o
oreeoy

Oreeoy

@oreeoy

AUTOMATION EXPERT

United States
English, German, Italian
About me
Hello, I am Oreeoy, a professional automation assistance, focusing on legal CRM implementation, client intake optimization, and workflow automation for law firms and legal teams. My services cover Clio Grow, Clio, Lawmatics, Filevine, MyCase, and Ai agent, from pipeline setup and automated follow ups to integrations and CRM migration. My approach is straightforward: understand your process, build a practical solution, test the workflow, and provide a clear handover.... Read more

Skills

o
oreeoy
Oreeoy
Offline • 

See my services

CRM Management
I will migrate legal CRM workflow, setup clio filevine mycase lawmatics ai automation
From$15 / projectMore details

Work experience

Consultants

Legal CRM Migration & Automation Specialist

Consultants • Self-employed

Oct 2026 - Present • 1 mo

Focused on legal CRM implementation, system migration, data management, and workflow automation for law firms and legal professionals. Areas of Expertise: - Legal CRM setup and configuration using Clio, Clio Grow, Filevine, Lawmatics, MyCase, and PracticePanther. - Client and matter data migration, field mapping, duplicate identification, and data cleanup. - CRM integrations using supported tools such as Zapier and Make. - AI-assisted workflow automation for administrative processes and task management. - System testing, workflow optimization, and implementation documentation. My approach emphasizes organized data, reliable system integrations, confidentiality, and practical solutions tailored to legal practice operations.