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Fiverr Pro
English
$
USD
I will setup migrate and automate docketwise clio and lawmatics CRM
CRM Automation AI Solutions Websites and Sales Funnels Expert
Hello I'm REGINA, I help businesses and organizations build powerful
I specialize in CRM setup, migration, and workflow automation for law firms, agencies, and growing businesses. Expert in GoHighLev...
About this Gig
5 years of experience and 50+ successfully completed projects I've helped businesses improve their digital workflows. I'm new to Fiverr after a friend introduced me to the platform, but I've worked with clients on other freelance platforms. To welcome my first 20 Fiverr clients, I'm offering a special 10% discount
What I can help you with:
I specialize in legal practice management software, CRM setup, and workflow automation for law firms and immigration practices.
- Software Setup: Smokeball, Clio, MyCase, Lawmatics, PracticePanther, CasePeer, Filevine, and more.
- Legal CRM: Organize contacts, leads, client records, and follow-ups.
- Workflow Automation: Streamline client intake, reminders, task assignments, and routine processes.
- Data Migration: Help transfer and organize supported data between platforms.
- Integrations: Connect compatible tools using Zapier, Make, and available integrations.
- Immigration Workflows: Organize intake forms, document collection, and case tracking.
- Training & Support: Receive clear guidance to help your team use the system confidently
My process starts with understanding your current workflow, identifying improvements, implementing the agreed Message me
Software:
HubSpot
Industry:
Other
My Portfolio
FAQ
Which legal software do you support?
I can help with platforms such as Clio, Smokeball, Lawmatics, MyCase, PracticePanther, CasePeer, Filevine, and other compatible tools. Please message me with your specific platform.
Can you set up Clio Manage and Clio Grow?
Yes, depending on your requirements. I can help configure supported features, organize client intake, and improve workflows across your legal CRM tools.
Can you automate client intake for my law firm?
Yes. I can help streamline inquiry forms, lead tracking, follow-up reminders, and task assignments using the features available in your software.
Do you work with immigration law firms?
Yes. I can help organize immigration client intake, document collection, case tracking, and administrative workflows. Legal decisions and advice remain your responsibility.
Can you migrate data from one legal CRM to another?
Yes, if both platforms support the required export and import process. I'll review your source and destination systems before confirming the scope.
Can you integrate Zapier or Make with my legal software?
Yes, where compatible integrations or APIs are available. I'll confirm the required triggers, actions, permissions, and limitations before starting.
Do I need to provide account access?
Usually, yes. You'll need to provide appropriate access to the relevant software and integrations. Please use secure access methods and avoid sharing passwords in chat.
Do you offer training after setup?
Yes. Training and handover are available according to your selected package, helping you understand the implemented workflows and how to manage them.
Can you customize a package for my law firm?
Absolutely! Send me your software name, current challenges, and desired outcome. I'll recommend a suitable scope and custom offer before you order.
