Clio Manage Automation and Templates

Posted 3 weeks ago

Worldwide

Summary

We need a freelancer to review our current Clio Manage and Clio Draft setup and provide recommendations for improvement. The work includes creating matter templates organized by practice area and building automated task workflows to improve efficiency. This is a small, part-time project for someone who can assess the current system, suggest practical changes, and implement organized templates and automation.

Less than 30 hrs/week
Hourly
< 1 month
Duration
Intermediate
Experience Level
$20.00
-
$40.00
Hourly
Remote Job
One-time project
Project Type

Skills and Expertise

Mandatory skills

HubSpot

Email Marketing

Nice-to-have skills

HTML

Keap Marketing

Activity on this job

Proposals:15 to 20
Last viewed by client:2 weeks ago
Interviewing:
5
Invites sent:
4
Unanswered invites:
0

About the client

Member since May 25, 2023

United States
West Jordan3:24 AM
$26 total spent
1 hire, 1 active
1 hour
Mid-sized company (10-99 people)

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Microsoft Excel

Microsoft Access

Flowchart

Mail Merge

Automation

Interactive Data Visualization

Data Analysis

Fillable Form

Excel Formula

Excel Macros

Conversion to Editable File

Microsoft Word

Spreadsheet Skills

Visual Basic for Applications

Google Sheets

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