You will get Clio Complete implementation by a Clio Champio along with your inshore team
Project details
Digital implementation is sometimes hard if the human part gets underestimated or taken for granted. Company culture should be kept in mind, as well as initial requirements clearly defined. Getting things done in new ways will always find some resistance. The usage of an experienced freelancer might be a good thing if that freelancer is fully aware of the need for getting company positions involved in the adoption process.
Project Type
Business Consulting, Legal, Training & DevelopmentWhat's included
| Service Tiers |
Starter
$4,258
|
Standard
$5,893
|
Advanced
$6,980
|
|---|---|---|---|
| Delivery Time | 25 days | 31 days | 45 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
Frequently asked questions
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AI
Anna I.
Aug 20, 2025
Remote Intake Coordinator - Bilingual in Spanish and English
BM
Benjamin M.
Jun 6, 2025
Inbound Appointment Setter for Medical
AW
Aaron W.
Feb 12, 2025
Bilingual Patient Scheduler for Medical Spa
About Juan José
Virtual Assistant
85%
Job Success
La Romana, Dominican Republic - 9:58 pm local time
I'm quite experienced using tools like:
Skype and RingCentral: For telephone bilingual (Spanish / English communication)
Clio Complete: With a certification as Clio Administrator and implementation experience.
MS Teams and Outlook (As well as the whole MS Office package): For internal and external communications in writing, as well as task controlling
OneDrive and Google Suite: For archives sharing, and spreadsheets maintenance to control KPIs being reviewed weekly
Valant: For appointment setting, insurance verification, collections, and data management
Fresh Ticket, Jira, & Zendesk: For issue escalation to specific departments and follow-ups
I've been educated to manage my daily duties using the GTD (Getting Things Done) methodology. I'm also used to agile project management and a quick meeting strategy to hold more productive meetings. I have a home office space devoted to enabling distraction-free task fulfillment with confidentiality.
I've got 2 years of experience as a Medical Appointment Setter and more than 3 as a Medical Interpreter (English/Spanish). In my working experience, I've gotten the opportunity to serve as an Administrative Assistant; this has given me the chance to understand how relevant this position might be for company success, one call at a time.
Steps for completing your project
After purchasing the project, send requirements so Juan José can start the project.
Delivery time starts when Juan José receives requirements from you.
Juan José works on your project following the steps below.
Revisions may occur after the delivery date.
Phase 1: Planning & Preparation (2)
>> Define clear goals for Clio implementation >> Define Legacy Systems Data Management Methods >> Develop a detailed project timeline >> Define and assign roles and responsibilities Freelancer + Inshore Support >> File and matter naming conven..
Phase 2: Training & On-boarding (4–5)
>> Identify any training needs or re-training needs >>> Coordinate interactive (hands-on) workshops and webinars covering Clio's features (Based on defined user roles) >>> Provide access to resources and support materials >> Define Mock data...