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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 online intake and automation specialist using clio filevine lawmatics mycase
Automatisierungen und Agenten
I will create n8n whatsapp chatbot automation workflow with api integration for busines
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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zuddyfirm
Wiederkehrender Kunde
Vereinigte Staaten
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?
zuddyfirm
Wiederkehrender Kunde
Vereinigte Staaten
Hilfreich?
hoppeyfirms
Vereinigte Staaten
Audit our entire firm CRMs and the website too and definitely came up with a great idea of not just reconfiguration but full customisation and new setup including Intake Forms Design, Automated Task and Workflows and a One-on-one support session. will definitely need him once again.
Antwort des Freelancers
Hilfreich?
zuddyfirm
Wiederkehrender Kunde
Vereinigte Staaten
Been looking for someone perfectly good at setting up my firm CallRail and Smith AI for converting our calls to LEAD in an instant while the data automatically exist in our Law firm Crm (CLIO & Mycase). Once again, if it concerns Legal services, leave it to HES.
Hilfreich?
zuddyfirm
Wiederkehrender Kunde
Vereinigte Staaten
Fast load, branded custom, quality graphics and copyright-free contents with seo just as promised. Always my number one legal service provider here on Fiverr.
Hilfreich?
