- Hourly: $25.00 - $85.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
First, the post specifies more than 30 hours per week. That is not accurate, at least not yet. If you are not an A-player and cannot meet the requirements specified below, don't even bother submitting because it will quickly not work out even if you interview well. About Us: We're a growth-focused, full service digital marketing agency managing SEO and AI Engine Optimization (AEO) programs for a portfolio of B2B and local service clients across multiple verticals: Home services / roofing (local SEO, NJ-based) Enterprise energy procurement (B2B/SaaS) Telecommunications (B2B services) Wealth management (financial services) We have in-house content development capabilities and established client workbooks, content plans, KPI frameworks, and reporting infrastructure already in place. What we need is a strategic SEO leader to direct the program — not another executor. The Role: This is a Director-level SEO position - part-time/fractional - responsible for strategy, quality control, vendor management, and performance reporting across a growing number of client accounts. You will NOT be writing blog posts or building links yourself. You will be directing what gets written, who builds the links, and whether the work meets our quality standards. Core Responsibilities: Strategy & Planning: Own the SEO and AEO strategy across all client accounts Conduct keyword research, competitive analysis, and content planning Develop and maintain content briefs for our in-house content team Identify ranking opportunities across traditional search and AI platforms (ChatGPT, Google AI Overviews, Perplexity, Copilot) Advise on technical SEO priorities per client Quality Control: Review all deliverables before they go live - blog content, guest posts, citations, on-page optimizations, technical fixes Set and enforce quality standards for guest post placements (DA thresholds, topical relevance, contextual link placement) Ensure citation quality meets manual verification standards Review and optimize content briefs and published content for SEO and AEO effectiveness Vendor Management: Source, vet, and manage specialized service providers for: Guest post outreach and placement Citation building Technical SEO audits and implementation Hold vendors accountable to deliverable timelines, quality standards, and reporting Recommend vendor changes when performance doesn't meet standards KPI Ownership & Reporting: Own the reporting stack: Rank Tracker (keyword rankings), Scrunch AI (AEO monitoring across 8 AI platforms), Google Analytics 4 (traffic/engagement), WhatConverts (conversions/lead quality) Build and maintain Looker Studio dashboards per client Deliver monthly performance reports with insights and recommendations Track deliverable completion against agreed timelines Client Communication: Attend client calls (cadence varies: weekly, bi-weekly, or monthly depending on account) Present SEO/AEO performance updates with data-driven insights Make strategic recommendations - not just status reports Contribute to client retention and expansion conversations Team Coordination: Brief and direct our in-house content developer on all SEO content Coordinate with account managers/project managers on deliverable flow Ensure all workbooks and project trackers stay current What We Already Have in Place: You're not starting from scratch. We provide: Established client relationships and direct communication channels Client structure with project management tracking, deliverable timelines, keyword research, content strategies, and on-page optimization reports (see scope example below) In-house content development - you brief, they write, you review KPI tracking infrastructure: Rank Tracker, Scrunch AI, GA4, WhatConverts Looker Studio reporting templates Content plans already built per client Existing vendor relationships to evaluate and potentially retain Example client deliverable scope (monthly per client): 2 blog posts (content developed in-house, SEO-directed by you) 2 guest post backlinks (placed by vendor, managed by you) 10-20 quality citations (built by vendor, quality-controlled by you) On-page optimizations Technical SEO monitoring Monthly analytics and performance report Client call participation The Ideal Candidate: 5+ years of SEO experience with at least 2 years in a strategic/leadership role (not just execution) Proven experience managing SEO vendors - link builders, guest post providers, technical SEO specialists Strong understanding of AEO - how content, citations, and authority signals feed AI platforms and how to optimize for AI-driven discovery Data-driven - comfortable with GA4, Rank Tracker, Google Search Console, and building Looker Studio dashboards Familiar with or willing to learn Scrunch AI for AEO monitoring across ChatGPT, AI Overviews, Perplexity, Copilot, etc. Familiar with WhatConverts or similar conversion tracking and lead quality tools Experience across both local SEO and B2B/enterprise SEO - our portfolio requires both Excellent communication - comfortable on client calls presenting strategy, not just data Quality-first mindset - you know the difference between a CCR-Mag editorial placement and a Megri.com content farm, and you'd never let the latter through Strategic thinker who can also get tactical - you set the direction AND review the details Experience working within structured systems - -trackers, content