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marilyncreate

Marilyn

@marilyncreate

Legal CRM And Client Flow Specialist

Verenigde Staten
Italiaans, Duits, Frans, Spaans, Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
Keeping track of legal clients, case details, follow ups, and new inquiries can become overwhelming without the right system A well organized legal CRM helps law firms manage client information, streamline intake, track communication, and reduce missed follow ups From CRM setup and contact organization to workflow management and client tracking, the goal is to make your daily operations simpler and more efficient Let's organize your legal client management process. Send me a message to discuss your needs... Lees meer

Skills

m
marilyncreate
Marilyn
offline • 

Bekijk mijn diensten

CRM-management
I will setup and manage your docketwise immigration case management system
VanafUS$ 10 / projectMeer informatie
CRM-management
I will setup a complete clio system to manage your cases billing and clients
VanafUS$ 20 / projectMeer informatie

Werkervaring

Self_Employed

Legal CRM Setup & Client Management Specialist

Self Employed • ZZP

Jul 2025 - Present • 1 yr 4 mos

Help legal professionals organize client records, configure CRM pipelines, manage contact databases, track inquiries, and structure follow-up processes for a more consistent client management experience. Copy job title

Self_employed / Freelance

Legal Client Intake & Workflow Coordinator

Self employed / Freelance • Freelance

Nov 2024 - Present • 2 yrs

Support client intake workflows, organize incoming leads, maintain accurate client information, monitor follow-up activities, and improve the flow of information throughout the client management process