Lawcus CRM + Zapier/Automation Consultant for Small Estate Planning Law Firm

We are a small estate planning law firm in Texas looking for a Lawcus CRM + Zapier/Make consultant to help with a controlled workflow cleanup and implementation project. We already have internal project-management support and a draft cleanup framework. We are not looking for a general operations consultant or someone to redesign everything from scratch. We are looking for someone with CRM automation experience who can help verify what is currently live, troubleshoot Lawcus/Zapier/Make issues, and execute narrow approved technical tasks. This is a law firm environment, so confidentiality and careful change control are very important. Initial Project The initial engagement will be a small paid test project of approximately three to five hours. The goal of the test project is to review one limited part of our Lawcus/Zapier setup, identify what is live, flag risks or issues, and recommend or complete only approved changes. Possible systems involved include: * Lawcus CRM; * Zapier or Make; * DecisionVault; * OpenPhone; * Google Drive; * Dropbox Sign; * ClickUp; * scheduling tools; * Missive or Gmail. Initial work may include: 1. Reviewing our existing Lawcus Inventory Sheet and Matter Hygiene/Cleanup Handoff; 2. Verifying selected items against the live Lawcus setup; 3. Identifying which stages, task templates, automations, fields, tags, and integrations are currently live; 4. Flagging anything outdated, duplicative, unclear, risky, or dependent on a former team member; 5. Reviewing Lawcus/Zapier/Make automations for reliability or broken connections; 6. Helping implement only specific approved changes; 7. Documenting all changes made; 8. Providing a short written summary and, if helpful, a Loom/video walkthrough. What This Project Is Not This is not: * a broad operations role; * client communication; * legal judgment; * a full CRM rebuild; * bulk editing without approval; * deleting or changing live automations without approval; * independent decision-making about client matters. No broad live changes should be made without written approval. Required Experience Please apply only if you have experience with at least some of the following: * Lawcus CRM; * Zapier or Make; * CRM pipeline/stage cleanup; * workflow automation mapping; * law firm CRMs or professional-services CRMs; * intake workflows; * task/template cleanup; * Google Sheets or Excel-based audit tracking; * clear documentation of system changes. Lawcus experience is strongly preferred. If you do not have Lawcus experience but have strong CRM + Zapier/Make experience, please explain why your experience transfers well. Ideal Candidate The ideal person is: * detail-oriented; * careful with confidential information; * comfortable documenting every change; * willing to work from an existing plan; * able to say “this needs approval before changing”; * not someone who makes broad changes first and explains later; * good at translating messy CRM workflows into clear technical next steps. Budget / Structure This will be hourly. I would like to start with a small paid test project capped at three to five hours unless additional time is approved in writing. If the test project goes well, there may be additional implementation work. Questions for Applicants Please answer these in your proposal: 1. Have you worked directly in Lawcus before? If yes, what did you do? 2. Have you built or reviewed Zapier/Make automations connected to a CRM? 3. Have you worked with a law firm or another confidential professional-services business? 4. How would you approach this project without making risky live changes? 5. What would you want to review first: pipelines, task templates, automations, fields/tags, or integrations? Why? 6. Are you comfortable documenting every change and providing a short written summary or Loom walkthrough? 7. What is your hourly rate, and how many hours would you suggest for an initial review/test project? Deliverable for Initial Test Project At the end of the initial project, I want: * a verified list of what is currently live in the selected Lawcus/Zapier workflow; * recommended keep/revise/delete/defer items; * a list of risks or unknowns; * a list of changes made, if any; * a list of changes that require approval before implementation; * and a recommended next implementation step.