Project Overview We are looking for an experienced AI workflow, process design, and prompt engineering expert to help us automate part of our sales and proposal development process. Currently, our project management team spends 4–12 hours developing a custom research plan and proposal for each active FSI lead. In busy weeks, we may work on 5–6 leads, which creates a significant time burden and slows down response time. We want to build a custom ChatGPT skill or AI workflow that can take sales notes, email context, and call notes, then help generate a research plan and proposal in our existing format. What We Need We need someone who can: Learn and map our current sales/proposal process Translate that process into a structured AI workflow Write effective prompts and decision trees Train or configure a custom ChatGPT skill/workflow Help the AI ask the right follow-up questions Generate proposal sections based on uploaded notes Recommend research scope, segmentation, targets, and options Output the final proposal in our existing template Desired Workflow The ideal AI workflow would allow us to upload notes from emails and sales calls. The AI would then ask a series of structured questions to determine how to write each section of the proposal. The AI should be able to: Recommend the appropriate research process Suggest project scope Identify demand segmentation opportunities Create tables for the proposal Recommend constituencies and companies to target Suggest research options Draft the proposal using our template Provide a strong first draft that our team can review and adjust Business Goal The goal is to significantly reduce the time spent developing research plans and proposals, especially for early-stage leads and marketing-generated opportunities. This is particularly important for new leads from companies we have not worked with before, where the probability of closing may be relatively low. We want to respond quickly and professionally without taking excessive time away from active client projects. Ideal Freelancer You should have experience with some or all of the following: AI workflow design Prompt engineering Custom GPTs or ChatGPT skills Sales/proposal automation Business process documentation B2B research or consulting workflows Template-based document generation AI-assisted decision trees Knowledge management or internal AI tools Experience with market research, consulting, or proposal development is a plus. Deliverables We expect the freelancer to deliver: A documented AI workflow/process map A set of structured prompts and instructions A functioning custom GPT, ChatGPT skill, or equivalent AI workflow Question logic for gathering missing proposal inputs Proposal section drafting logic Testing and refinement using sample lead notes Documentation so our team can maintain and improve the workflow Project Type This will likely begin as a one-time project, with potential for ongoing support as we refine the workflow and expand it to other proposal types. To Apply Please include: Examples of AI workflows, custom GPTs, or prompt systems you have built Your experience with proposal automation or business process automation Your recommended approach for this project Any questions you would need answered before starting

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.

We're building a confidential, AI-native operating system for high-volume plaintiff-side litigation. This is not a generic legal chatbot. It's an operating system for litigation operations — and we already have a live law firm as the proving ground, a working visual prototype, a pitch deck, and a near-term demo deadline. We need a senior full-stack engineer who can take an existing prototype, schemas, prompts, and workflow package and turn it into a secure working demo, then a production-track MVP. The right person thinks like a product architect, engineer, and security operator at once — fast, but disciplined with confidential legal data. Required: React/Next.js, TypeScript, Node or Python/FastAPI, PostgreSQL, auth and role-based access control, OpenAI or comparable LLM APIs, structured JSON/schema outputs, secure file handling, PDF/export generation, GitHub workflows, and strong security discipline. Strong plus: Legaltech, plaintiff-side litigation, case management systems (Filevine, Litify, Clio, Salesforce, HighLevel), RAG/document extraction, audit logging, and SOC 2 / PII / regulated-data experience. Ground rules: NDA required. No public repos. No real client data in the demo — sanitized data only. No API keys in browser code. No external sharing or deployment without approval. First deliverable: A build-readiness report identifying what's mock, what's reusable, and what needs rebuilding, plus architecture, security risks, database plan, API integration path, and a 7–30 day build roadmap. The path: Paid 7-day build-readiness sprint → 30-day demo sprint → longer-term technical lead / founding engineer discussion. To apply, please include: A short note on why you're right for this project 2–3 relevant products you've built (links) GitHub or code samples, if available Your availability for a 7-day build-readiness sprint Your hourly rate, fixed sprint price, or contract-to-hire preference Remote acceptable. U.S.-based preferred; South Florida a plus.