calendars, approval workflows This Is NOT the Right Fit If: You're primarily an executor looking for someone to tell you what to do Your experience is only in one vertical (local OR B2B, not both) You've never managed external vendors or contractors You can't explain the difference between a quality guest post and a paid placement on a content farm You're not comfortable with client-facing communication You view AEO as "not my job" - it's central to everything we do Screening Questions (Please Answer in Your Proposal): Describe your experience managing SEO vendors or contractors. How did you vet them, set quality standards, and hold them accountable? What is your approach to quality-controlling guest post placements? What would you look for, and what would you reject? How do you approach AEO (AI Engine Optimization)? What specific tactics do you use to improve a client's visibility across AI platforms? Describe a time you managed SEO across multiple clients in different verticals simultaneously. How did you handle the different strategies? What reporting tools do you use, and how do you structure a monthly client report? Walk me through what you'd present on a client call. Are you comfortable attending weekly, bi-weekly, and monthly client calls across multiple accounts? Describe your communication style on these calls. What's the biggest SEO quality failure you've caught before it went live? What was the issue and how did you handle it? To Apply: Please include: Answers to all 7 screening questions A brief overview of your current/recent role and how it relates to this position Examples of reporting dashboards or client deliverables you've created (scrubbed for confidentiality is fine) Your hourly rate and estimated weekly availability Any experience with the tools in our stack: Rank Tracker, Scrunch AI, GA4, WhatConverts, Looker Studio This is a long-term strategic partnership. If you're the right fit, this grows as our client portfolio grows. Out last Director of SEO was with us for 13 years.
- Hourly
- Expert
- Est. time: More than 6 months, Less than 30 hrs/week
Looking for an outbound sales expert to leverage existing connections, book discovery calls, and close deals for a B2B SaaS product. Commission on closed sales, ACV $50-$80K We need you to open doors. The product: AI-powered tool for customer support, sales, and engineering teams that: 1. Cuts onboarding time by 30-40% for new hires, reducing time-to-value by 1-2 months and saving $10-20K per hire. 2. Provides an interactive knowledge base for the team The product is built and deployed. Not a concept. Target companies profile & Buyers & Users: 1) Companies doing acquisitions 2) Growing headcount 3) Growing sales rapidly They hire fast, and the company grows from 50 to 200 in a matter of months. Buyers are Head of People, Pre-Sales and Sales Executives, Head of Customer Support, Head of Compliance, VP Eng, CTOs, and engineering leaders. Users are Directors, Managers, seasoned Associates, and new hires. The role: Outbound to engineering leaders at target companies. Sales motion: offer a free risk assessment report → book a discovery call → convert to paid pilot → expand to platform deal. You lead with research and curiosity, not a hard pitch - and you will define the role. You succeed, you build your best practices, you hire the Sales team. You get: - Initially - the lead list with signals (recent funding, hiring growth, acquisitions) - Sales and marketing materials - one-pager, recorded demo - Direct founder access for strategy - Post-sale support The deal: Trial (2 weeks): Book 5 qualified discovery calls. This is the audition. Ongoing: Commission on closed sales. ACV $50K-$80K depending on team size. Commission structure agreed before start - generous, because we want you closing, not just booking. No hourly. No retainer. If you're good, the math works. You - Sold B2B SaaS to non-technical & technical buyers. - Done outbound that gets replies. - Pick up technical products fast. - Work independently. We align on strategy, you run your playbook. Nice to have - Sold to VC/PE-backed companies or companies doing acquisitions (our top segment - every funding/acquisition creates the same onboarding and knowledge transfer pain) - Background in engineering operations - Own Sales Navigator account To apply Tell us: 1. One B2B SaaS deal you closed - company size, ACV, how you got in 2. Your outbound response rate on your last campaign 3. When you can start
- Hourly: $70.00 - $125.00
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
Overview I am seeking an experienced healthcare revenue cycle consultant who has extensive, real-world experience with both eClinicalWorks and athenahealth. Ideally, you currently work with one or both systems daily as a practice administrator, billing manager, consultant, implementation specialist, or revenue cycle leader. This is not a software implementation project. I am performing due diligence before selecting an EHR/Practice Management platform for a new multi-provider outpatient psychiatry practice. The goal is to understand the real-world strengths, weaknesses, hidden costs, workflow differences, automation capabilities, customer service, and billing implications of each platform from someone who has extensive practical experience. Required Qualifications 5+ years of experience with eClinicalWorks and/or athenahealth Extensive knowledge of: Medical billing Revenue cycle management Insurance claims Clearinghouses Behavioral health workflows Scheduling Reporting Financial operations Current or recent daily use of eClinicalWorks strongly preferred Psychiatry or behavioral health experience is a major plus Consultation Topics 1. Overall Recommendation Which system would you choose? Why? Which is better for outpatient psychiatry? Which is better for long-term growth? Which system has aged better? 