I will configure docketwise everlaw smartadvocate servermanager clio mycase filevine
About this Gig
Legal Cases Falling Behind?
Need help configuring Docketwise, Everlaw, SmartAdvocate, ServerManager, Clio, MyCase, or Filevine? I can help organize case records, configure matter workflows, arrange document management, and set up tasks and deadlines based on your firm's requirements.
Here's what my service includes:
- Case Configuration
- Matter Setup
- Client Intake
- Document Organization
- Task Templates
- Deadline Tracking
- Case Statuses
- User Permissions
- Calendar Setup
- Intake Forms
- Workflow Rules
- Report Setup
- Data Import
- Integration Testing
- Setup Documentation
CRM Platforms I Work With:
Clio · MyCase · Filevine · Docketwise · SmartAdvocate · PracticePanther · Rocket Matter · Smokeball · CARET Legal · CosmoLex · Lawmatics · Litify · CASEpeer · LEAP · INSZoom · LawLogix · Filevine Intake · Neos · Actionstep · MerusCase
Other Platforms: Everlaw · ServerManager · Microsoft 365 · Outlook · Google Calendar · Dropbox · DocuSign · Zapier · Google Drive · QuickBooks
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Industry:
Business services & consulting
•
Legal
•
Software
Software:
Airtable