m
marilyncreate

Marilyn

@marilyncreate

Legal CRM And Client Flow Specialist

Vereinigte Staaten
Italienisch, Deutsch, Französisch, Spanisch, Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Keeping track of legal clients, case details, follow ups, and new inquiries can become overwhelming without the right system A well organized legal CRM helps law firms manage client information, streamline intake, track communication, and reduce missed follow ups From CRM setup and contact organization to workflow management and client tracking, the goal is to make your daily operations simpler and more efficient Let's organize your legal client management process. Send me a message to discuss your needs... Mehr lesen

Kompetenzen

m
marilyncreate
Marilyn
offline • 

Meine Dienstleistungen

CRM-Management
I will setup and manage your docketwise immigration case management system
Ab10 $ / ProjektWeitere Details
CRM-Management
I will setup a complete clio system to manage your cases billing and clients
Ab20 $ / ProjektWeitere Details

Arbeitserfahrung

Self_Employed

Legal CRM Setup & Client Management Specialist

Self Employed • Selbstständig

Jul 2025 - Present • 1 yr 4 mos

Help legal professionals organize client records, configure CRM pipelines, manage contact databases, track inquiries, and structure follow-up processes for a more consistent client management experience. Copy job title

Self_employed / Freelance

Legal Client Intake & Workflow Coordinator

Self employed / Freelance • Freiberufler

Nov 2024 - Present • 2 yrs

Support client intake workflows, organize incoming leads, maintain accurate client information, monitor follow-up activities, and improve the flow of information throughout the client management process