You will get Clio Manage & Clio Grow | Workflows, Templates & Automation
Top Rated
Project details
I help law firms and solo attorneys design, clean up, and automate their Clio Grow and Clio Manage systems so intake, follow-ups, and onboarding run smoothly without constant manual work.
I work hands-on inside Clio Grow and Clio Manage every day for multiple U.S. law firms, supporting real-world intake operations. I don’t just “set things up”, I build practical, organized systems that your staff can actually use. This includes intake pipelines, custom fields, automated workflows, document templates with merge fields, and client communication sequences that keep leads moving forward.
Whether you’re launching Clio for the first time or fixing a cluttered, inconsistent setup, I configure your system end-to-end. From intake forms and lead routing to engagement letters, reminders, and internal handoffs, everything is structured to match your practice areas and how your firm actually operates.
By the end of the project, you’ll have a clean, reliable Clio system that reduces errors, eliminates bottlenecks, improves follow-through, and helps your firm capture, qualify, and convert leads more efficiently.
I work hands-on inside Clio Grow and Clio Manage every day for multiple U.S. law firms, supporting real-world intake operations. I don’t just “set things up”, I build practical, organized systems that your staff can actually use. This includes intake pipelines, custom fields, automated workflows, document templates with merge fields, and client communication sequences that keep leads moving forward.
Whether you’re launching Clio for the first time or fixing a cluttered, inconsistent setup, I configure your system end-to-end. From intake forms and lead routing to engagement letters, reminders, and internal handoffs, everything is structured to match your practice areas and how your firm actually operates.
By the end of the project, you’ll have a clean, reliable Clio system that reduces errors, eliminates bottlenecks, improves follow-through, and helps your firm capture, qualify, and convert leads more efficiently.
Purpose
BusinessIndustry
Business Services & Consulting, Data Analytics, Financial Services, Government & Public Sector, Legal, Nonprofit, Real Estate, SoftwareLanguage
EnglishWhat's included
| Service Tiers |
Starter
$250
|
Standard
$600
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 21 days |
Optional add-ons
You can add these on the next page.
Additional Document Template
(+ 1 Day)
+$75
Additional Practice Area Setup
(+ 3 Days)
+$300
14-Day Post-Setup Support
+$150
4 reviews
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PM
Paul M.
Feb 26, 2026
Client Call Specialist
Rica is a great Professional!
Always on time, super committed to always delivering her work with quality!
Super Recommended.
Always on time, super committed to always delivering her work with quality!
Super Recommended.
FG
Fernando G.
Aug 19, 2022
Appointment Setters // Cold Calling
BL
Bennett L.
Apr 27, 2022
Cold Caller- Appointment Setter
Great work. She had excellent communication and was always on top of her work.
RH
Ryan H.
Mar 18, 2022
Calculate our customer retention rate
Rica did a great job! She worked at lightning speed, had a great attitude and was extremely responsive. She was a good problem-solver and followed the directions I gave her.
I look forward to more work with her.
I look forward to more work with her.
About Rica
Legal VA, Clio Grow, Clio Manage, GoHighLevel, Sales Automation
100%
Job Success
Danao, Philippines - 4:10 pm local time
I help law firms and service-based businesses streamline operations, improve client intake, optimize CRM systems, and automate workflows using Clio Grow, Clio Manage, GoHighLevel, and Zapier.
With 14+ years of experience supporting U.S.-based law firms and businesses, I specialize in client intake, lead management, CRM implementation, workflow automation, email and SMS automation, pipeline management, and operational process improvement. My expertise includes Clio Grow, Clio Manage, GoHighLevel (GHL), Zapier integrations, and scalable systems that support growth and efficiency.
My experience goes beyond traditional virtual assistance. I work closely with attorneys, intake teams, sales teams, and operations staff to implement CRM solutions, optimize intake and sales pipelines, automate repetitive tasks, improve client communication, train team members, and ensure day-to-day operations run smoothly.
