I get leads and potential clients walking into our law firm. We get data from these potential clients like their name, address, etc.
We then manually enter this data into infusion soft (CRM), CLIO (law management software), Zipwhip (a text messaging software), Excel, and Timelsips (billing software)
I am seeking a person that can integrate all these software. I want to enter the data in Infusionsoft once, and it should automatically get entered in the other software programs. So the data entry is done one once to prevent errors, etc.
I have found a company called Zapier that is supposed to do this.
I am looking for a tech person to set this up for our law firm.
Hours to be determined
1 to 3 months1-3 monthsProject LengthDuration
I am looking for a mix of experience and value