Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup clio mycase filevine casepeer practicepanther lawmatic law CRM automation
About this Gig
Running a law firm on Clio, MyCase, Filevine, CasePeer, or PracticePanther but still tracking clients and deadlines by hand?
I build law firm CRM automation that connects your practice management software to intake forms, email, calendars, and billing, so client intake, case updates, and follow ups run without a spreadsheet.
WHAT YOU GET:
- Clio, MyCase, Filevine, CasePeer, or PracticePanther setup and cleanup
- Lawmatics intake automation from website forms or referrals
- Automated client intake, conflict checks, and case creation
- Calendar sync for court dates, deadlines, and appointments
- Automated email or SMS updates for case status changes
- Billing and invoice sync tied to case milestones
- Document routing and e signature workflow setup
- Full testing plus a video walkthrough
TOOLS I WORK WITH: Clio, MyCase, Filevine, CasePeer, PracticePanther, Lawmatics, Zapier, Make.com, n8n, Calendly, Google Workspace, DocuSign, Mailchimp, and QuickBooks.
I have built these systems for solo attorneys, small firms, and legal intake teams that needed client intake and case tracking handled without extra admin staff.
Order or message me now and let's transform your firms intake and case management.
Software:
Zoho
My Portfolio
FAQ
Which legal CRM platforms do you support?
I specialize in Clio, MyCase, PracticePanther, CasePeer, Filevine, and Lawmatics. If your firm uses a different platform, message me before ordering to confirm compatibility.
How do you handle client confidentiality during setup?
I work within your existing CRM environment using only the access needed to configure the system. I do not access, copy, or store any client case data. You can revoke access immediately after delivery.
Can you build a custom client intake form that feeds directly into the CRM?
Yes. I build intake forms (using Clio Grow, Lawmatics, JotForm, or Typeform) that automatically create contacts, matters, and tasks in your CRM the moment a prospective client submits their information.
Can you automate follow-up emails after a consultation?
Absolutely. I set up automated email and SMS sequences that trigger after intake form submission, consultation scheduling, or any pipeline stage change, so no lead goes uncontacted.
Do you set up Clio for solo attorneys as well as larger firms?
Yes — I work with solo practitioners, boutique firms, and multi-attorney practices. The setup is tailored to your firm's practice areas, case volume, and workflow, not a one-size-fits-all template.
Can Lawmatics work alongside my existing practice software?
Yes, Lawmatics handles intake and referral tracking while your case data stays inside Clio, MyCase, or whichever tool you use.
Can you connect a tool that isn't on your list?
Message me first with the tool name, if it has an API or a Zapier or Make.com connector, I can likely include it.
Will clients get automatic updates on their case status?
Yes, automated email or SMS updates can go out whenever a case status changes, so clients stay informed without calls.
