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Hes
@attorneynfirm
Level 2
Legal case management crm expert ! Legal Intake Specialist
Vereinigte Staaten
Spanisch, Niederländisch, Deutsch
Über mich
I help law firms streamline operations through Legal CRM implementation, migration, and workflow automation. I specialize in Clio Manage & Grow, Filevine, Lawmatics, MyCase, and PracticePanther, building efficient intake systems, custom fields, document templates, API integrations, AI workflows, and secure data migrations. My goal is to help legal teams save time, improve client experience, and scale with reliable, automated systems.
Kompetenzen
Hes
25 $/Stunde
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will be law firm intake and automation specialist with clio filevine lawmatics mycase
WordPress
I will build a lead to client lawyer attorney notary law firm website with intake forms
Möchtest du auf Stundenbasis arbeiten?
Erzähle Hes, was du brauchst.
25 $
/
StundePortfolio
Arbeitserfahrung
Legal Case Management Software Setup/Configuration
The Edgett Law Firm • Freiberufler
Feb 2026 - Mar 2026 • 1 mo
Law Firm CRM integration from Lawmatic to Mycase plus intake form creation.
Mycase Setup - Intake Form Design + Custom Fields & Automated Workflow Setup
SERREEN LAW GROUP
Jan 2026 - Feb 2026 • 1 mo
Foundational Workflow Build (PI + Criminal) What’s included: • Design and implementation of a Personal Injury workflow (intake through resolution) • Design and implementation of a Criminal matter workflow • Task templates with automatic triggers (so tasks generate themselves) • Core document / DocGen templates where appropriate • Intake-ready setup so you can confidently begin accepting new clients • Testing using your existing cases to make sure everything works as intended
Filevine Current Setup Audit And Automated Workflow Setup
April Injury Law • Freiberufler
Dec 2025 - Dec 2025 • 0 mos
• A full audit of your current workflows, sections, custom fields, and doc gen setup • Identification of inefficiencies, redundancies, and missed automation opportunities • Recommendations for how to streamline your PI case lifecycle — from intake to demand to litigation • A written outline of the improvements I would implement, including sample automation logic where relevant AND IMPLEMENTATIONS.
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atlanta0215
Vereinigte Staaten
We are now partners in Tech ! Great guy and exceptional at his craft ! highly recommend for all matters n8n and lovable !
50 $-100 $
Preis
4 Tagen
Dauer
Hilfreich?
michaelsudman
Vereinigte Staaten
Laufende Zusammenarbeit
I like working with Hes. I am still trying to implement his work in my system. I am confident with his help we will make all of the modifications to my Clio program.
Hilfreich?
michaelsudman
Vereinigte Staaten
Laufende Zusammenarbeit
Although we are just getting to know each other, he is easy to work with and we both are trying to understand better what the objectives of the project are.
Hilfreich?
zuddyfirm
Vereinigte Staaten
Laufende Zusammenarbeit
I am a fan for a while now and i try other sellers here offering same service but HES is just exceptional, he handled the automated intake workflow together and had every single tasks automated. will always recommend him and use.
Hilfreich?
jeffbarulich
Vereinigte Staaten
Very much available when needed and helped with what I need in my Clio enviornment!
Hilfreich?
