Julieth O.

Legal Assistant, Legal CRM implementation & Operations Specialist for attorneys and growing law firms that need organized systems, streamlined workflows, and dependable day-to-day legal support. As a Licensed Attorney and Legal Assistant, I provide legal administrative support, legal CRM setup & management, Legal writing, case management, client intake, paralegal support, Legal Tech support, and workflow automation that help law firms operate more efficiently and free up valuable billable time. Every hour you spend on CRM setup & implementation (Clio, MyCase, PracticePanther, Lawcus, Filevine, Leap, DocuSign), administrative tasks, Legal research & Legal writing, Creative writing, chasing intake documents, or organizing case files is an hour you're not billing clients, and I help law firms eliminate those administrative and operational bottlenecks by building efficient systems that keep your practice organized and running smoothly. I'm a licensed Attorney and a Certified Clio, MyCase, Filevine, Lawcus, Leap, and PracticePanther Administrator with 6+ years of experience supporting solo attorneys, boutique firms, and growing law practices across the US, UK, Australia, and Canada in different practice areas like: Personal Injury, Immigration, Family, Contract, Estate Planning, Criminal & Civil Litigation. My approach combines legal knowledge and legal technology to improve how your firm operates every day. Here's How I Can Help: Legal CRM Setup, Management & Optimization Whether you're implementing a new CRM or improving an existing one, I can help you get the most from your practice management system. • CRM setup and configuration (Clio Grow, Clio Manage, MyCase, Filevine, PracticePanther, Lawcus, Smokeball & Docketwise) • Data migration, cleanup and organization • Matter and client record management • Pipeline and workflow customization • CRM optimization and ongoing maintenance Client Intake & Matter Management I help law firms: • Build efficient client intake workflows • Create digital intake forms • Open and organize new matters • Manage client onboarding • Conduct conflict checks • Track matters from intake through completion • Organize client files and communications Paralegal & Case Management Support I provide legal support throughout the lifecycle of a matter, including: • Legal research (LexisNexis & Westlaw) • Contract drafting and legal document preparation • Discovery support • Demand letters • Immigration Creative writing • Deposition summaries • Trial preparation support • Calendar, docket, and deadline management • Court filing support • Legal correspondence Workflow Automation & Legal Operations I help law firms eliminate repetitive administrative work by improving the systems behind their practice. This includes: • Client intake automation • Workflow design and optimization • Zapier and Make automations • Automated reminders and notifications • Document automation • Process improvement for recurring administrative tasks Document Automation & E-Signature Workflows • Fillable PDF & legal forms • Document templates • Clio Draft & Gavel • DocuSign setup and workflows • PandaDoc workflows • Document organization and management Administrative Support • Calendar and appointment management • Email and inbox management • Client Intake & communication • Time entry and billing support • File organization • Scheduling consultations • General legal administrative assistance Tools I work with: •Clio Manage • Clio Grow • MyCase • Filevine • PracticePanther • Lawcus • Smokeball • Docketwise • Leap • Zapier • Make •Airtable • Clio Draft • Gavel • DocuSign • PandaDoc • Adobe Acrobat Pro • Dropbox. • Jotform • Decision Vault • Typeform • LexisNexis • Westlaw • Claude •ChatGPT • Microsoft Office • Google Workspace • Outlook • Excel • Microsoft Teams • Zoom •Ring central. What this has looked like for firms I've worked with: • Rebuilt a 1,500-contact Clio CRM for a litigation firm disorganized for years, cleaned and optimized it in under 3 weeks. Follow-up rates improved immediately. • Designed an end-to-end client intake automation that eliminated manual data entry and cut intake-to-case-creation from 2 days to under an hour. • Saved a solo immigration attorney 15+ hours per week by restructuring her inbox, calendar, and case management systems without replacing a single tool. • Reduced document turnaround time by 40% for a high-volume discovery firm using Make, Zapier, DocuSign, and Clio Draft. Whether you need ongoing legal administrative support, a reliable paralegal, help implementing your legal CRM, or someone to improve your firm's workflows, I'm committed to making your practice more organized, efficient, and scalable. If that sounds like what your firm needs, click "Invite to Job" or send me a direct message now!