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You will get ClickUp set-up with 5 spaces (executive, sales, clients, finance, personal)
Project details
With our deep expertise in ClickUp, we're not just here to set up your tasks - we're here to revolutionize the way you work. š ļø From understanding the nitty-gritty of ClickUp's advanced features to mastering the magic (yes, magic!) of ClickUp Automations, our team, led by a Power User with +1M hours logged in ClickUp, is on standby to turbocharge your processes. šŖļø
š¤ Tailored To You š¤
Every company is unique, and so are your needs. We dive deep into understanding your business, ensuring our customizations in ClickUp are perfectly aligned with your vision and objectives. Let us be your partners in growth, and witness your operations shift from manual mayhem to streamlined success! š
If you're ready to see how we can transform your business workflows and elevate your ClickUp experience, let's chat! Together, we'll bring your ClickUp game to unparalleled heights. šš
š¤ Tailored To You š¤
Every company is unique, and so are your needs. We dive deep into understanding your business, ensuring our customizations in ClickUp are perfectly aligned with your vision and objectives. Let us be your partners in growth, and witness your operations shift from manual mayhem to streamlined success! š
If you're ready to see how we can transform your business workflows and elevate your ClickUp experience, let's chat! Together, we'll bring your ClickUp game to unparalleled heights. šš
Project Type
Project ManagementWhat's included
| Service Tiers |
Starter
$500
|
Standard
$750
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$250About Erin
Fractional COO | Legal Ops & Clio Consultant | KPI Dashboards | AI
Aliso Viejo, United StatesĀ - 1:11 pm local time
I'm a Fractional COO with a JD and MBA - and a former federal trial attorney. My background includes executive operations leadership, legal experience, and systems implementation across law firms and growing businesses. From startups through $150+M corporations. I follow the Entrepreneurial Operating System (EOS) and am a certified EOS Integrator.
* Law firms: I support Clio workflows, intake systems (Lawmatics, Clio Grow, Go High Level), deadline tracking, reporting structures, and AI-supported operational workflows.
* Businesses: I build dashboards and reporting systems across systems like QuickBooks, Asana, ClickUp, Monday, and Hubspot to improve operational visibility and reduce manual reporting.
I work directly with founders and managing partners on operational structure, systems, reporting, and execution support.
Available for fixed-scope projects and ongoing operational engagements.
š¤ AI & Automation Workflows
Built AI-supported workflows and operational automations for law firms and growing businesses using tools like Claude, Clio, CRMs, Go High Level, and workflow platforms. Projects have included intake automation, AI voice agents, reporting workflows, email triage systems, and process optimization designed to reduce manual administrative work and improve operational efficiency.
š Project Management & Operations Systems
Designed and implemented structured Asana, ClickUp, and Monday workspaces tailored to each businessās operational needs. Built workflows, automations, reporting systems, team structures, and accountability processes to help teams operate more consistently and efficiently.
š KPI Dashboards & Reporting
Designed custom dashboards and reporting systems pulling from financial, operational, pipeline, and project data sources. Built visibility into business performance and financial heath using tools like QuickBooks, spreadsheets, project management systems, and CRM data to support better operational decision-making.
āļø Operational Strategy & Business Systems
Fractional COO support focused on operational structure, growth planning, process improvement, and execution systems. Experience implementing EOS-based operational frameworks, leadership planning processes, KPI tracking, and accountability systems for scaling businesses and law firms. Conducts deep analysis into profitability, employee utilization, and efficiency.
š Fast, Structured Implementations
Built operational systems using proven templates and frameworks to accelerate implementation without reinventing processes from scratch. Projects have included sales workflow rebuilds, project management system launches, reporting structures, dashboard rollouts, and operational cleanup initiatives.
š¤ Letās Work Together!
Message me and I'll do a free 30-minute Operations Audit. Just me telling you exactly where your business is leaking time and money. Most clients walk away with a roadmap they could hand to anyone. The ones who hire me just want it done faster.
Steps for completing your project
After purchasing the project, send requirements so Erin can start the project.
Delivery time starts when Erin receives requirements from you.
Erin works on your project following the steps below.
Revisions may occur after the delivery date.
Business Goals and Processes
Understanding your business goals and processes. I will send you a form. Typically, businesses need the following spaces: action items task management, CRM, sales pipeline, client management, and finance (tracking invoices, budget and expenses).
ClickUp account creation
You will need to create a clickup account and add me to it as admin.