Engagement Overview I am the CEO and principal attorney of a small law practice specializing in campaign finance, lobbying regulation, FARA, nonprofit law, and government ethics. My five-person team — a junior partner, two associates, and an executive assistant — recently integrated into a larger firm. I am looking for an experienced Claude/AI automation builder for a phased engagement to design, build, and deploy a suite of interconnected agents and automations. This brief covers three phases. Phase I (Inbox Triage) is the highest immediate priority and the natural starting point. Phases II and III follow sequentially. Strong candidates will be evaluated on Phase I but should demonstrate familiarity with the full roadmap. This is a paid engagement. Scope, timeline, and rate are open to discussion. Technology Stack Email: Gmail (personal Pro account — not firm infrastructure) AI: Claude (Anthropic) via MCP or API Task and project management: Notion (existing workspace; routing tables, matter tracking, and timesheet structure already in place) Calendar: Google Calendar Internal chat: Google Chat Document storage: Google Drive (primary); local hard drives on iMac and MacBook Pro (secondary) Matter management / DMS: iManage (larger firm system — integration via dedicated ingestion email address) Voice notes: Plaud (AI note-taker) Signing platform: TBD — candidates should ask during scoping Out of scope: Signal and iMessage — encrypted platforms with no API access; manual forwarding convention only Confidentiality Requirements This is a law practice. Attorney-client privilege and work product protection apply to all client communications and matter-related documents. These are not compliance checkboxes — they are professional obligations with real consequences. The successful candidate must: • Execute a non-disclosure agreement prior to engagement • Demonstrate genuine understanding of why data handling matters in a legal context — not just technically, but professionally • Never use client names, email content, routing data, or document content for training, testing, or demonstration purposes • Work exclusively within the client's authenticated accounts — no third-party data stores outside the approved stack • Design systems that minimize data exposure — process and route, do not store unnecessarily Generic proposals that do not address confidentiality specifically will not be considered.   Phase I — Inbox Triage Agent Real-time classification and routing of inbound Gmail, with a daily digest to the executive assistant. Objective The principal attorney's Gmail inbox receives high volumes of email across clients, matters, and categories of widely varying priority. The goal is an agent that processes every inbound message, classifies it, routes it to the correct person automatically, and ensures nothing drops — without overloading the executive assistant with triage work she should not be doing. Two-Stage Routing Logic Stage 1 — Sender Classification Every inbound email is classified against a tiered contact list maintained in a Notion database: MVC: Most Valuable Clients — 5 to 10 contacts. Highest priority. HVP: High Value People — 10 to 20 contacts. Some overlap with MVCs. Principal attorney, unless task-type rule applies All other clients: Roster managed in Notion with assigned attorney(s). Assigned attorney(s) per Notion client record Catch-All: Anyone not in the contact table — prospects, opposing counsel, vendors, bar association, etc. Generate executive assistant daily digest Stage 2 — Task-Type Classification (MVCs only) For MVC contacts, a second classification layer routes based on the nature of the request. Rules are client-specific. Examples: • Scheduling requests → Executive assistant • Contracts and approvals → Designated associate(s) per client record • Strategic and substantive legal matters → Principal attorney Task-type rules are defined per MVC client and must be configurable without developer involvement. Routing Table — Notion All contact and routing data lives in an existing Notion database. The agent reads from it at runtime. Required fields: • Contact name and/or email domain • Tier (MVC / HVP / Standard / Catch-All) • Assigned attorney(s) for Standard clients • Task-type override rules for MVCs The executive assistant must be able to add, edit, and re-tier contacts without touching code. This is a hard requirement. Routing Output Candidates should propose their recommended approach from among the following, based on current Gmail MCP capabilities: • Apply Gmail label and/or forward to assigned attorney's address • Create a pre-addressed draft for principal attorney review before sending • Log routing decision to Notion with email link and recommended assignee Please address this question directly in your proposal — it is a key evaluation criterion. Daily Executive Assistant Digest Once per day at a configurable time, the agent generates a digest delivered to a designated Notion page covering all catch-all emails from the prior 24 hours. Each entry includes: sender, subject, timestamp, and a one-line AI summary of the email's apparent purpose.   Phase II — 5 AM Daily Brief A structured morning brief delivered to Notion each day before 5 AM, aggregating schedule, tasks, workflow status, news, and forward-looking context. Objective The principal attorney starts each day across multiple locations and needs a single, consolidated view of what matters — professional and personal — without opening email. The brief is delivered to a dedicated Notion page and covers the sections below in the following order. Section 1 — Daily Schedule Full calendar for the day pulled from Google Calendar. All events, calls, and commitments in chronological order. Section 2 — Open Projects and Undone Tasks Two sub-sections: (a) MVC high-value work — open projects and incomplete tasks for Most Valuable Clients, filtered to substantive legal work only; and (b) Personal — all open personal projects and tasks without exception. Personal items are comprehensive by design: if it is not surfaced here, it will be forgotten. Source: Notion task and project database. Section 3 — Blocking What is the principal attorney specifically holding up? Items where others in the firm are waiting for a review, decision, approval, or action. Source: Notion matter and task records where assignee or status indicates the ball is in the principal attorney's court. Note to builder: this section requires careful logic design. The agent must infer from status fields and assignee data what is genuinely waiting on the principal attorney versus what is simply unresolved. Work with client during onboarding to define the exact field logic. Section 4 — News Digest Industry News Curated digest of overnight developments in: campaign finance law and FEC activity, election administration, lobbying regulation (federal and state), nonprofit political activity, and government ethics. Format: short summary of each item with a link to the full article. Aim for signal, not volume — 5 to 10 items