Erwin L.

As a results-driven professional, I take pride in delivering high-quality work on time, every time. I’m committed to earning and maintaining your trust by providing dependable, efficient, and detail-oriented service across a range of legal, operational, and automation-focused tasks. Key Skills & Tools Legal Technology & CRM Systems: CLIO Grow & CLIO Manage Lawmatics (including Automation) Lawyaw (CLIO Draft) Trust Reconciliation Docusign Automation & Workflow Optimization: Zapier Automation Trello Automation ActiveCampaign (Automation & Pipeline Setup) HubSpot ClickUp Trello Operations, Management & Project Execution: Project Management Risk, Quality & HR Management Staff & Budget Management Head of Operations Experience Meeting Facilitation & File Setup Document Generation / Fusion Email and Calendar Management Technical Skills & Reporting Tools: Power BI, Power Query, SQL Microsoft Office Suite Google Workspace Adobe PDF Zoom Phone, Zoom Meeting, RingCentral Slack My diverse experience allows me to provide a well-rounded and strategic approach to supporting law firms and other professional services. Whether you're looking to improve workflows, streamline intake and automation, or need strong operational support, I'm ready to help move your business forward.