I am a partner at a recruiting firm seeking a conversational AI tool to enhance our communication with candidates and clients. Our business is highly conversational, and we primarily use LinkedIn and Loxo. We need a tool that can efficiently manage and personalize our interactions, potentially integrating with our existing platforms.

I'm looking for a skilled developer who can move fast, think creatively, and act more like a partner than a contractor. If you're someone who builds things quickly, brings ideas to the table without being asked, and genuinely cares about creating great experiences for end users, keep reading. -—————- **What You'll Be Working On:** This product sits at the intersection of AI, data, and customer experience. At its core, it needs to: - Monitor and process large volumes of data** in or near real time — surfacing insights, anomalies, and patterns that matter. - Send automated personalized outreach via SMS and email — based on the data signals and triggers, the system should be able to generate and send personalized messages to the right person at the right time, without manual intervention - Integrate with POS systems and CRMs** — pulling, syncing, and acting on data across platforms - Deliver a seamless, intuitive customer-facing experience** — this isn't just a backend tool, how users feel when they interact with it matters enormously - Be built on top of **Claude (Anthropic's AI)** using **Claude Code** as a core part of the development workflow We're in early stages, which means we're figuring things out as we go. That's not a warning — it's an opportunity for the right person. --- **What I'm Looking For:** - Hands-on Claude Code experience** — you've actually built with it, not just read about it. Experts only please - CRM and POS integration experience** — you've connected to platforms like Salesforce, HubSpot, Square, Toast, Lightspeed, or similar, and you know the quirks - Data monitoring and pipeline experience** — you've built systems that ingest, process, and surface meaningful signals from large datasets - Customer experience mindset** — you think about the end user constantly, and you've built tools that real customers interact with - Fast builder, fast thinker** — you're comfortable with ambiguity, can ship quickly, and know how to iterate without everything being perfectly defined upfront - Collaborative and opinionated** — I want someone who pushes back, brings ideas, and helps shape where this goes — not someone waiting for a spec I also want to **learn as we build** — so being able to explain what you're doing and why, in plain terms, is important to me. --- A Note Before You Apply: Please only submit a proposal if you have deep, hands-on experience with Claude Code — not surface-level familiarity, not currently learning it. We're looking for someone who has already put in the reps, knows the ins and outs, and can hit the ground running from day one. We respect your time and ask that you respect ours. If Claude Code isn't already a tool you've mastered, this isn't the right fit. **When You Apply, Please Include:** - Specific examples of tools you've built that involve **CRM or POS integrations** — name the platforms and describe what you built - Examples of **data monitoring or real-time data tools** you've worked on — what did it track, how did it work, what was the scale? - Any **AI-powered products** you've shipped, especially using Claude or other LLM APIs — links, screenshots, or descriptions - How you approach building something when the full picture isn't defined yet - A thought or two on what makes a truly great AI-powered customer experience — I want to see how you think --- **What This Could Become:** This is the beginning of something bigger. The right person won't just be a hire — they'll grow with the product. There's real potential for a long-term working relationship as this evolves.

