
Sharon
Legal Tech CRM Specialist Clio, Filevine, SharePoint Expert
Skills

See my services


Work experience
CRM & Workflow Automation Specialist
Automation Solutions • Freelance
Apr 2024 - Present • 2 yrs 4 mos
onfigure CRM systems to streamline client management. Build automated workflows for client onboarding and document processing. Optimize business processes to reduce manual tasks. Deliver customized solutions tailored to client requirements. Assist businesses with system adoption and productivity improvements.
SharePoint & Intranet Specialist
Xero • Freelance
Jul 2023 - Present • 3 yrs 1 mo
Design and customize SharePoint Online sites and company intranets. Create document libraries, permission structures, and collaboration workspaces. Automate business processes using Microsoft 365 tools. Improve document management and team collaboration. Support organizations with SharePoint implementation and optimization
Legal Technology Consultant
Zoho • Freelance
Jul 2023 - Present • 3 yrs 1 mo
Implement and customize Clio, Filevine, and Lawmatics for law firms. Configure legal workflows, client intake forms, and case management systems. Migrate data and organize documents securely. Improve operational efficiency through workflow automation. Provide user training and ongoing technical support.