Bellementis PLLC is seeking a contract legal automation specialist to help design and implement practical automation workflows for a fast-growing boutique law firm. The ideal candidate has experience with law firm operations, document automation, AI tools, workflow design, and systems such as Microsoft 365, Clio, NetDocuments, Gavel, Zapier, Notion, or similar platforms. Responsibilities may include: Automating client intake, engagement letters, matter opening, task tracking, billing workflows, and document generation Building reusable templates, checklists, and workflows Helping integrate AI tools into legal and administrative processes Improving knowledge management and internal firm operations Working with lawyers, operations, and technical team members to turn manual processes into scalable systems This is a contract role. Prior experience with legal tech, law firm operations, document automation, or AI-enabled workflow design is strongly preferred.

Business Systems & Operations Project (Potential Ongoing Opportunity) CedarBridge Therapy Services is a growing therapist-owned company providing speech-language pathology services to school districts. We are looking for someone who loves organization, systems, workflows, and process improvement to help us build a strong operational foundation for growth. This is NOT a virtual assistant position. We need help organizing and streamlining areas such as: • Google Drive and file organization • Workflows (Asana, open to considering others) • Recruitment and onboarding processes • Contract and district tracking • SOPs and process documentation • Workflow and automation opportunities • General business organization and systems improvement Ideal Candidate • Strong organizational and systems-thinking skills • Experience improving business processes and workflows • Comfortable working independently • Experience with Google Workspace and project management tools (Asana, Airtable, ClickUp, etc.) preferred Project Details • Remote is ok though local to Central Oregon is preferred • Initial project estimated at 20–40 hours • Potential for ongoing work depending on fit and business needs To Apply Please answer: Tell me about a business or organization where you improved systems or workflows. What tools do you have experience with? If hired tomorrow, what are the first three things you would evaluate in a growing service-based business? Please provide your hourly rate and availability.

We are looking for a highly organized, proactive Operations Coordinator who thrives in a fast-moving environment. You will serve as a connective tissue across the operations team and its cross-functional partners, keeping work moving, documented, and on track. This is a hands-on, execution-focused operations role where AI tools are part of the daily workflow. You will support a variety of operations projects, and your ability to adapt quickly is just as important as your core skills. Strong performance can lead to a full-time offer. Key Responsibilities Operations Support & Project Coordination -Manage ticket queue - intake and triage requests, assign timelines, track deliverables, and communicate status updates to stakeholders. -Maintain a rolling calendar of marketing communications, campaign milestones, and key deliverables. -QA and edit copy for marketing materials including sales collateral, email communications, landing pages, and internal announcements. -Perform quality assurance checks on outbound materials, ensuring accuracy, consistency, and adherence to brand standards. -Support blog development and copywriting QA. -Support marketing campaigns and departmental administrative tasks across email, social, advertising, and content channels. -Assist with coordinating internal and external events as needed. -Budget tracking and reporting for various projects. Data, Reporting & Technology -Manage and analyze CRM data using various tools to support reporting and decision-making. -Review performance dashboards and reports, providing insights into key metrics, ROI, and campaign effectiveness. -Work within project management/CRM software and tools (e.g., Asana, Jira, Hubspot, automation platforms). -Utilize advanced Excel functions (VLOOKUP, PivotTables, etc.) for data manipulation and reporting. Process & Documentation -Support process improvement opportunities within the operations department, including implementation of solutions to enhance efficiency and productivity. -Assist in developing and maintaining standard operating procedures (SOPs) for recurring activities. -Streamline workflows, build standardized procedures, and surface automation opportunities. -Support documentation, data entry, and coordination tasks required to keep operations running efficiently. Cross-Functional Collaboration -Partner with internal teams to ensure deliverables align with business needs. -Provide day-to-day administrative support to the operations team to keep timelines, materials, and deliverables on track. -Ensure compliance with industry regulations and company policies across all activities. -Perform other duties as assigned. Required Skills & Experience -1–3 years of experience in operations, project management, executive or team coordination, or a similar role. -Exceptional attention to detail — you catch what others miss and genuinely enjoy working through complexity. -Strong ability to manage multiple moving timelines simultaneously and adapt quickly as priorities shift. -Familiarity with CRM systems, automation platforms, and project management software. -Strong written and verbal communication skills, with the ability to draft polished copy and clear internal documentation. -Proficiency in Microsoft Excel, including advanced functions for data manipulation and analysis. -Ability to learn new software quickly and integrate new tools into daily workflows. -Application of AI tools such as Claude, ChatGPT, etc. to improve efficiency. -Professional demeanor, sound judgment, and the ability to maintain confidentiality. Nice to Have -Experience supporting marketing campaigns and initiatives. -Experience with marketing analytics or BI tools. -Experience creating automated workflows with Hubspot, Zapier or similar tools. -Experience with event coordination or on-the-ground activations. -Familiarity with performance marketing, affiliate programs, or partnership channels.

