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I will do docketwise everlaw smartadvocate servemanager eimmigration smokeball casepeer
CRM Admin Virtual Assistant
Hi Hugo, I’m a reliable Virtual Assistant and CRM Specialist helping businesses stay organized, save time, and work more efficiently. I can assist with CRM management, data entry, lead and contact man...
Informazioni su questo servizio
Struggling with case tracking, client intake, and time-consuming legal admin?
I help law firms organize their legal case management systems using Docketwise, Smokeball, CASEpeer, SmartAdvocate, and Everlaw.
From client intake and case tracking to workflow setup and task management, I help streamline daily operations for immigration, litigation, and personal injury practices.
WHAT I OFFER
Calendar and docket setup
Client management and intake
Client portal setup
Conflict management
Document organization
Task and case tracking
Trust accounting support
Workflow setup and automation
SUPPORTED SOFTWARE
Docketwise, Everlaw, SmartAdvocate, ServeManager, eImmigration, Smokeball, CASEpeer, Bill4Time, PracticePanther, TimeSolv, Clio, MyCase, Filevine, CloudLex, MerusCase, CosmoLex, Tabs3, OnBlick, Lawcus, CaseFleet, Lexbe, Logikcull, and other legal practice management tools.
Ready to improve your firm's workflow? SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
HubSpot
Il mio portfolio
FAQ
Is my client data safe?
Yes. I keep all firm and client information strictly confidential, and I’m happy to sign an NDA.
Can you migrate my data from another system?
Yes, in many cases. Message me with your current platform, the approximate number of matters and contacts, and what needs to move over, and I’ll quote it.
Do you work with immigration law firms?
Yes. Immigration is one of my core specialties. I set up and optimize Docketwise, eIMMIGRATION, and OnBlick for case tracking, form preparation, client intake, and deadline management for firms handling family, employment, humanitarian, and removal cases.
Can you help personal injury and litigation firms?
Absolutely. I configure CasePeer, SmartAdvocate, and Smokeball for PI firms (intake, medical records tracking, settlement workflows) and set up Everlaw and Logikcull for litigation teams handling e-discovery, document review, and production.
Will you train my team on how to use the system?
Yes. The Premium package includes live team training, and I also provide recorded Loom walkthroughs with every project so your staff can reference them anytime.
