You will get a Strategic CRM Audit by an experienced certified consultant – Any Platform
Project details
Is your CRM underperforming? Data messy, automations broken, reports useless?
I'm a CRM Systems Architect with 60+ tools in my stack. I've helped law firms fix disconnected case data, wellness brands repair broken automations, and retail businesses clean up duplicates destroying their reporting.
I don't run a generic checklist. I conduct a deep, strategic audit tailored to how YOUR business operates.
WHAT I AUDIT:
• Data architecture & field configuration
• Data quality & duplicates
• Pipeline & sales stages
• Workflow automations
• Integrations (Zapier, APIs, native)
• Reporting & dashboards
• User permissions & security
PLATFORMS: Zoho, HubSpot, GoHighLevel, Filevine, Salesforce, Pipedrive, Monday, Freshsales & more.
WHAT YOU GET:
✓ Comprehensive audit document with screenshots
✓ Priority-ranked recommendations
✓ Executive summary for stakeholders
✓ Video walkthrough of findings
I've built 180+ custom field systems for law firms and designed automation workflows managing thousands of contacts.
I understand business processes, not just buttons. That's the difference.
Message me – I'll tell you honestly if an audit is worth it.
I'm a CRM Systems Architect with 60+ tools in my stack. I've helped law firms fix disconnected case data, wellness brands repair broken automations, and retail businesses clean up duplicates destroying their reporting.
I don't run a generic checklist. I conduct a deep, strategic audit tailored to how YOUR business operates.
WHAT I AUDIT:
• Data architecture & field configuration
• Data quality & duplicates
• Pipeline & sales stages
• Workflow automations
• Integrations (Zapier, APIs, native)
• Reporting & dashboards
• User permissions & security
PLATFORMS: Zoho, HubSpot, GoHighLevel, Filevine, Salesforce, Pipedrive, Monday, Freshsales & more.
WHAT YOU GET:
✓ Comprehensive audit document with screenshots
✓ Priority-ranked recommendations
✓ Executive summary for stakeholders
✓ Video walkthrough of findings
I've built 180+ custom field systems for law firms and designed automation workflows managing thousands of contacts.
I understand business processes, not just buttons. That's the difference.
Message me – I'll tell you honestly if an audit is worth it.
Industry
Beauty & Cosmetics, Legal, Retail & Wholesale, Travel & Tourism, WellnessWhat's included
| Service Tiers |
Starter
$150
|
Standard
$350
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 1 day | 7 days | 10 days |
Live Consultation (Minutes) | 30 | 60 | 60 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$75 - $100
Data Cleanup Execution
(+ 3 Days)
+$200
Custom KPI Dashboard
(+ 4 Days)
+$250
Workflow Automation Fixes
(+ 3 Days)
+$175Frequently asked questions
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About Animisha
Legal CRM/CMS Architect | Filevine, Salesforce, Clio, MyCase, Zoho
86%
Job Success
Solihull, United Kingdom - 7:50 pm local time
Most implementations fail the same way: someone switches on a platform's defaults and walks away. I build from your workflows instead — every field, automation, and integration named in your own language, scoped in writing before anything is built, fully documented at handover. Five Salesforce certifications, 60+ platforms delivered across five countries. A systems architect, not a single-platform specialist.
What I do
⚖️ Legal case management — Filevine, Smokeball, Litify, CasePeer, SmartAdvocate, Clio (Grow/Manage/Draft), Lead Docket, PracticePanther, MyCase, Lawmatics. Intake, lifecycle phases, document automation, pleading containers, matter isolation, conflict checks. PI, lemon law, family, estate, immigration, criminal, civil, appellate, corporate.
📊 CRM & automation — Salesforce, Zoho (CRM/One/Analytics/Desk), GoHighLevel, HubSpot. Lead attribution, pipeline design, workflow automation, lifecycle tracking.
🔒 Compliance from day one — HIPAA, GDPR, SOC 2, legal ethics/privilege. Audit trails, role-based access, data residency designed into the architecture, not bolted on after.
👥 Paralegal deployment — trained paralegals placed alongside the build, so the workflow runs live on launch day instead of sitting empty.
Selected results
3,753% ROI — flagship Filevine PI build, 180+ fields, 24+ DocGen templates
£4.5M recovered — Zoho revenue-attribution rebuild that surfaced revenue the business couldn't trace to source
262 leads recovered — NY multi-practice firm (GoHighLevel + Filevine) that didn't know it was losing them
4,400+ tasks cleared — Lawmatics rescue, plus 44 rebuilt email templates
South Carolina PI (Filevine) — ~300 fields, 14 phases, 52 DocGen templates, compliance dashboards enforcing a subrogation gate and balance tracking
California PI & Lemon Law (Filevine) — 17 phases, ~488 fields, Claude API document-generation integration, live from day one with a placed paralegal
Florida reusable PI master (Filevine) — HIPAA-aware common layer built once, cloned per practice area at a fraction of the cost
Healthcare (Zoho + JustCall) — HIPAA-aware build with Fibonacci-cadence follow-up, deliberately lean
Silicon Valley M&A / corporate firm — GoHighLevel CRM + Clio integration, 51 automated workflows, full Lawmatics-to-GHL migration plus intake and content strategy across a multi-month engagement
Connecticut multi-practice litigation (Smokeball) — one universal pleading container spanning criminal, civil, habeas, and appellate, so drafting stays consistent no matter what type of matter walks in
Multi-attorney PI (Filevine) — 680+ fields, 54 DocGen templates; same-day demand letters and medical authorizations replaced hours of per-matter rekeying, every document pulling from a single source of truth
PI + Estate Planning (Filevine) — 36 sections, 592 fields, two very different practice areas running cleanly off one structure instead of two bolted together
Cross-border builds — systems calibrated to US, UK, Australian, UAE, and Indian practice, with jurisdiction-specific deadline logic and document standards baked in
🛠️ I build legal software from scratch, not just set up other people's — including a proprietary case-management platform for court systems that off-the-shelf Western tools don't support. So when your workflow needs something no existing platform does, I can build the thing itself, not just route around the gap.
If your system is half-built, inherited, or running on defaults nobody documented — that's exactly what I fix. Send me your workflow and I'll tell you what it'd actually take to do it right.
Steps for completing your project
After purchasing the project, send requirements so Animisha can start the project.
Delivery time starts when Animisha receives requirements from you.
Animisha works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Access Setup
I'll review your brief, confirm scope, and securely access your CRM to begin the audit
Deep-Dive System Analysis
I'll audit your data architecture, workflows, automations, integrations, and reporting setup