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I will setup docketwise casepeer smartadvocate smokeball practicepanther
Nigeria
I speak English, Spanish, German, French, Dutch, Danish, Portuguese, Czech, Italian, Bulgarian, Swedish
94 orders completed
I automate your CRM and workflows
Hi, I’m Naomi, a CRM architect, API integration & workflow automation specialist. My work starts with the tasks your team does manually every day, then I configure the CRM and build the automations th...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Eliminate manual bottlenecks in your law firm with custom legal case management setup and automation.
I configure, customize, and integrate Docketwise, CASEpeer, SmartAdvocate, Smokeball, PracticePanther, Actionstep, and ServeManager so your team moves cases from intake to resolution effortlessly.
Platforms I Automate:
- Docketwise: Smart immigration questionnaires, USCIS form mapping, matter workflows & CRM sync.
- CASEpeer & SmartAdvocate: Personal injury stages, automated work plans, merge templates & lead webhooks.
- Smokeball & Actionstep: Automated document templates, matter step triggers & task checklists.
- PracticePanther & ServeManager: Custom intake forms, process server routing, billing & Clio sync.
What I Deliver:
- Workflow Setup: Custom fields, case stages & automated paralegal checklists.
- Document Automation: Merge tags for retainers, demand letters, USCIS forms & affidavits.
- API & Webhooks (Make.com, n8n, Zapier): Sync Calendly, Google Drive, QuickBooks, Twilio SMS & CRMs.
Message me today to automate your firm!
Domain:
Programming & Tech
Industry:
Business services & consulting
•
Legal
Language:
English
•
Spanish
My Portfolio
FAQ
Can you automate immigration forms and intake questionnaires in Docketwise?
yes! I build custom Docketwise Smart Forms and intake questionnaires that collect client data cleanly and map directly into USCIS immigration forms. I can also connect Docketwise to Calendly, Google Drive, WhatsApp/SMS, and your CRM using Make.com, n8n, or Zapier.
Do you build automated document templates in Smokeball and PracticePanther?
Yes. I create conditional Word and PDF templates using custom fields and merge codes inside Smokeball, PracticePanther, Actionstep, and SmartAdvocate so your team can generate error-free retainers, pleadings, and letters in one click.
Can you set up webhooks and work plans in CASEpeer or SmartAdvocate?
Absolutely. For personal injury firms using CASEpeer or SmartAdvocate, I configure automated task checklists (work plans), custom merge-code demand letters, and HTTP POST webhooks to pull leads automatically from Facebook Ads, website forms, CallRail, or Smith.ai.