2. Customer Service & Ongoing Support Customer service is one of the most important factors in our software decision. I am interested in your real-world experience after implementation, not the sales process. Overall Experience Overall customer service quality (1–10) Responsiveness Knowledge of support staff Ease of getting problems resolved Biggest frustrations Day-to-Day Support Support hours Phone support Live chat Customer Portal Email support After-hours support Emergency support Phone Support Do you generally reach a live representative immediately? Typical hold times Are calls routed overseas? Are most issues resolved during the first call? Typical callback times Customer Portal Typical response time Typical resolution time Ease of tracking tickets Escalation process Quality of follow-up Support Quality Knowledge of first-level support Frequency of escalation Typical turnaround for: "How do I..." questions Billing questions Reporting questions Technical issues Software bugs Account Management Dedicated account manager? Quarterly business reviews? Upgrade assistance? Proactive recommendations? Overall Comparison Compare customer support between eClinicalWorks and athenahealth. Which company provides the better long-term customer support experience? Which would you trust more for a growing practice? 3. Billing, Revenue Cycle Management (RCM) & Financial Reporting (Use the expanded RCM section we previously created, including revenue cycle workflow, contract fee schedules, allowables, reporting, analytics, automation, and overall comparison.) 4. Psychiatry Workflow Medication management Therapy Combined E/M + Psychotherapy billing 99213 99214 99215 90833 90834 90792 Documentation workflow Templates Intake workflow PHQ-9 / GAD-7 Behavioral health features 5. AI Functionality Sunoh AI Ambient listening AI note quality Time savings AI assistants Real-world usefulness Biggest limitations 6. Scheduling Scheduling workflow Waitlists Recurring appointments Open Access Self scheduling Appointment reminders Two-way texting Cancellation workflow Rescheduling workflow 7. Patient Communication Patient Portal Secure messaging Text reminders Two-way texting Intake forms Online check-in Balance reminders Telehealth notifications 8. Telehealth Ease of use Reliability Workflow Documentation integration Hidden costs 9. Hidden Costs Please identify any costs practices commonly overlook: Clearinghouse AI Telehealth Text messaging Patient statements Faxing Open Access Interfaces EPCS Wiley Practice Planners Additional modules Training Upgrades 10. Implementation Typical implementation Training Go-live Data migration Common mistakes 11. Phone System Integration & Call Center Workflow Please discuss how each platform integrates with modern VoIP phone systems. Supported Integrations RingCentral Nextiva Zoom Phone Dialpad GoTo Connect Vonage 8x8 Other recommended systems Workflow Can the software: Automatically identify patients using Caller ID? Pop the patient chart when a call arrives? Open today's appointment? Display upcoming appointments? Create tasks during the call? Document phone calls? Record calls (if desired)? Transfer calls internally? Click-to-call from within the chart? Click-to-text patients? AI & Automation AI call summaries Voicemail transcription Missed-call workflows AI assistants Appointment scheduling directly from incoming calls Reporting Call reports Missed calls Hold times Staff productivity Call recordings Quality assurance Recommendations Which phone system integrates best with eClinicalWorks? Which integrates best with athenahealth? Which would you recommend for a growing outpatient psychiatry practice? Are there any integrations that should be avoided? 12. Integrations Labs Pharmacies Clearinghouses Accounting software Payment processors Outlook / Microsoft 365 Other third-party integrations 13. Performance Speed Reliability Downtime Bugs Browser compatibility Mobile app 14. Favorite Features Top productivity improvements Most valuable features Hidden features Features most practices don't know about 15. Biggest Complaints Biggest frustrations Daily annoyances Workflow limitations Features that need improvement Deliverable I am looking for a 60–90 minute Zoom consultation with someone who has extensive practical experience using these systems—not a salesperson. Please include: Years of experience Current role Systems used Approximate number of practices supported Behavioral health experience Which system you would recommend and why Your hourly consulting rate Final Question If you were opening a brand-new outpatient psychiatry practice today with the goal of scaling from 1 provider to 20+ providers, which EHR, practice management system, AI solution, and phone system would you choose, and why? I am looking for an honest, unbiased assessment based on real-world experience. I am much more interested in practical workflow, customer support, operational efficiency, hidden limitations, and best practices than vendor marketing materials.