maximum. US Political News 5 to 10 headlines with links covering: presidential politics, US Senate and House elections, and major gubernatorial races. Stories people are actually talking about, not wire service filler. Section 5 — Firm Workflow Matter-level status summary pulled from Notion, organized by client tier and activity: Status Definition Closed Completed yesterday Moving Action taken yesterday Paused No action yesterday Stuck No action in five or more days Client groupings: MVCs (non-high-value work), Standard clients (all work), and any other open matters. Section 6 — One Month Look Ahead Rolling 30-day forward view pulled from Google Calendar covering: regulatory filing dates and compliance deadlines, matter-level deadlines, client birthdays, holidays, and planned vacations or travel. Anything that requires preparation or awareness in the next 30 days. Section 7 — Personal Financial Summary (If Feasible) Summary of personal financial position pulled from Monarch Money, if an API or MCP connector is available. Candidates should investigate Monarch's API access and address feasibility in their proposal. If not currently feasible, this section is omitted without affecting the rest of the brief. Delivery Notion only — not email. A dedicated page refreshed each morning before 5 AM. Previous day's brief should be archived, not overwritten.   Phase III — Night Maintenance Three nightly agents that run after close of business: timesheet creation, document filing preparation, and Plaud note routing. All outputs are delivered to Notion for principal attorney review. Part 1 — Timesheet Creation Objective Each evening, the agent reviews the day's activity across three sources and populates a timesheet in an existing Notion template for the principal attorney's review and finalization. Sources • Google Calendar — all events and calls attended • Gmail sent items — emails sent that day, grouped by client/matter where inferable • Google Chat — internal messages sent, grouped by thread/matter where inferable Note to builder: Google Chat API access will need to be confirmed alongside Gmail and Calendar MCPs. Confirm availability and any OAuth scope requirements in your proposal. Output: Populated Notion timesheet using existing template structure. Principal attorney reviews each morning, adjusts entries as needed, and finalizes. The agent does not finalize — it drafts. Part 2 — Document Filing Objective Each evening, the agent surfaces documents created or edited that day for the principal attorney's review. The attorney flags finals, and the agent forwards them to the firm's iManage ingestion email address for filing. Sources • Google Drive — documents created or modified that day • Local hard drives — iMac and MacBook Pro Note to builder: local hard drive access requires a locally-running component (daemon, Claude Code instance, or folder-watching script) on each machine. Please address your proposed approach to this in your proposal. Alternative approach for consideration: a designated 'Ready to File' folder on each machine that syncs to Google Drive. The attorney drags filing-ready documents into this folder throughout the day; the agent watches the folder and processes from there. Simpler architecture, device-agnostic, and builds a consistent filing habit. Candidates should evaluate and recommend. Output: A Notion page listing all documents surfaced for that day, with document name, location, and last-modified time. Principal attorney marks finals. Agent forwards marked documents to the iManage ingestion email address. iManage filing is handled by firm IT from that point — no direct iManage API integration required. Part 3 — Plaud Note Routing and Archiving Objective: The principal attorney uses a Plaud AI note-taker on calls and meetings. Each evening, the agent pulls new Plaud summaries, routes them to the appropriate team members, archives a copy to Notion tagged to the relevant client matter, and deletes the underlying audio and transcript from Plaud's platform and the local device. Prerequisite — Plaud API Plaud API or webhook access is a prerequisite for this part. Candidates must investigate and confirm availability before scoping. If Plaud does not currently support programmatic access, this part will require a manual export step as a workaround — please address both scenarios in your proposal. Routing Logic: Similar in structure to Phase I inbox triage routing (MVC/HVP/Standard tiers with task-type overrides) but with distinct rules to be defined with the client during onboarding. Do not assume inbox triage rules apply directly. Archiving: One copy of each Plaud summary is saved to Notion as a note, tagged to the relevant client matter. Tagging logic to be defined during onboarding. Deletion: After successful routing and archiving, the agent deletes: (a) the audio and transcript from Plaud's platform via API, and (b) any local copies on the principal attorney's devices. Local deletion requires the same locally-running component described in Part 2. Candidates may propose a unified local agent that handles both Part 2 and Part 3 local operations.   What I'm Looking For Strong candidates will have: • Demonstrated experience building Claude-based automations or agents — not general AI experience • Hands-on experience with Gmail MCP, Google Calendar MCP, and Notion MCP (or equivalent API integrations) • Ability to build systems that non-technical users can maintain — editability and simplicity are as important as technical sophistication • Comfort with phased delivery — Phase I first, Phases II and III following sequentially based on performance • Experience with professional services clients (legal, financial, consulting) is a meaningful plus • Willingness to execute an NDA and work within a legally sensitive environment What to Include in Your Proposal Please address the following specifically. Proposals that do not engage with these questions will not be considered. • Your proposed technical architecture for Phase I — how you would connect Gmail, Claude, and Notion • Your answer to the Gmail MCP routing output question in Phase I (labeling vs. drafts vs. Notion logging) — what is actually supported and what do you recommend • Your assessment of Plaud API availability and your proposed approach for Phase III Part 3 • Your assessment of Monarch Money API feasibility for the Phase II financial summary section • Your proposed approach to local hard drive access for Phase III Parts 2 and 3 — daemon, sync folder, or other • A comparable project you have delivered — describe the client type, the stack, and what made it work • Your estimated timeline and rate for Phase I, and a rough order-of-magnitude estimate for Phases II and III • Confirmation that you are willing to execute an NDA prior to engagement I am looking for someone who has read this brief carefully and has a specific, informed point of view on how to build it. This is phase one of a longer automation roadmap and the right candidate will be a long-term partner, not a one-time contractor.