Legal Practice Areas Supported
• Bankruptcy
• Foreclosure Defense
• Estate Planning
• Probate & Probate Administration
• Trust & Estate Administration
• Civil Litigation
• Employment Law
• Personal Injury
• Family Law
Legal Virtual Assistant Support
• Client intake and onboarding
• Lead follow-up and appointment scheduling
• Matter management and case coordination
• Document preparation and organization
• E-signature workflows
• Client communication and follow-up systems
Clio Grow, Clio Manage & CRM Consulting
• Clio implementation and setup
• Intake pipeline design and optimization
• Custom fields and workflow configuration
• Forms and document templates
• Email and SMS automation
• Reporting and process improvement
• CRM migration and organization
• Client intake automation
• Lead tracking and pipeline management
GoHighLevel & Automation Support
• GoHighLevel account setup and configuration
• Sales pipeline and opportunity management
• Workflow automation
• Email and SMS campaigns
• Forms, surveys, and landing pages
• Calendar and appointment automation
• Lead nurturing systems
• CRM migration and cleanup
• Zapier integrations
• Reporting and dashboard setup
Law Firm & Business Operations Support
• Workflow development and optimization
• SOP creation and documentation
• Staff onboarding and training
• KPI tracking and reporting
• Inbox and calendar management
• Administrative and executive support
• Process automation
• Team and workflow management
Billing & Accounts Receivable Support
• Invoice review and preparation
• Payment follow-up and collections support
• Account monitoring and reporting
• Client balance tracking
Clio, CRM & Staff Training
In addition to implementation and support, I provide training for attorneys, legal assistants, intake specialists, sales teams, virtual staff, and business owners.
I can help your team learn:
• Clio Grow
• Clio Manage
• GoHighLevel
• Zapier
• Intake workflows
• CRM best practices
• Lead management processes
• Client communication systems
• Workflow automation
• Administrative and operational procedures
Whether you're onboarding new team members, implementing a CRM, or improving existing processes, I can help create organized systems your team can confidently follow.
Software & Platforms
Clio Grow, Clio Manage, GoHighLevel (GHL), Zapier, HubSpot, Salesforce, Lawcus, Monday(.)com, Microsoft Dynamics 365, Oracle, Microsoft 365, SharePoint, Google Workspace, Calendly, Slack, Microsoft Teams, RingCentral, Dialpad, OpenPhone, Adobe Acrobat, DocuSign, DigiSign, WordPress, Google Ads, LSA, and Intaker.
Why Clients Work With Me
✔ 14+ Years of Professional Experience
✔ Extensive U.S. Law Firm and Business Operations Experience
✔ Clio Grow, Clio Manage & GoHighLevel Specialist
✔ CRM Implementation & Workflow Automation Expertise
✔ Experienced in Client Intake, Lead Management & Pipeline Optimization
✔ Zapier Integration & Process Automation Experience
✔ Strong Client Communication Skills
✔ Experienced in Operations, Billing & Administrative Support
✔ Reliable, Professional, and Self-Managed
✔ Quick Learner with Minimal Supervision Required
✔ Long-Term Partnership Focused
"Rica is a great professional. Always on time, super committed, and consistently delivers quality work."
"Rica worked at lightning speed, had a great attitude, and was extremely responsive."
"Excellent communication and always on top of her work."
If you're looking for a dependable Clio Grow, Clio Manage, or GoHighLevel consultant, Legal Virtual Assistant, Intake Specialist, CRM Administrator, Operations Coordinator, Automation Specialist, or Trainer who can help improve efficiency, streamline workflows, and support business growth, I'd be happy to discuss how I can help.
Steps for completing your project
After purchasing the project, send requirements so Rica can start the project.
Delivery time starts when Rica receives requirements from you.
Rica works on your project following the steps below.
Revisions may occur after the delivery date.
Intake & System Review (Grow + Manage)
I review your current Clio Grow and Clio Manage setup, including intake forms, pipelines, custom fields, workflows, templates, and matter processes, or design a system from scratch if needed.
Intake Forms & Custom Fields Setup
I create or clean up intake forms and custom fields in Clio Grow and Clio Manage to ensure consistent, accurate data capture across both systems.