You will get a fully automated Clio Draft account with templates that are ready to use.


Project details
You will get a fully operational, completely configured Clio Draft (formerly Lawyaw) account built from scratch and ready for daily firm use. If you just purchased Clio Draft and don't know where to start, I will handle the entire initial technical layout so your team can log in and start drafting immediately.
No confusing settings or unmapped fields. I will handle the backend configuration, account parameters, and your first core set of automated templates.
No confusing settings or unmapped fields. I will handle the backend configuration, account parameters, and your first core set of automated templates.
Project Type
Project ManagementWhat's included $1,000
These options are included with the project scope.
$1,000
- Delivery Time 7 days
- Number of Revisions 1
14 reviews
(10)
(3)
(1)
(0)
(0)
This project doesn't have any reviews.
TD
Teresa D.
Jul 8, 2026
Clio Manage Templates and Workflow Setup
Sharmaine was an excellent Executive Assistant to work with. Her reliability and communication were consistently strong throughout the contract. She was responsive, kept me updated proactively, and I never had to chase for status updates. She managed tasks around UK legal matters with professionalism and care, and I always felt confident things were in hand. Highly recommend her to anyone looking for a dependable, communicative EA.
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.
About Sharmaine
Estate Planning & Probate Paralegal | Clio Draft Build
79%
Job Success
Quezon City, Philippines - 9:06 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.
Map fields and prepare the template
Once I finish mapping the fields, we will run a quick test together to ensure your automated documents generate perfectly