AI Automation Engineer – Personal Injury Law Firm (Phase 1)

AI Automation Engineer – Personal Injury Law Firm (Phase 1) Overview We are a plaintiff personal injury law firm seeking an experienced AI automation engineer to build a practical AI-powered operations system that reduces administrative workload and improves case management. Firm Profile: - 1 Attorney - 1 Legal Assistant - Approximately 100 Active Cases - Approximately 25 Cases in Litigation We are not looking for chatbots, prompt engineering, or marketing automation. We are seeking a builder who can deploy production-grade workflow automation integrated with our existing systems. --- Existing Technology Stack - CASEpeer - Supio - Gmail (Google Workspace) - Google Calendar - Google Drive - Claude - ChatGPT - CoCounsel - PLAUD --- Phase 1 Objective Build a Daily Case Command Center and Follow-Up System. The goal is to ensure that every morning the attorney knows exactly which files require attention and why. --- Deliverable #1: Daily Case Command Brief Generate a daily briefing containing: Litigation Matters - Upcoming depositions - Discovery deadlines - Hearings - Expert deadlines - Outstanding litigation tasks Pre-Litigation Matters - Treatment complete but no demand - Missing medical records - Records requests outstanding more than 21 days - Demands pending more than 30 days - Settlement checks outstanding Communications - Unanswered client emails - Unanswered adjuster emails - Unanswered defense counsel emails - Communications requiring attorney attention Case Velocity - Stale files - Cases with no recent activity - Recommended next actions --- Deliverable #2: Gmail Intelligence The system should: - Monitor designated Gmail inboxes and labels - Identify case-related emails - Extract action items - Detect deadlines - Identify follow-up opportunities - Draft suggested responses --- Deliverable #3: Follow-Up Automation Generate draft communications for approval: - Medical records requests - Provider follow-ups - Adjuster follow-ups - Client status updates - Scheduling communications No communication should be sent automatically. Human approval is required before sending. --- Deliverable #4: Calendar & Reminder Automation Create and manage: - Follow-up reminders - Litigation reminders - Discovery reminders - Records request reminders - Suggested calendar events --- Deliverable #5: CASEpeer Integration Where supported by available integrations/APIs: - Create tasks - Create notes - Associate communications with matters - Maintain activity history --- Technical Requirements Required: - n8n - Python - OpenAI API - Anthropic API - Gmail API - Google Calendar API - Google Drive API - REST API integrations Strongly Preferred: - LangGraph - LangSmith - Google Workspace administration - Salesforce integrations - CASEpeer, Clio, or Filevine experience - Legal technology experience - HIPAA or regulated-data experience --- Security Requirements - Human approval before external communication - Activity logging - Error handling - Retry mechanisms - Secure credential management - Documentation of workflows --- What Success Looks Like The system should: - Reduce administrative workload - Improve follow-up consistency - Reduce stale files - Improve litigation oversight - Improve case visibility - Provide a daily prioritized action plan --- Application Requirements Please include: 1. Similar workflow automation projects you have completed. 2. Experience with n8n and AI workflow automation. 3. Experience integrating Gmail and Google Workspace. 4. Experience integrating CRM or case-management systems. 5. Proposed architecture for this project. 6. Estimated timeline. 7. Estimated fixed-fee budget. Begin your application with: CASECOMMAND Applications without this keyword will not be considered. --- Budget Expected Phase 1 Budget: $8,000–12,000 Preference will be given to candidates who can demonstrate production deployments rather than proof-of-concept or prompt-engineering projects.