Financial Services Virtual Assistant (Part-Time, 20 Hours/Week) Position Title: Financial Services Virtual Assistant Schedule: Part-Time – 20 Hours per Week Location: Remote Reports To: Financial Advisor / Managing Partner / Operations Manager Position Summary We are seeking a detail-oriented and highly organized Financial Services Virtual Assistant to support daily administrative and client service operations. The ideal candidate is professional, tech-savvy, and comfortable handling confidential financial information while providing exceptional support to clients and advisors in a remote environment. Key Responsibilities Manage calendars, appointments, and scheduling for advisors and clients Respond to client emails and phone inquiries in a timely and professional manner Prepare and organize financial documents, reports, and client files Assist with account paperwork, onboarding, and follow-up communications Maintain CRM systems and update client records accurately Coordinate virtual meetings and prepare meeting materials Track pending tasks, compliance requirements, and deadlines Support marketing activities such as newsletters, social media scheduling, and client events Conduct basic research related to financial products, market updates, or client needs Assist with bookkeeping, invoicing, and expense tracking if needed

## About the Role The Snr Case / Project Manager owns cases from the point they're ready for a demand letter/package through payout administration. You'll be the connective tissue between Legal Strategy and Ops — reviewing and QA'ing legal materials (demand letters, notices, case memos, ToS), shepherding packages through counsel review, and making sure cases move forward on schedule with clean handoffs. This role requires a **legal background** — you'll be reading and assessing legal documents. Paralegal experience, law school, or equivalent litigation exposure is expected. US-based. ## Responsibilities **Legal Review & Package Prep** - Take cases from "ready for demand letter" through demand letter package finalization and initiation - Read and assess legal materials, flagging inconsistencies (statutory cites, theory alignment, state coverage, ToS conformity) before they reach outside counsel - Run pre-send QA on demand letters and notice batches (using existing AI skills/SOPs); resolve or escalate findings - Shepherd drafts through review with in-house and outside counsel (Mensch, co-counsels); track redlines to resolution and confirm final packages are sent on schedule **Pipeline Ownership (Pre-Initiation → Initiation)** - Drive demand letter/package planning and sequencing ie confirm scope, claimant counts, and target send dates - Coordinate with Ops on package readiness before package assembly - Maintain a single source of truth on case status; publish weekly status to counsel and internal stakeholders **Case Tracking & Documentation (Post-Initiation)** - Own and maintain the Case Updates and Ledger documents for every initiated case - Track each case through its full post-initiation lifecycle: data delivery → arbitrator selection → hearings/mediation → settlement → payout administration **Counsel Workflows** - Manage Needs Attention items end-to-end, partnering with Marketing on email content and outreach materials and with Ops on data collection and claimant submission assembly, ending with delivery to counsels - Track performance of Needs Attention outreach and drive iterative improvements to lift response rates and reduce cycle time - Run payout workflows in coordination with Ops ## Qualifications - **Legal background required** — paralegal certification, JD, law school coursework, or equivalent hands-on litigation experience. You need to be able to read a demand letter, case memo, or ToS and actually assess it. - 5+ years in project/program management, operations, or paralegal/case management roles (complex litigation or mass arbitration experience is a strong plus) - **Proficient with AI tools and modern tech/tooling** — comfortable using Claude/LLMs, Notion, Linear, Airtable, and similar; leverages AI to speed up legal review, drafting, and QA rather than doing everything by hand - Comfort with structured data and spreadsheets; ability to build and maintain trackers that scale across many cases - Strong written communication — most coordination will happen async in docs, tickets, and email