- Fixed price
- Intermediate
- Est. budget: $300.00
Description: OfficePro, the leading publication for administrative professionals, is looking for a thoughtful and experienced writer to craft a feature article titled "Leading Digital Transformation from Your Desk" for our September 2026 issue. This edition explores The Future of Work—how administrative professionals are actively shaping the way organizations operate through technology adoption, evolving responsibilities, and new ways of working. We're seeking a writer who understands that today's administrative professionals aren't waiting for permission to drive change. Across their organizations, they are the ones who evaluate new tools, roll them out, and bring their colleagues along. This article should capture that reality and give readers concrete, immediately usable ideas. About the Article: Scope: This article examines how administrative professionals serve as technology champions within their organizations—the people who identify the right tools, lead adoption, and build confidence across teams. It should move quickly from why this matters to how readers can do it, grounded in real, practical detail rather than abstract theory. Audience: OfficePro reaches approximately 5,300 administrative professionals worldwide across government, education, healthcare, finance, and energy. Our readers are experienced, capable strategic contributors who value practical guidance they can apply the same week they read it. Write to them as the driving force behind their organizations' technology decisions, not as end users catching up. Tone: Professional but conversational. Simple, direct language. Concrete examples over jargon. Confident and empowering—readers should finish the piece feeling equipped, not lectured. Deadline: Draft article is due no later than 07/17/2026 Focus Points: • How administrative professionals become their organization's technology champion—spotting the right tools and making the case for them • Practical approaches to training colleagues and building tech confidence across a team • Real success stories from early adopters, with specifics on what they did and what changed • How to evaluate and introduce new platforms without disrupting day-to-day operations Length: 1,200–1,500 words. Deliverables: • The completed feature article (1,200–1,500 words) as a Microsoft Word document • A 50-word author bio Requirements: • Demonstrated experience writing for professional or business audiences • Ability to translate practical, real-world detail into clear, engaging prose • Comfort with the administrative profession or willingness to research it thoroughly • On-time delivery in the specified format AI-Detection Compliance — Please Read Carefully: All submissions are screened with AI-detection software. We require 100% original, human-authored content. Any content flagged as AI-generated will result in reduced compensation and possible project termination. By applying, you confirm you understand and agree to this policy. About OfficePro Magazine: OfficePro is the official publication of the International Association of Administrative Professionals (IAAP), serving as a trusted resource for administrative professionals worldwide. Each issue delivers actionable insights, industry trends, and career development guidance, positioning administrative professionals as the strategic business partners they are. To Apply: Please submit: • Cover letter explaining your understanding of strategic thinking in administrative roles • 2-3 relevant writing samples (strategic thinking, business strategy topics preferred) • Brief outline of how you'd structure this article Critical Requirement: This article CANNOT be written using AI tools like ChatGPT, Claude, or similar platforms. We use AI detection software and will reject submissions that show AI generation. If AI content is detected, you will not be paid and may be reported to Upwork. About OfficePro: OfficePro is the premier publication for administrative professionals worldwide, reaching 5,200+ IAAP members across 40+ countries. We focus on elevating the profession through content on emotional intelligence, strategic thinking, technology fluency, and professional growth.
- Hourly: $30.00 - $100.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
We are seeking an experienced AI workflow / operations consultant to help us build repeatable “business of the future” blueprints for niche service industries. We are not building a new AI product. We want help identifying the best existing tools, workflows, and automation opportunities to modernize service businesses in a practical, scalable way. We want someone who can help us: map current workflows identify the best opportunities for AI and automation recommend the right tool stack define what should stay human vs. what should be automated create standardized implementation blueprints we can deploy across multiple clients We are looking for someone with real operational depth, not just generic AI enthusiasm. Bonus if you have worked in: healthcare legal compliance-sensitive service businesses CRM / automation / intake / communication systems Please send examples of similar work and explain how you would approach building a scalable modernization blueprint for these kinds of businesses.
