Perpetua J.

Legal & Healthcare Operations Manager | Clio, Dubsado, Monday, Make

I build and run the back-office systems that law firms and healthcare practices actually use to operate, practice management setups, client intake pipelines, and automations that replace hours of manual admin work. Recent work includes: — Built a law firm's Clio Manage system from scratch (practice areas, custom fields, matter templates, task workflows) — Designed a full client intake pipeline across Monday, and Gmail, matter boards, automated routing, assignee workflows — Built a multi-firm Dubsado workspace (6 client firms) with Kanban boards, recurring invoicing, and client portals — Created a HIPAA-adjacent credentialing intake system for a healthcare consulting firm using JotForm, Make, Zapier, and DocuSign I work across Clio, Dubsado, Monday, Make, Zapier, JotForm, DocuSign, Dropbox, Calendly, and Google Workspace — and I specialize in translating a messy manual process into a system your team can actually run without me. If you're a law firm, healthcare practice, or professional services business drowning in intake forms, spreadsheets, or manual handoffs, I can map it out and build the fix. Key Skills: Clio Manage Dubsado Monday Make (Integromat) Zapier JotForm DocuSign Legal Operations Law Firm Administration Healthcare Credentialing CRM Automation Process Automation Jotform Airtable Google Workspace Do you have a process that's eating up your team's time, or a system that needs to be built from scratch? Send me a message with what you're working with, I'll tell you honestly whether automation is the right fix and how I can help you. Regards, Peppy