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
Law Firm CRM & Automation | Clio Grow | Clio Manage | Zapier
100%
Job Success
Danao, Philippines - 3:10 pm local time
I work with law firms to improve client intake, CRM management, lead follow-up, onboarding, case workflows, document collection, reporting, and automation. This can mean setting up a new system, cleaning up an existing one, connecting platforms, or simply figuring out a better way for your team to work.
I'm a Clio Certified Administrator with hands-on experience in Clio Grow and Clio Manage, along with years of experience supporting the actual day-to-day operations of U.S. law firms. That matters because I don't look at the CRM separately from the people using it. I understand intake, consultations, retainers, matter opening, billing, follow-ups, client communication, and the administrative work happening behind the scenes.
What I can help with:
• Clio Grow & Clio Manage setup, cleanup and optimization
• GoHighLevel (GHL) CRM, pipelines and workflows
• Zapier integrations and workflow automation
• Jotform forms, intake questionnaires and conditional logic
• Pipefile document collection and client workflows
• Client intake, lead management and consultation workflows
• Email & SMS automation and lead nurturing
• Client onboarding and matter-opening workflows
• Custom fields, templates, automated tasks and reminders
• CRM migration, data cleanup and organization
• SOPs, process documentation and staff training
• KPI tracking, dashboards and operational reporting
• Billing, payment and collection workflows
• Law firm operations and process improvement
Platforms & tools I've worked with:
Clio Grow • Clio Manage • GoHighLevel • Zapier • Jotform • Pipefile • LawPay • Lawcus • HubSpot • Salesforce • Microsoft Dynamics 365 • Calendly • Intaker • DocuSign • Adobe Acrobat • Google Workspace • Microsoft 365 • SharePoint • Slack • Teams • RingCentral • Dialpad • OpenPhone • WordPress • Google Ads • Local Services Ads
I've supported law firms handling Bankruptcy, Foreclosure Defense, Estate Planning, Probate, Trust Administration, Personal Injury, Employment Law, Civil Litigation, and Family Law.
I also have experience with team supervision, staff onboarding, training, recruitment, bookkeeping support, accounts receivable/payable, executive support, project coordination, sales operations, lead generation, and performance reporting.
If you're setting up Clio Grow or Clio Manage, improving a law firm's CRM, automating intake with GoHighLevel or Zapier, or trying to connect several systems that aren't working well together, that's where I can be most useful.
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.