I will automate Clio workflows, setup client portal, and legal CRM integrations
️Are you a law firm overwhelmed with manual processes in Clio?
Let me help you automate your Clio CRM, set up workflows, and create a seamless client experience so you can focus on winning cases, not chasing tasks.
Services I Provide:
- Clio Account Setup & Configuration
- Workflow Automation (Client intake, follow-ups, tasks)
- Client Portal Customization
- Online Intake Forms & E-signature Setup
- Document Templates & Auto-Fill Setup
- Integration with Zapier, Google Drive, Lawmatics, and More
- Data Migration from spreadsheets or other CRMs
- Legal CRM Optimization for Firm Efficiency
Why Choose Me?
- 3+ Years Experience in Legal Tech Automation
- ️ Specialized in Clio, Zapier, and CRM Workflows
- Fast Communication & Ongoing Support
- ⭐ 5-Star Quality Service Tailored to Your Law Firm's Needs
BONUS :
FREE Automation Blueprint PDF Get a personalized Clio Automation Plan tailored to your law firms workflow (Valued at $79)
Also includes: 5 Automation Hacks to Save 10+ Hours/Week in Clio an actionable guide to streamline your practice fast
Click Continue to automate Clio like a pro only 3 law firms accepted weekly!
Visit Gig