Legal Assistant, Legal CRM implementation & Operations Specialist for attorneys and growing law firms that need organized systems, streamlined workflows, and dependable day-to-day legal support. As a Licensed Attorney and Legal Assistant, I provide legal administrative support, legal CRM setup & management, Legal writing, case management, client intake, paralegal support, Legal Tech support, and workflow automation that help law firms operate more efficiently and free up valuable billable time.
Every hour you spend on CRM setup & implementation (Clio, MyCase, PracticePanther, Lawcus, Filevine, Leap, DocuSign), administrative tasks, Legal research & Legal writing, Creative writing, chasing intake documents, or organizing case files is an hour you're not billing clients, and I help law firms eliminate those administrative and operational bottlenecks by building efficient systems that keep your practice organized and running smoothly.
I'm a licensed Attorney and a Certified Clio, MyCase, Filevine, Lawcus, Leap, and PracticePanther Administrator with 6+ years of experience supporting solo attorneys, boutique firms, and growing law practices across the US, UK, Australia, and Canada in different practice areas like: Personal Injury, Immigration, Family, Contract, Estate Planning, Criminal & Civil Litigation. My approach combines legal knowledge and legal technology to improve how your firm operates every day.
Here's How I Can Help:
Legal CRM Setup, Management & Optimization
Whether you're implementing a new CRM or improving an existing one, I can help you get the most from your practice management system.
• CRM setup and configuration (Clio Grow, Clio Manage, MyCase, Filevine, PracticePanther, Lawcus, Smokeball & Docketwise)
• Data migration, cleanup and organization
• Matter and client record management
• Pipeline and workflow customization
• CRM optimization and ongoing maintenance
Client Intake & Matter Management
I help law firms:
• Build efficient client intake workflows
• Create digital intake forms
• Open and organize new matters
• Manage client onboarding
• Conduct conflict checks
• Track matters from intake through completion
• Organize client files and communications
Paralegal & Case Management Support
I provide legal support throughout the lifecycle of a matter, including:
• Legal research (LexisNexis & Westlaw)
• Contract drafting and legal document preparation
• Discovery support
• Demand letters
• Immigration Creative writing
• Deposition summaries
• Trial preparation support
• Calendar, docket, and deadline management
• Court filing support
• Legal correspondence
Workflow Automation & Legal Operations
I help law firms eliminate repetitive administrative work by improving the systems behind their practice.
This includes:
• Client intake automation
• Workflow design and optimization
• Zapier and Make automations
• Automated reminders and notifications
• Document automation
• Process improvement for recurring administrative tasks
Document Automation & E-Signature Workflows
• Fillable PDF & legal forms
• Document templates
• Clio Draft & Gavel
• DocuSign setup and workflows
• PandaDoc workflows
• Document organization and management
Administrative Support
• Calendar and appointment management
• Email and inbox management
• Client Intake & communication
• Time entry and billing support
• File organization
• Scheduling consultations
• General legal administrative assistance
Tools I work with:
•Clio Manage • Clio Grow • MyCase • Filevine • PracticePanther • Lawcus • Smokeball • Docketwise • Leap • Zapier • Make •Airtable • Clio Draft • Gavel • DocuSign • PandaDoc • Adobe Acrobat Pro
• Dropbox. • Jotform • Decision Vault • Typeform • LexisNexis • Westlaw • Claude •ChatGPT • Microsoft Office • Google Workspace • Outlook • Excel • Microsoft Teams • Zoom •Ring central.
What this has looked like for firms I've worked with:
• Rebuilt a 1,500-contact Clio CRM for a litigation firm disorganized for years, cleaned and optimized it in under 3 weeks. Follow-up rates improved immediately.
• Designed an end-to-end client intake automation that eliminated manual data entry and cut intake-to-case-creation from 2 days to under an hour.
• Saved a solo immigration attorney 15+ hours per week by restructuring her inbox, calendar, and case management systems without replacing a single tool.
• Reduced document turnaround time by 40% for a high-volume discovery firm using Make, Zapier, DocuSign, and Clio Draft.
Whether you need ongoing legal administrative support, a reliable paralegal, help implementing your legal CRM, or someone to improve your firm's workflows, I'm committed to making your practice more organized, efficient, and scalable.
If that sounds like what your firm needs, click "Invite to Job" or send me a direct message now!
Franca C.
Medical Virtual Assistant | Clinical Operations & Workflow Automation
Enugu, Nigeria
$15/hr$15 per hour5.0 (1) 3 jobs $3K+ total earnings
Medical Virtual Assistant for clinics, telehealth teams, home health and mental health practices. I take scheduling, intake, and insurance verification off your team so providers spend their time on patients, not paperwork.
