You will get a full CRM audit and optimization plan (HubSpot, Salesforce, Clari)
Project details
You will get a professional CRM audit that identifies gaps in workflows, automation, and reporting, plus a clear plan to fix them. With 15+ years in sales, enablement, and operations, I’ve optimized systems from Salesforce to HubSpot and Clari. My process delivers a health scorecard, workflow observations, and prioritized recommendations so you can improve efficiency, eliminate wasted effort, and trust your data. The deliverable is a 10–12 page audit with actionable quick wins and a roadmap for long-term optimization.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$350
|
Standard
$750
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Frequently asked questions
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Rachel S.
May 4, 2019
Need help right now answering interrogatories/ family law...should have ecperience.. $20/ hour
Tomica Moore is extremely knowledgeable, very thorough, organized, pays attention to detail, and makes efficient use of your time. She has a passion about what she does and her care and concern is evident. Add her to the top of your list.
About Tomica
Contract Manager & Legal Operations Specialist | AI-Assisted CLM
Farmers Branch, United States - 7:12 am local time
With more than 20 years of hands-on experience at the intersection of contract management, legal operations, and enterprise technology, I bring the kind of practitioner depth that most consultants talk about but rarely have. I have drafted, reviewed, and negotiated commercial agreements across NDAs, MSAs, SOWs, vendor contracts, supply agreements, and technology contracts inside BigLaw firms, financial institutions, and enterprise technology companies, which means I understand not just what a contract says but what it means for the business signing it and where the risk actually lives.
I have been writing and thinking about artificial intelligence in legal and enterprise environments since 2016, long before it became a boardroom conversation, and I began building and deploying AI-assisted workflows, CLM platforms, and governance frameworks in production starting in 2023. The distinction matters because I do not just advise on AI adoption, I configure the platforms, design the intake workflows, write the runbooks, develop the acceptable use policies, and make sure the systems are running and being used after the engagement ends.
My background spans Brown McCarroll in IP and commercial litigation, Bank of America where I held settlement authority and served as expert witness at trial, Caliber Home Loans where I managed a 200-plus file contract and litigation portfolio across multiple states, Littler Mendelson where I administered enterprise legal technology for one of the largest employment law firms in the country, and Megmeet USA where I built the full commercial contract lifecycle infrastructure from zero during a U.S. market entry spanning automotive, EV, energy storage, and AI infrastructure verticals.
Through Moore Consulting and Fractional Ops by Tomi I offer contract management and legal operations support as a managed service, which means clients get senior-level capability, AI-literate execution, and a practitioner who has done every job she is delegating. I build, ship, and deliver, and I do not leave until the system is working.
What I offer on Upwork includes contract drafting and redlining, CLM platform implementation, legal intake workflow design, AI-assisted contract review, legal operations infrastructure development, eDiscovery support, and paralegal services.
If your organization is growing fast, signing contracts constantly, and has no system in place to manage them properly, that is exactly where I work best.
Steps for completing your project
After purchasing the project, send requirements so Tomica can start the project.
Delivery time starts when Tomica receives requirements from you.
Tomica works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & access checklist
We align on goals, pain points, KPIs, and scope. You share read-only CRM access (or exports), current workflows, lists/fields, and any dashboards. We confirm timeline and stakeholders.
Data & workflow review
I audit pipelines, lifecycle stages, lead routing, automation, fields, dedupe rules, and data hygiene to find bottlenecks and inconsistencies.