Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
Joseph
@prolevelconcept
CRM Consultant Dedicated to Better Workflows and Better Results
Regno Unito
Inglese, Spagnolo, Francese, Tedesco, Italiano
Chi sono
Hello, I am Joseph, a CRM Expert with years of experience helping businesses streamline customer relationships, automate workflows, and increase sales. I specialize in CRM setup, customization, migration, integration, and optimization using HubSpot, Salesforce, Zoho CRM, Pipedrive and GoHighLevel. My goal is to deliver results driven CRM solutions that fuel business growth. MESSAGE ME NOW TO GET STARTED!
Competenze
Joseph
offline •
Tempo di risposta medio: 2 ore
Consulta i miei servizi
Gestione CRM
I will automate your legal CRM client intake and workflow using clio mycase lawmatics
Gestione CRM
I will setup legal crm clio mycase ghl lawmatics casepeer filevine casepeer cosmolex
Portfolio
Esperienza lavorativa
Freelancing Career
Lavoratore autonomo • 2 yrs 6 mos
Freelance Legal CRM Specialist
May 2025 - Present • 1 yr 3 mos
Configured and optimized legal CRM systems including MyCase, Clio, Lawmatics, Filevine, CasePeer, and CosmoLex. Built client intake workflows, managed legal billing, automated follow-up processes, organized case management, and customized CRM pipelines for law firms.
Legal Billing Specialist
Aug 2025 - Jul 2026 • 11 mos
Managed legal billing processes, invoice generation, trust accounting, payment tracking, expense management, and financial reporting using MyCase and CosmoLex.
Legal Virtual Assistant
Jan 2026 - May 2026 • 4 mos
Managed legal calendars, prepared client documents, tracked deadlines, organized case information, and maintained communication with clients.
