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Joseph
@prolevelconcept
CRM Consultant Dedicated to Better Workflows and Better Results
Royaume-Uni
Anglais, Espagnol, Français, Allemand, Italien
À propos de moi
Hello, I am Joseph, a CRM Expert with years of experience helping businesses streamline customer relationships, automate workflows, and increase sales. I specialize in CRM setup, customization, migration, integration, and optimization using HubSpot, Salesforce, Zoho CRM, Pipedrive and GoHighLevel. My goal is to deliver results driven CRM solutions that fuel business growth. MESSAGE ME NOW TO GET STARTED!
Compétences
Joseph
hors ligne •
Temps de réponse moyen de 2 heures
Voir mes services
Gestion de la relation client
I will automate your legal CRM client intake and workflow using clio mycase lawmatics
Gestion de la relation client
I will setup legal crm clio mycase ghl lawmatics casepeer filevine casepeer cosmolex
Portfolio
Expérience professionnelle
Freelancing Career
Indépendant • 2 yrs 6 mos
Freelance Legal CRM Specialist
May 2025 - Present • 1 yr 3 mos
Configured and optimized legal CRM systems including MyCase, Clio, Lawmatics, Filevine, CasePeer, and CosmoLex. Built client intake workflows, managed legal billing, automated follow-up processes, organized case management, and customized CRM pipelines for law firms.
Legal Billing Specialist
Aug 2025 - Jul 2026 • 11 mos
Managed legal billing processes, invoice generation, trust accounting, payment tracking, expense management, and financial reporting using MyCase and CosmoLex.
Legal Virtual Assistant
Jan 2026 - May 2026 • 4 mos
Managed legal calendars, prepared client documents, tracked deadlines, organized case information, and maintained communication with clients.