- Hourly
- Est. time: More than 6 months, 30+ hrs/week
Support the Stanford Seed internship program through creating and revising public-facing digital program assets, developing media project strategy, story collection, marketing and outreach for f uture prospective students, data analysis, AI integration and other administrative functions as needed
- Fixed price
- Intermediate
- Est. budget: $300.00
Description: OfficePro, the leading publication for administrative professionals, is looking for a thoughtful and experienced writer to craft a feature article titled "The Hybrid Admin: Thriving in Flexible Work Environments" for our October 2026 issue. This edition explores The Future of Work—how administrative professionals are shaping the way organizations operate through technology, evolving responsibilities, and flexible arrangements. We're seeking a writer who understands that remote and hybrid work has reshaped the administrative role, and that today's professionals are proving they can deliver strategic impact from anywhere. This article should give readers concrete tools and strategies they can put to use immediately. About the Article: Scope: This article explores how administrative professionals succeed in remote and hybrid environments—staying visible, maintaining impact, and setting healthy boundaries without losing connection to their teams. It should be practical and specific throughout, offering readers approaches they can adopt right away. Audience: OfficePro reaches approximately 5,300 administrative professionals worldwide across government, education, healthcare, finance, and energy. Our readers are experienced, capable strategic contributors who value practical guidance they can apply the same week they read it. Write to them as professionals who own their impact, wherever they work. Tone: Professional but conversational. Simple, direct language. Concrete examples over jargon. Confident and empowering—readers should finish the piece feeling equipped, not lectured. Deadline: Draft article is due no later than 07/17/2026 Focus Points: • Practical tools and strategies for thriving in remote and hybrid arrangements • How to maintain visibility and demonstrate impact when you're not in the room • Setting boundaries while staying genuinely connected to executives and teams • Real examples of administrative professionals who've made flexible work an advantage Length: 1,200–1,500 words. Deliverables: • The completed feature article (1,200–1,500 words) as a Microsoft Word document • A 50-word author bio Requirements: • Demonstrated experience writing for professional or business audiences • Ability to translate practical, real-world detail into clear, engaging prose • Comfort with the administrative profession or willingness to research it thoroughly • On-time delivery in the specified format AI-Detection Compliance — Please Read Carefully: All submissions are screened with AI-detection software. We require 100% original, human-authored content. Any content flagged as AI-generated will result in reduced compensation and possible project termination. By applying, you confirm you understand and agree to this policy. About OfficePro Magazine: OfficePro is the official publication of the International Association of Administrative Professionals (IAAP), serving as a trusted resource for administrative professionals worldwide. Each issue delivers actionable insights, industry trends, and career development guidance, positioning administrative professionals as the strategic business partners they are. To Apply: Please submit: • Cover letter explaining your understanding of strategic thinking in administrative roles • 2-3 relevant writing samples (strategic thinking, business strategy topics preferred) • Brief outline of how you'd structure this article About OfficePro: OfficePro is the premier publication for administrative professionals worldwide, reaching 5,200+ IAAP members across 40+ countries. We focus on elevating the profession through content on emotional intelligence, strategic thinking, technology fluency, and professional growth.
- Fixed price
- Intermediate
- Est. budget: $8,000.00
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.
- Fixed price
- Intermediate
- Est. budget: $400.00
Scope: • 3 posts per week on Instagram • Repurpose and adapt content for LinkedIn • Write all captions, carousel copy, and Reel scripts — founder records videos, you handle everything else • Manage scheduling and basic community engagement (comments, DMs) • Deliver content calendar weekly, in advance — no exceptions • Brief monthly performance report focused on inquiry attribution, not vanity metrics What we’re looking for: • Experience with medical, wellness, or professional services brands • Actively uses AI tools (ChatGPT, Claude, Jasper, etc.) in your content workflow • Understands patient acquisition and conversion — not just aesthetics • Proactive communicator — missed deliverables and slow responses are dealbreakers • Knows Instagram caption SEO, conversion CTAs, and what actually drives DMs in 2026 • Can work independently with minimal back-and-forth What you’ll receive: • Complete brand kit, voice guidelines, and a detailed content strategy document ready to hand off • Six content pillars, 90-day roadmap, and competitor analysis already built • Direct access to the founder for approvals • $400/month, ongoing To apply: Share 2-3 examples of medical or wellness brand accounts you’ve managed. Briefly describe how you use AI in your content workflow. And tell me one specific thing you’d change about the Instagram feed at onwardhw.com .
- Fixed price
- Expert
- Est. budget: $1,500.00
Need an AWS Rekognition Custom Labels expert to improve an image classification model for identifying plumbing parts. Current model accuracy is approximately 55%. Dataset consists of approximately 300+ images per item captured with a Foldio turntable. Need assistance with: Dataset review Training strategy Classification vs object detection recommendations Improving model accuracy to 90%+ AWS Rekognition Custom Labels implementation Experience with computer vision and AWS Rekognition required. Deliverables: Review the existing dataset Create a new image capture strategy Train the model Test the model Document the entire process 2 hours of screen-sharing sessions explaining everything