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You will get Clio 22 Document Templates (Custom)
Project details
You will get Clio document templates that auto-populate information from custom fields in your Clio Matters. That way, you can save time and resources, and minimize human error in manually typing in repetitive data like Cause Number, County, Plaintiff's name, etc.
I can also integrate your Intake forms in Clio Grow to those custom fields in Clio Manage so you can have a centralized system and database for your clients' and potential clients' information.
I can also integrate your Intake forms in Clio Grow to those custom fields in Clio Manage so you can have a centralized system and database for your clients' and potential clients' information.
Data Entry Type
Document Conversion, Word ProcessingData Entry Tool
CRM Software, Microsoft WordWhat's included $280
These options are included with the project scope.
$280
- Delivery Time 14 days
- Number of Revisions 1
- Number of Hours of Work 20
- Formatting & Clean Up
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$15
13 reviews
(9)
(3)
(1)
(0)
(0)
VA
Valex A.
Mar 14, 2024
GS
Greg S.
Jan 29, 2024
JY
Johnny Y.
Jun 24, 2026
Court House Filings
Great experience!
AS
Avatus S.
Jun 23, 2026
Virtual Estate Planning Paralegal
WM
WALTER E M.
May 14, 2026
Pprepare Bookmarks and Paginations -Per Riverside Appellate Court
Contract was modified, awaiting updates
SM
Sandra M.
Nov 5, 2024
Document Management
Sharmaine did great work. Very pleased with her. However, she just stopped communicating and did not respond to my messages after many months of working together, leaving me in a bit of a bind. I would have appreciated it if she just told me that she no longer wanted to work on the project.
RC
Richard C.
Sep 2, 2024
Immigration Legal asst
About Sharmaine
Estate Planning & Probate Paralegal | Clio Draft Build
84%
Job Success
Quezon City, Philippines - 7:33 am local time
- From Intake to preparation of initial to final petitions, including prove up documents (Proofs, Proposed Judgment and Orders)
- E-file and send notices / Set cases for hearing
- Familiar with Uncontested Will probate, Heirship and Admin and Contested Heirship and Dependent Admin
- Prepare Affidavits of Heirship, Small Estate Affidavit , Settlement Agreements Inventory and Accounting
** Estate Planning - Wills, Trusts and Deeds Drafter
- Wills and Trusts
- Warranty Deeds, Ladybird Deeds, Executor Deeds
** Hands-on Experience as Immigration Legal Assistant
- Prepared various family-based adjustment of status applications, i.e. I-485, I-130, I-864, via Docketwise
- Prepared packets for Asylum application and e-file via EOIR
- Assisted in submitting visa applications to CEAC
** Proficient with Clio Grow and Clio Manage
Steps for completing your project
After purchasing the project, send requirements so Sharmaine can start the project.
Delivery time starts when Sharmaine receives requirements from you.
Sharmaine works on your project following the steps below.
Revisions may occur after the delivery date.
Access to Clio
After receiving the document files that need to be made a template, I will create then the template via the merge fields. Thus, I need to be given access to the Clio account where I will get the merge fields, and test out the template.