Quadri Y.
Legal Intake & Law Firm CRM Automation Specialist | Filevine | Clio
I help law firms automate intake, streamline workflows, and build efficient CRM systems that save time, reduce manual work, and improve client experience. I specialize in designing, implementing, and optimizing legal practice management systems using industry-leading platforms including Filevine, Clio, MyCase, Lawmatics, Lead Docket, Smokeball, CallRail, Smith.ai, Zapier, HubSpot, LawPay, and Google Workspace. My services include: • CRM Setup & Customization • Client Intake Forms & Custom Fields • Workflow & TaskFlow Automation • Document Templates & DocGen • CRM Migration & Data Cleanup • Software Integrations • CallRail & Smith ai Setup • Zapier Automations • Team Training & SOP Creation • Ongoing System Optimization Every solution is built around your firm’s workflow—not generic templates. Whether you’re starting from scratch or improving an existing system, I create automation that helps your team work faster while delivering a better client experience. I help law firms: • Eliminate repetitive manual tasks • Improve lead response time • Automate client intake • Reduce administrative workload • Increase operational efficiency • Keep data clean and organized • Scale with reliable automation If you’re looking for someone who understands legal operations—not just automation software—I can help design a system your team will actually enjoy using. Available for both one-time implementations and long-term support. Best Regards, Quadri Y.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $25
$8 in the last 6 months
Across 15 contracts
Earnings, last 30 days
Skill rankings: Top 42% in Law
Ranked by MRR among everyone on Upwork with the skill.
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