
Kapalı
İlan edilme:
Teslimde ödenir
Necesito a alguien que domine Holded a nivel avanzado para dejar la plataforma lista y funcionando en mi despacho jurídico. El objetivo es centralizar absolutamente todo: CRM, facturación, contabilidad y gestión documental, de modo que podamos trabajar solo desde ahí desde el primer día. Lo primero será configurar Clientes y expedientes dentro del CRM, creando los estados y campos personalizados que exige el flujo jurídico. Después vendrán las automatizaciones, la facturación recurrente y la contabilidad para que cada movimiento quede registrado y conciliado sin esfuerzo. Quiero además que el área de clientes resulte clara y coherente con los servicios legales que ofrecemos. Para la gestión documental prefiero una integración con otra plataforma (Dropbox, Google Drive o similar) que mantenga las carpetas sincronizadas y accesibles a cada expediente, con permisos bien definidos. También hace falta: • Métodos de pago configurados e integrados (tarjeta, transferencia y, si es viable, domiciliación SEPA). • Plantillas de facturas, presupuestos y correos adaptadas a nuestra marca. • Paneles e informes que muestren en tiempo real ingresos, previsiones y estado de cada caso. Daré por finalizado el proyecto cuando podamos emitir la primera factura real, abrir un expediente completo y compartir documentos con el cliente sin salir de Holded. Adjunta, por favor, una propuesta detallada donde expliques tu plan de trabajo, plazos y cualquier integración adicional que consideres útil.
Proje No: 40258279
7 teklifler
Uzaktan proje
Son aktiviteden bu yana geçen zaman 18 gün önce
Bütçenizi ve zaman çerçevenizi belirleyin
Çalışmanız için ödeme alın
Teklifinizin ana hatlarını belirleyin
Kaydolmak ve işlere teklif vermek ücretsizdir
7 freelancer bu proje için ortalama €436 EUR teklif veriyor

With over a decade of legal experience, I understand the unique needs of your law firm and how important centralized systems are for efficient workflow. My deep knowledge of Holded, a platform I have been using extensively, puts me in the best position to help you configure it to perfectly fit your legal practice. From client management to streamlining billing and accounting, my goal is to make sure every aspect of your operation runs smoothly. Furthermore, my familiarity with document integration platforms like Dropbox and Google Drive is an added advantage. I will not only ensure that your folders are kept synchronized and accessible with well-defined permissions but also provide a seamless transition as we bring it all under the Holded umbrella. Moreover, my competency extends to configuring payment methods and integrating them smoothly into the system. Whether it's card payments, transfers or SEPA domiciliation, I will ensure swift invoicing and effortless reconciliation. Overall, I assure you efficiency, coherency, and clarity regarding our services right from the first day we go live on Holded. I’m excellent at using these skills to inform tidy record keeping which means better analysis in creating accurate real-time insights into income streams according to cases progress; this includes complications of taxable elements arising from case incomes.
€500 EUR 2 gün içinde
6,3
6,3

yeah i can centralize absolutely everything: CRM, invoicing, accounting, and document management, so as i have read your job description carefully so as i have some questions about that, so when u are here plz text me so we can discuss about it more if u can consider with me that as well.
€700 EUR 5 gün içinde
3,5
3,5

With over a decade of experience in WordPress development, I've become well-versed with various business management platforms - including Holded. Although my speciality lies in website development, my skill-set expands beyond that into automation and effective management - precisely what your project calls for. I fully understand the complex nature of legal workflow and can customize your CRM accordingly. My proficiency in integrating different platforms like Dropbox or Google Drive would be beneficial for establishing a streamlined document management system within Holded. When it comes to finance, I'm also experienced in setting up multiple payment methods such as cards, transfers, and SEPA domiciliation if it's feasible for your business needs. Furthermore, as a Certified WordPress Developer, creating branded invoices, quotes, email templates to align with your firm's identity is second nature to me. Not to mention developing live panels and reports for real-time updates on your income, forecast, and cases statuses with utmost clarity. Thank you for considering my candidacy – all my skills and expertise are at your disposal to optimize Holded to create an efficient digital office environment for you and the entire team at your law firm. Just give me the opportunity to take care of this project; I'll keep you informed, stay available & focused throughout the process.
€450 EUR 7 gün içinde
0,0
0,0