For the practices I support, that has meant:
- No-shows reduced by 20% with a structured reminder and confirmation process
- 15+ admin hours returned to providers and staff every week
- Insurance verification errors held under 5%, with eligibility checked 48 hours before every visit
WHAT I HANDLE FOR YOU:
- Appointment scheduling, rescheduling, and waitlist management
- New patient intake: digital forms, document collection, and chart setup
- Insurance eligibility and benefits verification through payer portals and phone
- Prior authorization submission and follow-up
- Medical billing support: claim status checks, denial follow-up, and payment posting support
- EHR management: demographics, referrals, records requests, and task routing
- Patient follow-up: recalls, results notifications you approve, and post-visit check-ins
- Workflow automation: reminders, intake forms, and task handoffs built on HIPAA-eligible tools
SYSTEMS I WORK IN:
DrChrono, Practice Fusion, Practice Better, Availity, Doxy.me, Google Workspace, Microsoft 365, and Keragon. If you use a system not listed, I learn it on your sandbox or training account before touching live patient data.
HOW I PROTECT YOUR PATIENTS AND YOUR PRACTICE:
1. I sign your Business Associate Agreement and NDA before I receive any access.
2. I work only inside your systems, under a named login you control and can revoke at any time.
3. PHI never goes to personal email, personal devices, messaging apps, or any AI tool you have not approved.
4. My workstation is password-managed, protected with multi-factor authentication, and locks automatically.
5. I complete HIPAA training every year. My current certificate is on this profile.
6. I flag discrepancies the same day: a mismatched DOB, a lapsed policy, a duplicate chart. I never fix patient data silently.
7. I do not make clinical decisions. Anything clinical is routed to your provider or nurse with the patient's message attached.
HOW WE WORK TOGETHER:
- Week 1: I shadow your current process, document it, and agree on scripts, escalation rules, and your definition of done.
- Weeks 2 to 4: I take over the agreed workflows and send an end-of-day summary of completed and open items.
- Every month: a one-page report on no-shows, verification turnaround, intake completion, and hours saved, so you can see the return on this role.
AVAILABILITY:
I work 9:00 AM–5:00 PM Monday–Friday in your time zone, reply to messages within 30 minutes during those hours, and give at least 2 weeks' notice for planned time off with a handover checklist so patients never feel a gap.
WHO I AM A GOOD FIT FOR:
- Solo and group practices that need a dependable front office without adding in-office staff
- Mental health practices that want intake and insurance handled with discretion
- Telehealth companies and healthcare startups that need scalable patient coordination and clean processes
I do not provide clinical triage, diagnosis, or certified coding, and I will say so up front rather than learn on your patients.
NEXT STEP:
Send me an invite with the one admin task that costs your team the most time right now. Within 30 minutes I will reply with how I would take it over, what I would measure, and what your first 30 days would look like. Prefer a lower-risk start? Ask about my 2-week trial on a single workflow.
Bernadeth Ogechi O.
Mental Health| Medical |Executive Assistant | HIPAA | Success Manager
Enugu, Nigeria
$12/hr$12 per hour5.0 (11) 33 jobs $10K+ total earnings
If you need someone who understands mental health, medical administration, executive support, HIPAA-conscious workflows, and client success, you’ve found her.
WELCOME TO MY PROFILE!
What if you could have a Mental Health Medical Assistant, Executive Assistant, and Success Manager who understands not only the administrative side of your practice but also the clinical environment and patient experience behind it?
✨ Someone who understands mental health terminology, patient needs, and the sensitivity of behavioral healthcare…
✨ Someone who can keep your appointments, follow-ups, records, inboxes, and daily administrative tasks organized…
✨ Someone who communicates with your clients professionally, compassionately, and with the sensitivity mental health care requires…
✨ Someone who can support your providers and team while keeping workflows moving behind the scenes…
✨ And someone who understands that great administrative support is not just about completing tasks, it’s about creating a better experience for both patients and providers.
That’s exactly what I bring to your practice.
I’m Bernadeth, a HIPAA-Certified Mental Health Medical Virtual Assistant, Executive Assistant, and Client Success Support professional with 4+ years of hands-on medical and executive administrative support.
I support therapists, psychologists, psychiatrists, counselors, psychiatric providers, and mental health practices with the day-to-day administrative, client communication, and practice support that keeps their operations organized, responsive, and running smoothly.
MY BIGGEST ADVANTAGE?
I understand mental health AND I understand administration.
This means I’m not simply processing information or checking boxes. When I communicate with a client, organize sensitive records, coordinate an appointment, follow up on an inquiry, support a provider’s calendar, or manage an administrative workflow, I understand that there is a person behind every record, appointment, message, and request.
That clinical understanding allows me to provide administrative and client support with greater empathy, context, accuracy, and professionalism.
