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Jerry Chapman
@jerry_chapman
Legal and Tax CRM Setup Integration and Automation Specialist
Nigéria
Inglês, Francês, Espanhol, Alemão, Italiano
Sobre mim
Hi, I'm Jerry Chapman, a Legal and Tax CRM Setup, Integration and Automation Specialist. I help law firms, accountants and tax preparers automate intake, case tracking, tax workflows, document collection, deadlines and followup. I work with Filevine, Smokeball, MyCase, Lawmatics, Litify, Docketwise, TaxDome, Canopy, Karbon, Financial Cents, Drake Tax, QuickBooks Online and other legal, tax and accounting platforms. Services include CRM setup, integration, workflow automation, client onboarding, lead management, document workflows, reminders, data migration and setup. MESSAGE ME TO GET STARTED!
Habilidades
Jerry Chapman
offline •
Conheça meus serviços
Gerenciamento de CRM
I will mycase lawmatics litify docketwise law ruler eimmigration jubilee gavel eway CRM
Gerenciamento de CRM
I will filevine smokeball rocket matter bill4time smartadvocate redview CRM legal suite
Experiência profissional
Fiverr
Freelance • 8 mos
Canopy to Financial Cents Practice Management Integration
Sep 2026 - Present • 1 mo
Accounting and tax practices need organized systems for client communication, document requests, recurring work, and task deadlines. I focus on improving workflow coordination between Canopy and Financial Cents to support efficient practice management. • Organized client onboarding and service workflows • Structured document requests and client records • Configured recurring task and deadline tracking • Improved visibility into work status and outstanding items • Reduced repetitive practice administration through workflow automation The result is a more consistent tax and accounting workflow that helps teams manage client tasks, documents, and service delivery.
TaxDome to QuickBooks Online CRM Integration
Aug 2026 - Present • 2 mos
Tax and accounting firms can struggle with disconnected client onboarding, document collection, task tracking, and accounting workflows. I focus on connecting TaxDome and QuickBooks Online processes to improve client organization and reduce repetitive administrative work. • Organized tax client onboarding and document requests • Structured client records and accounting workflows • Configured task assignments and deadline reminders • Improved coordination between tax practice and bookkeeping processes • Streamlined recurring client administration The result is a more organized tax workflow with clearer task visibility, improved client coordination, and less manual work.
Docketwise to eImmigration Workflow Integration
May 2026 - Present • 5 mos
Immigration practices handle extensive client information, document requests, application milestones, and time-sensitive tasks. I focus on organizing workflows between Docketwise and eImmigration to support consistent client onboarding and matter tracking. • Structured immigration client intake workflows • Organized document collection and case milestones • Configured task reminders and status updates • Improved client record organization and tracking • Streamlined repetitive administrative processes The result is a more structured immigration workflow that helps teams monitor client information, outstanding documents, and case progress.
