Isabelle M.

CRM MODERATOR - OPERATIONS ADMIN - PROJECT MANAGER Workflow Automation - any software/crm we use Calendar Scheduling Case Review Meetings Executive Assistant to CEO HR Admin and KPI Individual and Team Reporting Case Status Update Certified - Filevine Basic Certified - Filevine Advanced 1 Certified - Filevine Advanced 2 Automation using Zapier, Workato, n8n - SLACK, GOOGLE, FILEVINE, and other software. FILEVINE - Expert Developer LOIS Dashboard LOIS and AI Report Filevine AI Fields Mergefield coding Filevine Zapier Integration Deadline Chains Reminders Custom Editor Phase Taskflow Calendar Report Fusion (can build complex report fusion templates) Simple and complex DocGen; and MORE Filevine Advanced Access. CLIO - Expert Developer Clio Manage Clio Grow Clio AI & Research Clio for Clients Clio Accounting Clio Document Fields LITIFY - Expert Developer Litify Moderator Back-end Operator Litify Matters Litify Documents Other software: Lawmatics AirTable Case Status DOMO 1 and more. LEGAL FIELDS Personal Injury Law Estate Planning Probate Criminal Law Civil and Family Law PS: I recently received a low feedback score due to the time zone difference. I am apologizing ahead of time if this is something that you will greatly consider. Please don't give me a low score because of the time zone difference; this is something that I can't change. Thank you for understanding. Kindest regards, Isabelle Miranda