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$
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I will setup clio mycase practicepanther smokeball leap actionstep amberlo drivetrain
About this Gig
Is your law firm stuck with the wrong setup, manual intake or messy billing?
I configure and migrate your practice management software around how your firm works, so matters, clients, deadlines and invoices run smoothly.
WHAT I BUILD:
- law firm practice management
- legal case management
- legal CRM setup
- Clio setup
- MyCase setup
- PracticePanther setup
- Smokeball setup
- LEAP setup
- Actionstep setup
- Amberlo setup
- Drivetrain setup
- client intake automation
- matter management
- time tracking and billing
- trust accounting settings
- document automation
- calendar and deadline tracking
- client portal setup
- task and workflow automation
- user roles and permissions
- reports and dashboards
- data migration
- software switch and migration
- Zapier integration
- training and documentation
PLATFORMS I INTEGRATE:
- Clio
- MyCase
- PracticePanther
- Smokeball
- LEAP
- Actionstep
- Amberlo
- Drivetrain
- Zapier
- Outlook
- Google Calendar
- DocuSign
- QuickBooks
- Xero
- LawPay
- Microsoft 365
- Calendly
Message me first with your firm size, practice area and software so I can confirm scope. Order now and let's get your firm organized!
Software:
Freshsales
My Portfolio
FAQ
PLATFORMS I INTEGRATE
Clio Grow, Clio Manage, Clio Draft, 8am LawPay, 8am CASEpeer, Docketwise, Lawmatics, Filevine, Litify, Legistify, CosmoLex, Rocket Matter, Zola Suite, Amicus Attorney, Tabs3, PCLaw, Needles, MerusCase, LegalTrek, Captorra, LeadDocket,
PLATFORMS I INTEGRATE
MerusCase, LegalTrek, Captorra, LeadDocket, Lexicata, Law Ruler, Assembly Neos, CARET Legal, Intaker, LawMaster, Actionstep Legal Accounting, Leap Legal Software, Smokeball Bill, Smokeball Archie, NetDocuments, iManage, SharePoint, Dropbox, Box, Google Drive, OneDrive, DocuSign
PLATFORMS I INTEGRATE
MerusCase, LegalTrek, Captorra, LeadDocket, Lexicata, Law Ruler, Assembly Neos, CARET Legal, Intaker, LawMaster, Actionstep Legal Accounting, Leap Legal Software, Smokeball Bill, Smokeball Archie, NetDocuments, iManage, SharePoint, Dropbox, Box, Google Drive, OneDrive, DocuSign
PLATFORMS I INTEGRATE
DocuSign, Adobe Sign, Dropbox Sign, PandaDoc, Zapier, Make, n8n, Gmail, Outlook, Google Calendar, Acuity Scheduling, Zoom, Microsoft Teams, Slack, Stripe, QuickBooks, MYOB, FreshBooks, Wave, HubSpot, Asana, monday.com, ClickUp, Wrike, Trello, Notion, Airtable, Smartsheet, Typeform, Jotform
PLATFORMS I INTEGRATE
Microsoft Teams, Slack, Stripe, QuickBooks, MYOB, FreshBooks, Wave, HubSpot, Asana, monday.com, ClickUp, Wrike, Trello, Notion, Airtable, Smartsheet, Typeform, Jotform, Google Forms, Ruby Receptionists, Smith.ai, Twilio, WhatsApp