As a seasoned professional with 13+ years of experience, your search for an expert to configure Holded for your legal firm ends here. My expertise lies in developing tailor-made python web automation and data mining platforms and I use these skills to create high-impact solutions tailored to each client's needs. Having worked on several platforms with similar requirements, I am well-versed in the intricacies of Holded and can seamlessly establish the CRM, billing, accounting, and document management systems that meet the unique demands of your legal workflows. In addition to integrating your CRM with Dropbox or Google Drive for efficient document management, my extensive knowledge of Holded also extends to configuring payment methods (cards, bank transfers, and potentially SEPA).
€250 EUR 2 gün içinde
0,0
0,0

Hello, I hope you're doing well! I'm a Top-Rated Full-Stack Developer with 12+ years of experience delivering scalable, high-quality digital solutions. I’ve completed 100+ projects across Node.js, Python (Django/Flask), PHP (Laravel, CodeIgniter, Yii2), React/Vue/Angular, Shopify & E-commerce, and Mobile Apps (React Native, Flutter). My clients value my reliability, communication, and commitment to deadlines. Why I’m a Great Fit: > I carefully review project requirements to ensure full clarity. > I deliver clean, maintainable, and scalable code. > I break complex tasks into structured milestones with regular updates. > I work seamlessly across time zones using Jira, Asana, and Basecamp. What I Can Deliver: > Full-Stack Web & Backend Development (APIs, Platforms) > E-commerce & Marketplace Solutions (Shopify, WooCommerce, Magento) > Mobile Apps (React Native, Flutter) > AI/ML Integrations, Chatbots & Analytics > DevOps (AWS, Docker, CI/CD), Testing & QA > UI/UX Support & Technical Consulting My Approach: > Requirement Analysis & Scope Confirmation > Clear Timeline with Defined Milestones > Iterative Development with Demos > Thorough Testing & Final Delivery > Post-Launch Support Best regards,
€500 EUR 7 gün içinde
0,0
0,0

Plazo: 1–2 semanas | Coste: €400 ~ 500 | Experiencia avanzada en Holded He implantado Holded en despachos y pymes donde el reto real no es “configurar módulos”, sino adaptar CRM, facturación y contabilidad al flujo jurídico sin generar duplicidades ni fricciones operativas. En tu caso, el foco estará en: • Modelar Clientes y Expedientes con estados y campos personalizados • Automatizar facturación recurrente y asientos contables enlazados • Integrar gestión documental (Drive/Dropbox) con estructura por expediente y permisos claros • Configurar pagos (tarjeta, transferencia y SEPA si aplica) • Diseñar plantillas y paneles financieros en tiempo real Plan: análisis de procesos → configuración CRM → automatizaciones y facturación → contabilidad y conciliación → integración documental → dashboards y pruebas reales hasta emitir la primera factura operativa. Puedo detallar cronograma por semanas y mejoras adicionales (portal cliente, firma electrónica, recordatorios automáticos). Listo para empezar.
€400 EUR 7 gün içinde
0,0
0,0

Marbella, Spain
Ödeme yöntemi onaylandı
Şub 25, 2026 tarihinden bu yana üye
€250-750 EUR
€30-250 EUR
$250-750 AUD
€250-750 EUR
$250-750 USD
$30-250 USD
$2-8 USD / saat
$30-250 USD
₹37500-75000 INR
$30-250 USD
₹600-1500 INR
$10-500 USD
$10-15 USD
₹400-750 INR / saat
£2-5 GBP / saat
$250-750 USD
$30-250 USD
$30-250 USD
$15-25 USD / saat
$30-250 USD
₹1500-12500 INR
$30-250 USD