAKE WORKFLOWS
- MATTER MANAGEMENT
- LEAD PIPELINE SETUP
- TASK & DEADLINE SETUP
- CUSTOM WORKFLOW AUTOMATION
- CLIENT COMMUNICATION
- DOCUMENT WORKFLOWS
- TIME TRACKING SETUP
- REPORTING & DASHBOARDS
I can help you launch a new system, clean up an existing account, or restructure your current workflow around how your team actually operates. The goal is to reduce missed follow-ups, duplicate work, scattered client information, and unnecessary administrative tasks.
I ALSO WORK WITH
Clio, MyCase, Rocket Matter, MerusCase, TimeLingo, ResiBuild, Clientjoy, and other CRM, legal-tech, client-management, and workflow platforms.
MESSAGE ME BEFORE ORDERING with your platform, current setup, and the workflow you want to build so I can recommend the right configuration.
Software:
Clio
Industry:
Business services & consulting
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E-Commerce
•
Software
Other Software Management Services I Offer
FAQ
Can you work with an existing CRM account?
Yes. I can configure a new account or reorganize an existing setup without rebuilding everything from scratch.
Can you create custom workflows?
Yes. I can build workflows around your client intake, lead management, matter processes, tasks, follow-ups, and internal operations.
Can you migrate or restructure an existing workflow?
Yes. I can help organize existing data, fields, pipelines, workflows, and processes where the platform supports the required functionality.
Do you work with platforms not listed in the title?
Yes. I also work with other CRM, legal-tech, client-management, automation, and workflow platforms. Message me with the platform name before ordering.
an you connect multiple tools together?
Yes, where integrations or automation tools support the required connection. I can assess the workflow and recommend the appropriate integration approach.
