Clio Setup & Data Migration for Law Firm
$25-50 USD / heure
I'm transitioning my law practice to Clio and need assistance setting up my files. I have about 60 current cases.
Key Requirements:
- Data Migration: This includes moving client documents and email records from our previous systems into Clio.
- Customizing Workflows: Setting up case-specific workflows within Clio to streamline processes and improve efficiency.
- Initial Setup: Organizing all files by case type in Clio for easy access and navigation.
Ideal Skills and Experience:
- Proficient with Clio law office management software.
- Experience in data migration and workflow customization in Clio.
- Understanding of law office procedures and case management.
The project should be completed within 1 month. Ongoing support will be required post-migration.
Nº du projet : #38789965
À propos du projet
11 freelances font une offre moyenne de 34 $/heure pour ce travail
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