Browse categories
Explore
Fiverr Pro
English
$
USD
I will mycase leap casepeer rocket matter bill4time neos tabs3 servemanager lead docket
Legal and Tax CRM Solutions Integration and Automation Expert
Hi, I'm Adeshina, a Legal and Tax CRM Integration and Automation Expert. I help law firms, tax preparers and accountants manage intake, cases, documents, deadlines and workflows. I work with SmartAdvo...
About this Gig
IS YOUR LAW FIRM STRUGGLING WITH CLIENT INTAKE, CASES, DEADLINES, BILLING, AND DAILY LEGAL WORK?
I help attorneys, law firms, and legal teams set up and optimize legal CRM and practice management systems to organize clients, manage matters, automate follow-ups, track deadlines, and improve case workflows.
I work with MyCase, LEAP, CASEpeer, Rocket Matter, Bill4Time, Neos, Tabs3, ServeManager, and Lead Docket, plus Clio, Filevine, Smokeball, PracticePanther, Lawmatics, Litify, CloudLex, LeanLaw, and many others.
MY SERVICES INCLUDE:
- Legal CRM Setup & Optimization
- Client Intake & Onboarding
- Lead & Case Management
- Matter & Case Pipeline Setup
- Court Date & Deadline Tracking
- Legal Document Management
- Case Pipeline & Matter Stage Setup
- Client Portal Setup
- Legal Billing & Time Tracking
- Invoice & Payment Workflows
- CRM Integration & Data Migration
- Dashboards & Reporting
- Law Firm Workflow Automation
WHY CLIENTS CHOOSE ME:
- Legal software experience
- Organized and reliable workflows
- Practical solutions for law firms
- Clear communication and attention to detail
- Focused on your firm's daily legal work.
READY TO GET YOUR LEGAL CRM WORKING BETTER?
MESSAGE ME NOW AND LET'S GET STARTED!
Software:
Other
Industry:
Business services & consulting
•
Legal
•
Software
FAQ
Can you set up my legal CRM and case management system?
Yes. I can configure MyCase, LEAP, CASEpeer, Rocket Matter, Neos, Clio, Filevine, Smokeball, and other legal software for clients, matters, cases, tasks, deadlines, and reporting.
Can you improve our legal client intake process?
Yes. I can set up lead capture, intake forms, consultation scheduling, client onboarding, document requests, lead qualification, and lead-to-case conversion using Lead Docket, MyCase, Lawmatics, Clio Grow, and similar platforms.
Can you organize cases and matters?
Absolutely. I can configure case pipelines, matter stages, case status tracking, assignments, court dates, legal deadlines, tasks, documents, and client communications.
Can you automate legal follow-ups?
Yes. I can create email and SMS follow-ups for new leads, consultations, missing documents, appointments, case updates, deadlines, invoices, and client communications.
Can you set up legal billing and time tracking?
Yes. I can configure legal time tracking, expenses, invoices, payment tracking, billing workflows, and payment follow-ups using Bill4Time, Rocket Matter, Tabs3, LeanLaw, MyCase, and related systems.
Can you manage documents and client portals?
Yes. I can organize legal documents, document requests, client portals, intake files, case documents, and approval workflows across platforms such as MyCase, LEAP, Neos, Clio, and Filevine.
Can you help with court dates and legal deadlines?
Yes. I can configure court-date tracking, deadline management, task assignments, reminders, milestone tracking, and automated notifications to help your team monitor important case dates.
Can you migrate my existing legal CRM data?
Yes. I can assist with CRM data migration for contacts, clients, matters, cases, documents, tasks, and relevant records when moving between legal practice management systems.
Can you integrate my legal software with other tools?
Yes. I can help configure supported integrations involving calendars, email, forms, billing, payments, documents, communication tools, and other business systems.
Can you create custom law-firm workflows?
Yes. I can build workflows for intake, lead conversion, case management, matter tracking, document collection, billing, deadlines, client follow-ups, task assignments, and reporting based on your firm's process.
