Richard B.

I specialize in intelligent automation and Customer Relationship Management (CRM) solutions specifically designed for law firms. My focus includes developing highly efficient intake procedures, automated document preparation workflows, and optimized lead management strategies. I implement systems that improve efficiency, enhance conversion rates, and increase ROI. I have over 15 years of system architecture expertise, in addition to my years of paralegal experience, I offer a distinct understanding of both technology implementation and internal legal operations. As a certified partner of Lawmatics, Clio, MyCase and others, I design and deploy customized solutions aligned with your firm’s specific operational workflows, financial models, and team structure to achieve peak performance. My methodology centers on a cycle of Audit, Automation, Measurement, and Optimization. This involves constructing frameworks, automating processes (intake, document generation, client communications), and establishing clear mechanisms for capturing data needed to measure KPIs. I also design attorney-supervised, privilege-preserving AI workflows with controls a firm can verify and prove. Platforms & tools I work in daily: Legal CRM & case management: Lawmatics, Clio Grow & Clio Manage, MyCase, Practice Panther, Filevine, Automation & integration: Zapier, Make (Integromat), n8nAPI integrations, document automation, e-signature Workflows: client intake, case/matter management, conflict checks, data migration, retention & e-signature, billing & payments Reporting: reporting-safe KPI dashboards (intake velocity, conversion, realization)