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crm_techpr

Peter T

@crm_techpr

Legal CRM Specialist Workflow Automation Client Intake Data Migration

United States
English, French, German, Spanish
About me
I specialize in legal CRM setup, workflow automation, client intake, and data migration for law firms and legal professionals. I work with platforms including Smokeball, Lawcus, PerfectLaw, Zola Suite, Legal Files, MerusCase, HoudiniEsq, Assembly, Neos, Caret, SmartAdvocate, CASEpeer, Filevine, Actionstep, CosmoLex, and HotDocs. My focus is building organized intake systems, configuring workflows, managing CRM data, automating repetitive processes, and supporting smooth legal technology transitions. I deliver structured, detail-focused solutions designed around each firm's workflow.... Read more

Skills

c
crm_techpr
Peter T
Offline • 

See my services

CRM Management
I will setup zola suite actionstep cosmolex legal crm hotdocs client intake workflow
From$15 / projectMore details
CRM Management
I will configure smartadvocate casepeer filevine legal CRM intake workflow automation
From$15 / projectMore details

Work experience

Freelancer.com

Legal CRM & Workflow Specialist

Freelancer.com • Freelance

Sep 2026 - Present • 0 mos

Provide legal technology and CRM workflow support for law firms and legal professionals. Focus on legal CRM configuration, client intake workflows, workflow automation, data organization, CRM migration, lead management, case and matter workflows, and document automation. Work with legal technology platforms to help organize processes, improve workflow efficiency, automate repetitive administrative tasks, and support structured data transitions. Projects are customized around each firm's existing processes, software environment, and operational requirements.