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Skills

  • Appointment Setting
  • Consultant
  • Design
  • Event Management
  • Legal Advice
  • Software Consulting

Services

  • Legal CRM Consulting/Design

    $90/hr Starting at $100 Ongoing

    Dedicated Resource

    I help small law firms implement and improve their CRM in a personalized and efficient manner designed for each firm. I help firms utilize their CRM to its fullest capability by building workflows that...

    Appointment SettingConsultantDesignEvent ManagementLegal Advice

About

Easing the administrative burden of operating a law firm

I have worked as a project manager for a legal CRM consulting company for the past 3 years. We work mostly with estate planning and probate; small to medium sized firms. I have learned a lot about Lawmatics CRM, in particular, and the best practices to utilize the platform to its fullest capabilities. I also offer administrative and intake support for small law firms as I was a legal administrative assistant for 3 years before becoming a project manager in the legal software field.

Work Terms

I am available for meetings weekdays 9-5 CST. The work on your project will be completed independently with regular progress/status updates. I will complete the work in your Lawmatics account, so you will be able to view my progress.

Payment Terms:
Hourly or flat rate
I will need a minimum initial payment of %50 of your total project fee for flat rate.
Hourly rate is $95USD with a mandatory $200 down payment with weekly invoices.