I am a Revenue Operations and Salesforce consultant looking for a hands-on mentor to teach me how to build AI-powered business workflows. I am not looking for someone to simply build the solution for me. I want to learn while building real projects together. My background includes Salesforce administration, RevOps, Commercial Operations, Forecasting, Customer Success, and GTM systems. Initial project: Gemini call recordings and transcripts AI-generated summaries AI-generated next steps Salesforce task creation Salesforce opportunity updates Human review and approval workflows Technologies of interest: Salesforce n8n Claude Gemini APIs Workflow automation Looking for: Weekly coaching sessions Screen-sharing and hands-on instruction Someone who can explain architecture and best practices Experience with Salesforce integrations Please include examples of similar workflows you have built.

We are a U.S.-based professional services firm looking for a finance operations systems architect / fractional controller to help design a scalable accounting and finance operations system. We already have bookkeeping support. We are not looking for someone to do routine bookkeeping. We need someone who can design the workflows, controls, dashboards, reporting cadence, and automation opportunities that our bookkeeper and admin team can operate going forward. The project will focus on building a finance operating system around: Monthly close workflow AR and collections cadence Cash visibility Client balance and reserve/deposit tracking Financial reporting dashboards SOPs and handoff to the bookkeeper Automation opportunities using QuickBooks Online, bank tools, spreadsheets, Zapier/Make, AI tools, or similar systems The ideal person thinks like a finance operator and systems designer. You should be able to look at a manual process, identify the control risk, simplify the workflow, and design a repeatable system. This will likely start with a paid diagnostic, then move into a 60–90 day implementation project.

Job Description: We are a dental office serving as a VA (Veteran’s Affairs) Community Care provider. We are seeking an experienced Microsoft 365 and Power Automate expert to design and deploy a secure, HIPAA-compliant referral tracking system. Our current workflow receives critical, password-protected incoming patient referral emails. We need to automate the extraction of this data and feed it into a centralized tracking dashboard. Key Scope of Work: 1. Automated Extraction: Create a Power Automate flow that monitors a shared inbox, handles/decrypts incoming password-protected referral notifications, and extracts key patient metadata. 2. Database & Dashboard Setup: Build a secure tracking system using Microsoft Lists (or Excel Online) configured with distinct operational phases: -Intake Data: Veteran Name, Date Received, Authorization #, Auth Expiration Date, and Approved Treatment lines. -Scheduling Logs: Contact Status dropdowns, Contact Dates, Scheduled Appointment Dates, and VA Notification Checkboxes. -Clinical Follow-up: Tracking for post-exam Pre-Authorizations (Submission Date, Status, Expiration). 3. Security Compliance: Ensure all flows and data storage operate strictly within our secure Microsoft 365 cloud environment to maintain strict HIPAA compliance. Required Qualifications: -Proven track record building enterprise-grade workflows using Microsoft Power Automate and Microsoft Lists/SharePoint. -Experience working within HIPAA-compliant infrastructure or handling sensitive/encrypted data. -Ability to provide a short training documentation or training video for our front-office staff and Doctor. Please share examples of similar automated tracking workflows you have built when applying.