I want a research done for two businesses I want to start in Tennessee. I want to start a property management company. I want to know what I need to do to get started legally, tax expectation for both landlord - what tax document should I be giving them etc The second one is a catering service etc. Expectation: - Requirement - Legal piece - cost to start - license required - etc I DO NOT NEED AN AI RESPONSE! I need something outline and correct.

We are seeking individuals to film themselves doing chores using their iPhone or Android with a head strap. This task requires 10 hours of work per week and offers a pay of $10 per hour. The ideal candidate should have basic skills in video recording and be comfortable with smartphones. This is a part-time position with a commitment of 10 hours per week.

Create a mailing list of addresses for renters that want to buy a home.

Looking for an individual who can apply to various opportunities. This will require some adjustments utilizing AI and working through the application process.

Excel file which contains crime category data. A crime listing using Crime Codes ( provided by me and will not change that reference a particular crime. As example if the code is "6" the crime is Theft. If "0" the crime is murder. etc.) List each crime category by date range. Example: In the input document the date range is shown, like 3/1/24 thru 3/1/26. The column heading would be 3/1/24 thru 2024, then 2025, then 2026 thru 3/1/26) Then on left side will be the Crime Categories: See a sample report which I will upload. The location will have violent crimes and property crimes, whereas the radius report will have violent crimes only, unless, I check a box which says to include property crimes for radius also. At present I have a program to do all of this, but I want to update it a bit.

Do not contact us outside of Upwork. We're conducting market research to better understand how accounting firms operate and manage their day-to-day client work. We're looking to speak with experienced accounting professionals to learn about your firm's processes, workflows, tools, and overall experience serving clients. 30-minute Zoom interview • $30 paid upon completion Looking for: CPA Accounting firm owner or partner Bookkeeper Tax preparer Practice manager We'll discuss your firm's day-to-day operations, workflows, the tools you use, and your experience serving clients. To apply, please answer: What is your role? How many years of experience do you have? Approximately how many clients does your firm serve? What software does your firm use most? What is your availability for a 30-minute Zoom call? Compensation 💵 $30 for a 30-minute interview. Great opportunity for new freelancers on Upwork to earn quick, guaranteed feedback-based work! Why Participate? - Influence the direction of a tool being built specifically for firms like yours - Help shape something that reduces admin time and improves client communication - Provide insights that most software builders overlook Interviews are conducted via Zoom and may be recorded for note-taking purposes. To confirm you've read this posting, start your proposal with "Ledger." Thank you!

Overview I run two ecommerce businesses and do real estate deals on the side. I need a sharp, self-directed executive assistant who already uses AI for most of their work — not someone I have to teach. If AI tools aren't your default way of operating, this isn't the role for you. What you'll help with Ecommerce operations for my primary brand (and a second ecommerce business as needed) Real estate deal support (research, coordination, follow-ups, document wrangling) Personal/lifestyle tasks and errands General executive admin: email, scheduling, task tracking, vendor coordination Hard requirements US-based phone line. You'll make occasional calls on my behalf (e.g., call a tire shop to order a tire, confirm an appointment). This is light, inbound-style errand calling — NOT cold outbound or telemarketing. I don't want to make these calls myself. Fluent in AI tools. You use AI daily and lean on it to work faster. Claude experience strongly preferred. Excellent written English and clear communication Organized, proactive, and able to run with minimal hand-holding Hours & growth Part-time, starting at ~5–10 hours/week Strong potential to grow into a larger role over time To apply Tell me which AI tools you use and one specific example of how AI saves you time Confirm you have a US phone line and are comfortable making errand calls Keep it short — I value people who get to the point