And from a success-management perspective, I understand the importance of responsiveness, follow-through, organization, and creating a positive experience at every point of contact.
MENTAL HEALTH & MEDICAL PRACTICE SUPPORT
✅ Client Intake & Onboarding
✅ Appointment Scheduling & Rescheduling
✅ Patient/Client Follow-Up
✅ Patient Portal & Email Communication
✅ Mental Health Practice Administration
✅ Client Records Management
✅ EMR/EHR Support
✅ Medical Records Management
✅ Administrative Documentation
✅ Provider Calendar Management
✅ HIPAA-Conscious Communication
✅ Administrative Workflow Support
✅ Client Experience & Support
EXECUTIVE & ADMINISTRATIVE SUPPORT
✅ Calendar & Appointment Management
✅ Inbox & Email Management
✅ Client Communication
✅ Follow-Up Tracking
✅ Documentation & Note Taking
✅ Research & Data Organization
✅ Daily Administrative Support
✅ Provider & Team Support
CLIENT SUCCESS & PRACTICE SUPPORT
✅ Client Communication & Engagement
✅ Lead Follow-Up
✅ Client Experience Support
✅ Appointment & Follow-Up Coordination
✅ Relationship Management
✅ Client Retention Support
✅ Workflow & Process Organization
✅ Issue Escalation & Follow-Through
PLATFORMS & TOOLS
SimplePractice • Tebra • Kipu • Athenahealth • AdvancedMD
Google Workspace • Microsoft Office • Notion • Trello • ClickUp • Calendly • Slack • Zoom • Canva
I’m also comfortable learning new EHR/EMR, practice management, scheduling, CRM, communication, and client management platforms and adapting quickly to your specific systems and workflow.
HIPAA & CONFIDENTIALITY
As a HIPAA-certified professional, I understand that protecting patient information is not simply a task. It is a responsibility. I approach sensitive information with care and professionalism and follow practical security-conscious practices such as:
✅ Password-protected devices
✅ Two-factor authentication on work accounts
✅ Private workspace when handling sensitive information
✅ HIPAA-conscious communication and documentation
Confidentiality is part of the trust you place in your medical virtual assistant, and I take that trust seriously.
MY GOAL IS SIMLE...
To help make your practice more organized, responsive, efficient, and client-centered while reducing the administrative weight on your shoulders.
Because when your administrative systems work better…
You have more time and energy for the work that matters most — caring for your patients.
READY TO MAKE YOUR WORKDAY EASIER?
📌 Click “Invite to Job”
📩 Or send me a message.
I’d love to learn about your practice, your current workflow, and the kind of support you need.
Let’s build a more organized, efficient, and client-centered practice together!
Ugo U.
Rockstar Operations Assistant | Technical Support
Enugu, Nigeria
$9/hr$9 per hour4.2 (3) 11 jobs $8K+ total earnings
As a Top-Rated Operations Assistant with a 100% job success rate, I have honed my expertise in administrative and technical support.
What sets me apart? I don’t just complete tasks—I optimize, streamline, and enhance processes to maximize efficiency. My approach is proactive, detail-oriented, and solution-driven, ensuring that your business operations run seamlessly with minimal oversight.
I bring five years of hands-on experience across diverse industries, including renewable energy, e-coaching, wellness, telecom, and hospitality—all geared toward helping business owners reclaim their time and focus on high-value activities.
With a strong commitment to efficiency and excellence, I specialize in managing tasks seamlessly and optimizing workflows to enhance productivity.
My Superpowers Include:
🎯 Email & Chat Correspondence Management – Ensuring smooth communication and timely responses.
🎯 Calendar Management & Scheduling – Keeping appointments organized and conflict-free
🎯 Project & Workflow Management – Skilled in Monday.com, Trello, Notion, Asana, and more.
🎯 CMS Management – Proficient in WordPress, Wix, and Webflow for content updates and maintenance.
🎯 Research, Proofreading & Data Entry – Providing accurate, well-organized, and error-free information.
🎯 Copywriting – Crafting compelling ad copies, website content, and ad scripts that convert.
🎯 Integration & Workflow Automation – Automating processes using Zapier & AI tools for efficiency.
🎯 Graphic Design & Video Editing – Creating high-quality visuals with Canva and CapCut.
🎯 AI Prompting - Research, image, and video generation through advanced prompts
Why Me?
I thrive in fast-paced environments, adapt quickly to new tools, and take initiative to solve problems before they arise. Whether you need an organized operations manager, a tech-savvy problem solver, or a creative content support specialist, I bring a combination of structure and innovation to your business.
If you're looking for a proactive, high-performing VA who combines strategy with execution, let's connect and discuss how I can help streamline your operations and drive business growth. 🚀
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