I will automate filevine, mycase, lawmatics, clio billing, filevine lawmatics perfectly
Let Us Boost Your Sales Together
About this Gig
Are you struggling with manual tasks, missed follow-ups, or inefficient workflows in your legal practice? Im here to help you fix that.
I specialize in setting up and automating legal CRMs including Filevine, MyCase, Lawmatics, and Clio, so you can save time, stay organized, and focus on what really mattersyour clients.
With my expertise, I will streamline your entire workflow by automating client intake, follow-ups, billing, and communication. Whether you're starting from scratch or improving an existing system, I'll build a setup that works smoothly and efficiently for your firm.
What I Can Do For You:
- Full CRM setup (Filevine, MyCase, Lawmatics, Clio)
- Client intake and pipeline automation
- Workflow and task automation
- Integration between your tools for seamless operations
I don't just set things up. I build systems that help you scale, reduce errors, and improve client experience.
Why Work With Me:
- 7+ years of CRM and automation experience
- Deep understanding of legal workflows
- Clean, organized, and scalable system setup
If you're ready to automate your legal processes and run a more efficient firm, send me a message and let's get started.
Software:
Clio
Industry:
Cyber security
•
Financial services
•
Legal
My Portfolio
FAQ
What types of tools do you work with?
I specialize in optimizing and automating workflows using Monday, HoneyBook, Asana, ClickUp, and Airtable. If you use any of these platforms, I can help streamline and enhance your processes.
What does a customized dashboard include?
A customized dashboard provides a clear, visual overview of your key metrics, tasks, and project status. It’s designed to give you actionable insights at a glance, tailored to your specific needs and goals.
How does workflow automation benefit my team?
Automation reduces the time spent on repetitive tasks by setting up automated workflows for things like task assignments, reminders, and status updates. This helps your team stay focused on high-priority work and boosts overall efficiency.
Can you integrate these tools with other software we use?
Yes, I can integrate your Monday, HoneyBook, Asana, ClickUp, and Airtable systems with other software to ensure seamless data flow and coordination across all your tools.
How long does it take to set up workflows and automations?
The setup time depends on the complexity of your requirements and the tools involved. Typically, it ranges from a few days to a week. I’ll provide a detailed timeline once I understand your specific needs.
16 reviews for this Gig
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| (1) | ||
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| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C clintonhealth1

United States
Noah was fantastic to work with! I had an urgent issue with my GoHighLevel chatbot not showing on my site, and he jumped right in, quickly figured out the problem, and got it fixed the same day. He explained what caused the error, tested everything on desktop and mobile, and even gave me tips to avoid...
Up to $50
Price
1 day
Duration
Helpful?A 
astoneebricks

United States
I was stressed out when my GoHighLevel calendar disappeared right in the middle of running ads. Leads were coming in but no one could book. Noah jumped in right away, fixed the issue, and even tested everything to make sure my CRM was capturing calls again. What I liked most was how Noah kept me updated...
Up to $50
Price
1 day
Duration
Helpful?J jasonsteeves

United States
Overall, Noah did a good job, and I am satisfied with his work. Once completed, he provided a detailed summary of the work he did for me and with suggestions for next steps. He responded well during the project, although at times it seemed delayed. I would have appreciated a better assessment process...
$400-$600
Price
8 days
Duration
Helpful?T 
tonyports
Repeat Client

United States
Noah handled my 30-day win-back automation setup in GoHighLevel, and I’m really happy with how it turned out. He set up both SMS and email with the right logic and fallback paths, so nothing slips through. Everything was tested, working properly, and delivered without any back-and-forth. Super efficient...
Up to $50
Price
2 days
Duration
Helpful?T 
tonyports
Repeat Client

United States
Noah did a fantastic job setting up my GoHighLevel abandoned cart automation! He built a 1-hour reminder sequence via both SMS and email that’s now running smoothly, and he went above and beyond by completely rebuilding and optimising the entire Shopify workflow. He even included smart fallback paths...
Up to $50
Price
3 days
Duration
Helpful?
16 reviews for this Gig
| (14) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C clintonhealth1

United States
Noah was fantastic to work with! I had an urgent issue with my GoHighLevel chatbot not showing on my site, and he jumped right in, quickly figured out the problem, and got it fixed the same day. He explained what caused the error, tested everything on desktop and mobile, and even gave me tips to avoid...
Up to $50
Price
1 day
Duration
Helpful?A 
astoneebricks

United States
I was stressed out when my GoHighLevel calendar disappeared right in the middle of running ads. Leads were coming in but no one could book. Noah jumped in right away, fixed the issue, and even tested everything to make sure my CRM was capturing calls again. What I liked most was how Noah kept me updated...
Up to $50
Price
1 day
Duration
Helpful?J jasonsteeves

United States
Overall, Noah did a good job, and I am satisfied with his work. Once completed, he provided a detailed summary of the work he did for me and with suggestions for next steps. He responded well during the project, although at times it seemed delayed. I would have appreciated a better assessment process...
$400-$600
Price
8 days
Duration
Helpful?T 
tonyports
Repeat Client

United States
Noah handled my 30-day win-back automation setup in GoHighLevel, and I’m really happy with how it turned out. He set up both SMS and email with the right logic and fallback paths, so nothing slips through. Everything was tested, working properly, and delivered without any back-and-forth. Super efficient...
Up to $50
Price
2 days
Duration
Helpful?T 
tonyports
Repeat Client

United States
Noah did a fantastic job setting up my GoHighLevel abandoned cart automation! He built a 1-hour reminder sequence via both SMS and email that’s now running smoothly, and he went above and beyond by completely rebuilding and optimising the entire Shopify workflow. He even included smart fallback paths...
Up to $50
Price
3 days
Duration
Helpful?
