Herber A.

I help law firms, government agencies, and growing businesses get their records, case files, and document systems under control: organized, compliant, and easy to find. What I do: • Clio setup, cleanup, and administration: matters, contacts, document folders, templates, workflows, and user permissions • OnBase administration: document types, user accounts, access controls, and workflow support • DocuWare implementation: file cabinets, indexing, workflows, and digitization projects • SharePoint document management and site organization • CRM implementation and cleanup: pipelines, custom fields, data migration, and automations (recent full Capsule CRM implementation, 5-star review) • Records retention schedules, file plans, and records inventories • Legal hold and public records / FOIA request processes • SOPs, process maps, and policy documentation your staff will actually use • Personal-injury case support: medical record organization, demand package preparation, settlement and lien tracking Credentials: • OnBase Certified System Administrator • Clio Certified Administrator • DocuWare Technical Expert – Setup (2025, 2026) • Founder of IntegraDoc GT S.A., a DocuWare Authorized Partner • Master of Public Administration, Northern Arizona University Background: Over a decade in records management and information governance with a large U.S. municipal government, where I administer an OnBase system, support public records request administration, maintain retention and legal hold processes, and write departmental procedures. I also provide paralegal and legal operations support to a personal-injury law firm, including Clio administration. How I work: I start by understanding how your files and processes work today. Then I deliver a clear plan, the configured system or finished document, and written instructions so your team isn't dependent on me. I typically respond within a few hours and work in English or Spanish. Send me a short description of what you're trying to fix (a messy Clio account, a document backlog, a migration to DocuWare) and I'll tell you how I'd approach it.