Rica M.

CLIO GROW & CLIO MANAGE | SETUP, WORKFLOW OPTIMIZATION, BILLING & LEGAL OPERATIONS As a Clio Certified Administrator, I help law firms configure, organize, and manage Clio Grow and Clio Manage around the way their teams work. My experience covers initial setup, existing-account cleanup, intake pipelines, matter management, document templates, billing workflows, reporting, and integrations. Law firm billing is a core area of my work. I prepare and review draft bills, coordinate attorney approval, send invoices, record confirmed payments, monitor outstanding balances, and manage payment follow-ups. I help keep billing records organized and monthly billing moving on schedule. Beyond Clio and billing, I provide executive assistance, CRM management, client communication, document management, and day-to-day operations support to law firms, professional service providers, agencies, consultants, and growing businesses. With extensive experience supporting U.S. law firms and remote teams, I’m comfortable handling sensitive information, competing deadlines, and client relationships. I work independently, take ownership of tasks, and keep clients and team members informed so important work moves forward without constant supervision. SERVICES I CAN SUPPORT: EXECUTIVE AND ADMINISTRATIVE SUPPORT • Executive and virtual assistance • Email and inbox management • Calendar management and appointment scheduling • Client and customer communication • Data entry and database management • Task tracking and deadline management • File and document organization • Research and vendor coordination • Meeting coordination and follow-up • SOP creation and process documentation CRM, CLIENT, AND LEAD MANAGEMENT • CRM setup, organization, and database cleanup • Client intake and onboarding • Lead management and follow-up • Pipeline and workflow management • Contact and matter record maintenance • Email and SMS campaigns • Consultation and appointment scheduling • KPI, lead-source, and performance reporting • GoHighLevel workflows and CRM management • Zapier integrations and workflow automation DOCUMENT, PDF, AND E-SIGNATURE SUPPORT • PDF editing, formatting, and document revisions • Combining, splitting, organizing, and compressing PDFs • Creating fillable PDF forms and form fields • Document conversion and preparation • Electronic signature setup, sending, and tracking • Signature, initial, date, and text-field placement • Adobe Acrobat, DocuSign, SignWell, and other e-signature platforms • Forms, agreements, and document collection BILLING AND BUSINESS OPERATIONS • Billing and invoice management • Accounts receivable and accounts payable support • Payment processing and collection follow-ups • Expense tracking and bookkeeping support • Team coordination and task assignments • Staff onboarding, training, and supervision • Recruitment and applicant coordination • Operational reporting and process improvement LEGAL ADMINISTRATIVE SUPPORT • Clio Grow and Clio Manage administration • Legal client intake and lead management • Matter opening and case-file setup • Fee agreements and engagement documents • Legal document formatting and preparation • Court e-filing support • Calendar, deadline, and task management • Client follow-ups and document collection • Law firm billing and accounts receivable • Legal operations and law firm administration TOOLS AND PLATFORMS: Clio Grow, Clio Manage, GoHighLevel, Zapier, Jotform, Pipedrive, HubSpot, Salesforce, Lawcus, LawPay, Clio Payments, Microsoft 365, SharePoint, Google Workspace, Slack, Microsoft Teams, RingCentral, Dialpad, OpenPhone, DocuSign, SignWell, Adobe Acrobat, WordPress, Google Ads, and Local Services Ads. My legal-industry experience includes bankruptcy, foreclosure defense, estate planning, probate, trust administration, personal injury, employment law, civil litigation, and family law. Additional experience includes customer service, sales support, lead generation, appointment setting, research, recruitment, bookkeeping support, project coordination, and team supervision. Available for ongoing, part-time, and project-based support. If you need someone reliable to organize your workflows, manage client and administrative responsibilities, clean up your CRM, prepare documents, or strengthen your daily operations, send me a message to discuss how I can support your business.