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I will setup and automate clio CRM for law firms with lawmatics and mycase
CRM AND AUTOMATION EXPERT
Hello, I'm Sarah, a skilled website designer, project manager, email marketer, and social media manager. With my years of experience, you can depend solely on me to provide exquisite and prompt servic...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Is your law firm's Clio setup incomplete, difficult to manage, or still dependent on manual intake and follow-ups?
I help law firms set up and automate Clio CRM, Clio Grow, Clio Manage, Lawmatics, and MyCase so leads, client intake, follow-ups, onboarding, and case workflows are organized in one system.
I can help with:
- Clio CRM setup and customization
- Clio Grow & Clio Manage
- Client intake forms and lead pipelines
- Automated follow-ups, tasks and reminders
- Lawmatics and MyCase workflows
- CRM migration and data organization
- Zapier, Make and n8n integrations
- Client portals and legal workflow automation
Whether you're starting with a new CRM or fixing an existing setup, I'll configure the workflow around how your law firm actually operatesnot just install the software.
Send me a message today to get started
Industry:
Legal
•
Real estate
Software:
Clio
My Portfolio
Other Software Management Services I Offer
FAQ
My law firm is getting leads, but we're still tracking everything manually. Can you fix this?
Yes. I can set up Clio CRM workflows that organize new leads, intake, follow-ups, consultations, tasks, and client onboarding so your team isn't relying on spreadsheets, sticky notes, or manual reminders.
We already have Clio, but our setup feels disorganized. Can you clean it up?
Yes. I can review your existing Clio setup and reorganize the relevant contacts, matters, custom fields, pipelines, templates, workflows, and automations around how your law firm actually operates.
We're losing track of leads after someone submits an intake form. Can you automate the process?
Yes. I can connect your intake process to Clio and create workflows for lead capture, qualification, consultation scheduling, follow-ups, tasks, and client onboarding so fewer leads fall through the cracks.
We use Clio Grow and Clio Manage, but our intake-to-client process is still manual. Can you connect the workflow?
Yes. I can configure Clio Grow and Clio Manage to create a more organized flow from prospective client intake through consultation, onboarding, and matter management, based on your firm's process.
We're using Lawmatics, MyCase, Filevine, or another legal CRM and want to move to Clio. Can you help?
Yes. I can help plan and configure the transition from platforms such as Lawmatics, MyCase, Filevine, Law Ruler, CosmoLex, or other legal CRMs, including data organization and workflow setup where the required migration options are available.
Our staff keeps forgetting follow-ups, tasks, and client reminders. Can you automate those?
Yes. I can create Clio workflows and integrations that trigger tasks, reminders, notifications, emails, and other actions based on your firm's processes, reducing repetitive manual follow-up.
We have several tools but they don't communicate with each other. Can you connect them?
Yes. I can help connect Clio with tools such as Lawmatics, MyCase, forms, email, calendars, Make, Zapier, or n8n where supported, so information can move between systems without unnecessary manual entry.
Our client intake process is slow and requires too much back-and-forth. Can you improve it?
Yes. I can build or configure intake forms and workflows that collect the right information upfront and route it into the appropriate CRM process, helping your team spend less time chasing basic client information.
We already have a legal CRM but don't know if it's set up correctly. Can you review it before we rebuild anything?
Yes. I can review your existing setup, identify workflow or configuration issues, and recommend what should be cleaned up, automated, integrated, or rebuilt before making unnecessary changes.
Can you build the CRM around our law firm's actual workflow instead of giving us a basic setup?
Yes. That's the approach I take. I'll work from your firm's existing intake, lead management, client onboarding, case/matter, follow-up, and reporting processes and configure the CRM around those requirements rather than applying a generic setup.