We are seeking an experienced Salesforce Developer with strong Apex coding skills to support, maintain, and improve our existing Salesforce environment. This role requires someone who can understand an existing Salesforce architecture, review current custom development, troubleshoot issues, and safely enhance workflows without disrupting business operations. The ideal candidate will not only build new solutions but will be able to analyze existing Apex code, automation, and integrations to understand how our system currently works before making changes. Key Responsibilities Develop, maintain, and troubleshoot Apex classes, triggers, and custom logic Review and understand existing Apex workflows, automation, and Salesforce customizations Analyze current code structure and business logic before implementing changes Identify dependencies between Apex, Flows, objects, integrations, and external systems Improve existing workflows while maintaining system stability Build and optimize Salesforce automation using Flow, Apex, validation rules, and custom solutions Support Salesforce data processes including product, pricing, and bulk uploads Troubleshoot production issues and provide root-cause solutions Perform testing and validation before deploying changes Document technical changes and communicate potential impacts Required Experience Salesforce Platform Developer II certification (required) Strong hands-on experience with: Apex development Apex triggers SOQL/SOSL Existing Apex code review and debugging Salesforce Flow and automation Custom objects, fields, relationships, and security model Data migrations and imports Salesforce integrations and APIs Experience taking over and improving existing Salesforce implementations Ability to understand business processes and translate them into technical solutions Strong troubleshooting skills with a focus on preventing repeat issues Availability & Time Zone Requirements Our headquarters are located in Phoenix, Arizona (Mountain Time Zone). We require a developer who can be responsive during our business hours for communication, troubleshooting, and collaboration. Requirements: Regular overlap with Phoenix business hours Timely responses during working hours Availability for occasional urgent production issues Ability to join calls when technical issues require real-time discussion We are looking for a long-term Salesforce technical partner who takes ownership, communicates proactively, and understands that Salesforce supports critical business operations.

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.

Hello, I'm looking for an experienced automation engineer or systems integrator to build a cloud-based automated messaging system for our restaurant operations. We operate 10 restaurant locations with approximately 40 Motorola TLK 25 radios using WAVE PTX. The goal is to use Radio.co to schedule already created operational voice mp3 reminders (opening procedures, food safety checks, labor reviews, closing tasks, etc.) and automatically broadcast those messages to designated WAVE PTX talk groups. The proposed solution would utilize: * Radio.co for scheduling and audio content * Azure Windows VM as a dedicated cloud-hosted dispatch workstation * WAVE PTX Dispatch for radio communications * Virtual audio routing and PTT automation to transmit scheduled messages to Motorola TLK 25 devices We're looking for someone who can design, deploy, test, and document the complete solution, including Azure configuration, audio routing, automation, monitoring, and scalability for future growth. If you have experience with cloud infrastructure, automation, streaming audio, dispatch systems, or Motorola WAVE PTX, please let me know how you would approach this project. We have a clear vision and proposed architecture for this project and are looking for a skilled developer to help execute, validate, and deploy it. The objective is to create a cloud-based automated messaging system that uses Radio.co for scheduled voice reminders and broadcasts those messages to Motorola TLK 25 radios through WAVE PTX Dispatch. We anticipate utilizing an Azure Windows VM, virtual audio routing, and automated Push-to-Talk activation to create a reliable, scalable solution for restaurant operations. At this stage, we need a technical expert who can review our proposed workflow, identify any improvements or challenges, and then build, test, document, and deploy the solution. The ideal candidate has experience with cloud infrastructure, automation, audio streaming, browser automation, dispatch systems, or Motorola WAVE PTX. We value practical execution and problem-solving and are looking for someone who can take an existing concept and turn it into a production-ready system.

We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.