
Oreeoy
AUTOMATION EXPERT
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Legal CRM Migration & Automation Specialist
Consultants • ZZP
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.