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$
USD
Hes
@attorneynfirm
Level 2
Legal case management crm expert ! Legal Intake Specialist
United States
Spanish, Dutch, German
About me
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.
Skills
Hes
$25/hour
Offline •
Average response time: 1 hour
See my services
CRM Management
I will be law firm intake and automation specialist with clio filevine lawmatics mycase
Automations & Agents
I will create n8n whatsapp chatbot automation workflow with api integration for busines
Want to work on an hourly basis?
Tell Hes what you need.
$25
/
hourPortfolio
Work experience
Legal Case Management Software Setup/Configuration
The Edgett Law Firm • Freelance
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 • Freelance
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.
16 Reviews
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Rating Breakdown
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- Quality of delivery
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1-5 out of 16 Reviews
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atlanta0215
United States
We are now partners in Tech ! Great guy and exceptional at his craft ! highly recommend for all matters n8n and lovable !
$50-$100
Price
4 days
Duration
Helpful?
zuddyfirm
United States
Ongoing collaboration
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.
Helpful?
michaelsudman
United States
I look forward to working with Hes in the future.
$50-$100
Price
4 days
Duration
Helpful?
zuddyfirm
United States
Ongoing collaboration
Helpful?
hoppeyfirms
United States
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.
Seller's Response
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