o
oreeoy

Oreeoy

@oreeoy

AUTOMATION EXPERT

Stati Uniti
Inglese, Tedesco, Italiano
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Hello, I am Oreeoy, a professional automation assistance, focusing on legal CRM implementation, client intake optimization, and workflow automation for law firms and legal teams. My services cover Clio Grow, Clio, Lawmatics, Filevine, MyCase, and Ai agent, from pipeline setup and automated follow ups to integrations and CRM migration. My approach is straightforward: understand your process, build a practical solution, test the workflow, and provide a clear handover.... Continua a leggere

Competenze

o
oreeoy
Oreeoy
offline • 

Consulta i miei servizi

Gestione CRM
I will migrate legal CRM workflow, setup clio filevine mycase lawmatics ai automation
A partire da15 USD / progettoMaggiori dettagli

Esperienza lavorativa

Consultants

Legal CRM Migration & Automation Specialist

Consultants • Lavoratore autonomo

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.