I will configure docketwise everlaw smartadvocate servermanager clio mycase filevine

Nigeria

I speak English

CRM

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About this Gig

Legal Cases Falling Behind?

Need help configuring Docketwise, Everlaw, SmartAdvocate, ServerManager, Clio, MyCase, or Filevine? I can help organize case records, configure matter workflows, arrange document management, and set up tasks and deadlines based on your firm's requirements.

Here's what my service includes:

  • Case Configuration
  • Matter Setup
  • Client Intake
  • Document Organization
  • Task Templates
  • Deadline Tracking
  • Case Statuses
  • User Permissions
  • Calendar Setup
  • Intake Forms
  • Workflow Rules
  • Report Setup
  • Data Import
  • Integration Testing
  • Setup Documentation

CRM Platforms I Work With:

Clio · MyCase · Filevine · Docketwise · SmartAdvocate · PracticePanther · Rocket Matter · Smokeball · CARET Legal · CosmoLex · Lawmatics · Litify · CASEpeer · LEAP · INSZoom · LawLogix · Filevine Intake · Neos · Actionstep · MerusCase

Other Platforms: Everlaw · ServerManager · Microsoft 365 · Outlook · Google Calendar · Dropbox · DocuSign · Zapier · Google Drive · QuickBooks

SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.

Industry:

Business services & consulting

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Legal

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Software

Software:

Airtable