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marilyncreate

Marilyn

@marilyncreate

Legal CRM And Client Flow Specialist

Stati Uniti
Italiano, Tedesco, Francese, Spagnolo, Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
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... Continua a leggere

Competenze

m
marilyncreate
Marilyn
offline • 

Consulta i miei servizi

Gestione CRM
I will setup and manage your docketwise immigration case management system
A partire da10 USD / progettoMaggiori dettagli
Gestione CRM
I will setup a complete clio system to manage your cases billing and clients
A partire da20 USD / progettoMaggiori dettagli

Esperienza lavorativa

Self_Employed

Legal CRM Setup & Client Management Specialist

Self Employed • Lavoratore autonomo

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