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crm_techpr

Peter T

@crm_techpr

Legal CRM Specialist Workflow Automation Client Intake Data Migration

Verenigde Staten
Engels, Frans, Duits, Spaans
Sommige informatie wordt in het Engels weergegeven.
Over mij
I specialize in legal CRM setup, workflow automation, client intake, and data migration for law firms and legal professionals. I work with platforms including Smokeball, Lawcus, PerfectLaw, Zola Suite, Legal Files, MerusCase, HoudiniEsq, Assembly, Neos, Caret, SmartAdvocate, CASEpeer, Filevine, Actionstep, CosmoLex, and HotDocs. My focus is building organized intake systems, configuring workflows, managing CRM data, automating repetitive processes, and supporting smooth legal technology transitions. I deliver structured, detail-focused solutions designed around each firm's workflow.... Lees meer

Skills

c
crm_techpr
Peter T
offline • 

Bekijk mijn diensten

CRM-management
I will setup zola suite actionstep cosmolex legal crm hotdocs client intake workflow
VanafUS$ 15 / projectMeer informatie
CRM-management
I will configure smartadvocate casepeer filevine legal CRM intake workflow automation
VanafUS$ 15 / projectMeer informatie

Werkervaring

Freelancer.com

Legal CRM & Workflow Specialist

Freelancer.com • Freelance

Sep 2026 - Present • 0 mos

Provide legal technology and CRM workflow support for law firms and legal professionals. Focus on legal CRM configuration, client intake workflows, workflow automation, data organization, CRM migration, lead management, case and matter workflows, and document automation. Work with legal technology platforms to help organize processes, improve workflow efficiency, automate repetitive administrative tasks, and support structured data transitions. Projects are customized around each firm's existing processes, software environment, and operational requirements.