p
prolevelconcept

Joseph

@prolevelconcept

CRM Consultant Dedicated to Better Workflows and Better Results

United Kingdom
English, Spanish, French, German, Italian
About me
Hello, I am Joseph, a CRM Expert with years of experience helping businesses streamline customer relationships, automate workflows, and increase sales. I specialize in CRM setup, customization, migration, integration, and optimization using HubSpot, Salesforce, Zoho CRM, Pipedrive and GoHighLevel. My goal is to deliver results driven CRM solutions that fuel business growth. MESSAGE ME NOW TO GET STARTED! ... Read more

Skills

p
prolevelconcept
Joseph
Offline • 
Average response time: 2 hours

See my services

CRM Management
I will automate your legal CRM client intake and workflow using clio mycase lawmatics
From$60 / projectMore details
CRM Management
I will setup legal crm clio mycase ghl lawmatics casepeer filevine casepeer cosmolex
From$60 / projectMore details

Portfolio

Work experience

Freelancing_Career

Freelancing Career

Self-employed • 2 yrs 6 mos

Freelance Legal CRM Specialist

May 2025 - Present • 1 yr 3 mos

Configured and optimized legal CRM systems including MyCase, Clio, Lawmatics, Filevine, CasePeer, and CosmoLex. Built client intake workflows, managed legal billing, automated follow-up processes, organized case management, and customized CRM pipelines for law firms.

Legal Billing Specialist

Aug 2025 - Jul 2026 • 11 mos

Managed legal billing processes, invoice generation, trust accounting, payment tracking, expense management, and financial reporting using MyCase and CosmoLex.

Legal Virtual Assistant

Jan 2026 - May 2026 • 4 mos

Managed legal calendars, prepared client documents, tracked deadlines, organized case information, and maintained communication with clients.