I will setup clio account automation clio manage desk, lawmatics client intake form

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daniel3_terry
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daniel3_terry
Daniel

About this gig

Are you tired of wasting time on manual client intake, scheduling, or case updates in your law firm? Many legal practices struggle with inefficiency because their Clio Manage, Clio Grow or Lawmatics accounts arent properly automated. This leads to missed follow-ups, poor client experience, and lost billable hours.


I specialize in Clio automation and Lawmatics integrations to help law firms streamline their workflow. From custom client intake forms to automated reminders, client portals and CRM workflows. Ill set up a system that saves time and ensures every client touchpoint is seamless.


What I offer?

  • Clio Manage & Lawmatics automation setup
  • ️ Custom client intake form integration
  • ️ Automated client communication and reminders
  • ️ Client portal setup for better experience
  • ️ CRM workflows to keep cases organized
  • ️ Integration with MyCase, Zapier or other tools


Stop juggling manual tasks. Let me help you build a professional, automated client management system so your firm runs smoothly and clients stay happy.


Message me today and lets optimize your legal workflow!

Get to know Daniel

Daniel

make com automating, Clio Manage, Clio Grow, and client portals for ma

  • FromUnited States
  • Member sinceAug 2025
  • Avg. response time1 hour
  • Languages

    English, Spanish
I help law firms streamline their operations by setting up and make com automating, Clio Manage, Clio Grow, and client portals for maximum efficiency. With expertise in legal CRM management and workflow automation, I design tailored systems that save time, reduce administrative errors, and create a seamless experience for clients and staff. From account setup, data migration, and workflow automation to document management, billing integration, and third-party app connections (Zapier, Outlook, Google Workspace, Slack, QuickBooks & more).