I will automate clio intake and client follow up for your law firm


Level 2
1 order in queue
About this gig
I help law firms automate Clio intake, follow-up, reminders and matter workflows so fewer leads and client updates are missed.
I can configure:
Clio Grow and Clio Manage intake workflows
Contact and matter field mapping
Stage-based client emails and reminders
Consultation and no-show follow-up
Matter updates, court-date reminders and calendar connections
Clio connections with forms, email, Google Workspace, Zapier or Make
Every workflow is tested with controlled test records before it is used with real client information. Your delivery includes a clear summary of what was configured, what was tested and any remaining account-dependent steps.
This service is designed for solo attorneys, small law firms and intake teams that want a dependable Clio workflow without unnecessary manual work.
Message me with your current process and desired outcome before ordering so I can confirm the correct package.
Get to know Blessing A
Workflow Automation and API Integration Specialist
Level 2
- FromNigeria
- Member sinceSep 2023
- Avg. response time1 hour
- Last delivery1 day
Languages
English, Yoruba
My Portfolio
Other Software Development Services I Offer
FAQ
Do you need access to my Clio account?
Yes, a temporary user seat or an admin-supervised session. I document every change I make.
Can you automate client follow up emails?
Yes. I can create workflows that send follow up emails after an intake form, consultation booking, no show, matter update, or other trigger based on your law firm process.
Do I need Zapier or Make?
Usually yes, depending on the workflow. If you are not sure which tool you need, message me first and I will recommend the simplest option for your setup.
Can you write the email templates?
Yes. I can help write simple professional email templates for intake follow up, consultation reminders, no show follow up, and client update emails.
Should I message you before ordering?
Yes. Please message me before placing an order so I can understand your workflow, confirm what is possible, and recommend the right package.
4 reviews for this Gig
| (4) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D donnie1019

United States
Working with Blessing was a great experience. She completed the order exactly as I requested and was able to educate me about the process along the way. I look forward to working with her again!
$200-$400
Price
3 days
Duration
Helpful?K kapnkoolace

United States
Ongoing collaborationBlessing is always great! She assist me with some automation for my law firm that has helped reduce the number of man hours required in each day.
$1,000-$2,500
Price
4 weeks
Duration
Helpful?K kapnkoolace

United States
Ongoing collaborationBlessing has been excellent, she put together a great automation page for my law firm!
$400-$600
Price
3 weeks
Duration
Helpful?M michealchriss

United States
Outstanding work. She clearly knows what she’s doing with automations. She set up my calendar events and reminders smoothly, and everything works exactly as intended. Communication was clear, delivery was fast, and professional. For the price, the value was exceptional. I would absolutely recommend her!
$50
Price
1 day
Duration
Helpful?
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D donnie1019

United States
Working with Blessing was a great experience. She completed the order exactly as I requested and was able to educate me about the process along the way. I look forward to working with her again!
$200-$400
Price
3 days
Duration
Helpful?K kapnkoolace

United States
Ongoing collaborationBlessing is always great! She assist me with some automation for my law firm that has helped reduce the number of man hours required in each day.
$1,000-$2,500
Price
4 weeks
Duration
Helpful?K kapnkoolace

United States
Ongoing collaborationBlessing has been excellent, she put together a great automation page for my law firm!
$400-$600
Price
3 weeks
Duration
Helpful?M michealchriss

United States
Outstanding work. She clearly knows what she’s doing with automations. She set up my calendar events and reminders smoothly, and everything works exactly as intended. Communication was clear, delivery was fast, and professional. For the price, the value was exceptional. I would absolutely recommend her!
$50
Price
1 day
Duration
Helpful?

