You will get Clio Grow and Clio Manage Configuration and Ongoing Monthly Maintenance
Project details
You will get a fully integrated, flawlessly synced Clio Grow and Clio Manage ecosystem. I will build your client intake pipelines, connect your matter management workspaces, and provide ongoing maintenance so your firm runs seamlessly without technical interruptions.
Stop wrestling with duplicate data and broken integrations. I will streamline your backend settings from intake to final invoice, and keep your software maintained so you can focus strictly on practicing law.
Stop wrestling with duplicate data and broken integrations. I will streamline your backend settings from intake to final invoice, and keep your software maintained so you can focus strictly on practicing law.
Project Type
Project ManagementWhat's included $1,200
These options are included with the project scope.
$1,200
- Delivery Time 30 days
- Number of Revisions 0
14 reviews
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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
81%
Job Success
Quezon City, Philippines - 6:25 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.
Provide access to accounts and requirements for the project.
Client provides the automations he want to see in Clio Grow and Clio Manage.