Wichita, Kansas · Practical operations support
CRM Setup, Migration & Staff Training in Wichita
Hands-on CRM selection, setup, data migration, workflow documentation, and staff training for small businesses and law firms.
Can someone set up a CRM for my small law firm and train my staff?
Yes. I help turn scattered client records, intake forms, follow-ups, and staff workarounds into a system your team can use. That can include selecting a platform, configuring it, preparing and migrating data, testing workflows, documenting the process, and training staff.
Experience behind the work
I’m a Clio Certified Administrator. My legal operations work includes a migration of 3,500+ case records and 15,000 contacts, with eight staff members trained. Read the implementation case study.
How a project starts
We review the current system, agree on the records and workflows in scope, and define a practical migration and training plan. A migration or custom implementation is scoped and quoted separately; it is not automatically included in the $749 Operations Reset.
Local and remote support
I’m based in Wichita, Kansas. On-site and remote work depend on the project and scheduling.
Need ongoing help after setup? Explore part-time operations support.