Setting Up Monday.com for a family law firm

I need to hire someone to set up monday.com for a family law firm with 5 current users which may get bumped up to around 7 -8 in the next year. Kind of a complex project. Need a lot of integrations (clio, outlook, calendly, zoom, etc.)

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Hi @joefrick - Welcome to the community! I’d love to chat with you and learn more about your firm and see how we can help. Polished Geek helps clients all over the world build workflows that take the complexity out of your business processes and help you do more with monday․com. You can book a time here with me - Book Polished Geek: more with monday.com

~ Deb Cinkus
Product-certified Partner

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Hello @joefrick , I sent over a direct message as well. Welcome to the platform!

I highly recomments speaking with @PolishedGeek @Thomas-Omnitas @basdebruin , @timlittletech and @ilia510

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Thanks @AnthonytheEngineer!

Hey @joefrick I’d be happy to talk through your needs for Monday and any integrations as well! I’ve set up many clients on Monday.com including small family law practice in workman’s comp. not sure what kind of law you do but feel free to book a free 30m consult at Calendly - Tim Little

Best!

Hi @joefrick

Welcome to the community! My team and I have previously done many similar set ups for our clients.

I’ve specialised in Monday.com for four years now and love the software! I also have a background in management and projects, allowing me to streamline my clients’ processes with ease! On my team, I also have another Monday specialist, project manager and a developer/Zapier expert, so you will never have to wait for answers.

I offer a complimentary 1-hour initial meeting to review your current set up and needs, and show you options going forward. You can book a session through this link(Calendly - Elena Korolkova (Kick Consulting)).

I look forward to hearing from you.

Elena
Kick Consulting
(https://www.kickconsulting.com.au/)

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Hi Joe,
This sounds like something well within my area of expertise and I would be able to help you out on this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

We would love to talk to you about monday.com. If you’d like to set up a 30-minute intro call let me know! jenna.mackillop@iointegration.com.

is this a public message?

Hi @joefrick - Yes, when you posted this into the Hire a Specialist category, it became public for everyone in the forum. You need to use the Message button on a user’s profile in order to privately communicate with them. Unfortunately, the private message threads look just like the public threads, so it can be confusing. It’s best to email me directly at deb@polishedgeek.com to continue our conversation. :slight_smile:

Please email me at thedellconsulting@gmail.com