AI Engineer (RAG & Agentic Workflows). *LLM RESPONSES AUTOMATICALLY AVOIDED* We have already launched a production generative AI product that utilizes a custom Retrieval-Augmented Generation (RAG) architecture. We are now expanding the platform to include CRM intelligence, workflow automation, and agentic AI capabilities. This is **not** a prompt engineering role. Seeking an engineer with deep experience building and deploying production AI systems that combine LLMs with multiple structured and unstructured data sources. You should be comfortable walking into an existing, complex codebase, understanding the current architecture, and improving it. Existing AI Architecture Our current AI architecture consists of: * OpenAI embeddings * Embeddings stored in MongoDB * MongoDB Atlas Vector Search for retrieval * Retrieval from both structured SQL data and unstructured document collections * Existing tool/function-calling architecture **Please do not apply if you have not previously built or maintained production RAG systems using embeddings and vector search.** Experience specifically with **OpenAI embeddings and MongoDB Atlas Vector Search** is highly preferred. CRM Intelligence Layer We are currently building a CRM platform and need the AI to reason over CRM records, including the other records are RAG currently retrieves. You will be responsible for designing and implementing the AI integration layer that enables the LLM to intelligently retrieve and reason over CRM data. This work includes: * Designing AI tools/functions that expose CRM data to the LLM. * Implementing backend tool handlers that retrieve CRM records. * Defining tool schemas and instructions so the AI knows when and how to retrieve CRM information. * Building secure retrieval mechanisms that enforce strict user and organization-level access controls. * Transforming raw CRM records into structured, AI-ready context. The AI will need to reason across: * CRM contacts and organizations * client profiles * Deals and opportunities * Projects * Tasks and reminders * Notes * Email history * SMS and WhatsApp communications * Call transcripts * Meeting summaries * Documents and contracts * Workflow history Agentic AI & Workflow Automation * Build proactive AI agents that generate alerts, recommendations, follow-ups, reports, and suggested next actions. * Design systems capable of reasoning across both structured and unstructured data sources. * Architect and implement multi-step and multi-agent workflows. * Develop workflow intelligence that assists users in completing real-world business tasks. Required Experience * Demonstrated experience building and deploying production AI systems used by real customers. * Experience working with embeddings, vector databases, and retrieval pipelines. * Experience implementing LLM tool/function-calling architectures. * Experience integrating AI systems with business systems such as CRMs, ERPs, or other operational databases. * Experience combining structured and unstructured data within AI applications. * Strong backend engineering and systems architecture experience. * Demonstrated ability to quickly understand and improve existing codebases. * Ability to independently own and deliver complex technical initiatives. Strongly Preferred * Experience with OpenAI embeddings. * Experience with MongoDB Atlas Vector Search. * Experience building agentic AI systems and workflow automation. * Experience designing long-term memory architectures. * Experience building multi-tenant SaaS applications with strict authorization requirements. * Experience implementing evaluation and monitoring pipelines for production AI systems. What We Value * High accountability and ownership. * Strong communication skills. * Product thinking and user empathy. * Ability to understand user workflows before writing code. * Pragmatism and sound engineering judgment. PLEASE DO NOT WASTE OUR TIME IF YOU NOT MEET THE REQUIREMENTS 

AI SYSTEMS ENGINEER Agentic AI, Multi-Agent Systems & Secure AI Workflows (U.S.) Remote • United States We're building production AI systems designed for enterprise environments. We're looking for exceptional AI systems engineers who enjoy solving difficult systems problems – not just writing code. Our work sits at the intersection of agentic AI, software architecture, enterprise systems, governance, security, and operational intelligence. We design AI systems that improve how organizations operate while meeting the standards required for production deployment. We value engineers who think in systems, challenge assumptions, and care deeply about building technology that is reliable, understandable, secure, and useful. If you're motivated by difficult engineering problems, thoughtful architecture, and building production AI systems for enterprise organizations, we'd like to hear from you. WHAT YOU'LL HELP BUILD Examples of the types of systems we design include: - Multi-agent AI systems - Enterprise AI assistants - Secure AI workflows - Enterprise workflow automation - AI-powered knowledge systems - Human-in-the-loop decision support - Document intelligence - Retrieval-Augmented Generation (RAG) - AI memory and retrieval systems - AI evaluation and testing frameworks - Secure enterprise AI platforms - AI governance capabilities - Operational intelligence platforms TECHNICAL EXPERIENCE WE VALUE We're interested in engineers with experience in some combination of: - Python - AI Agent Development - LangGraph - LangChain - Large Language Models - API Development - Vector Databases - Software Architecture - Enterprise Systems Integration - Information Security Experience with OpenAI, Anthropic, Model Context Protocol (MCP), cloud infrastructure, workflow orchestration, observability, distributed systems, or regulated technology environments is also valuable. We do not expect expertise in every technology. We care far more about engineering judgment, systems thinking, demonstrated execution, and continuous learning than checking every technology box. THE PROBLEMS WE ENJOY SOLVING The engineers who thrive here enjoy questions like: - How should multiple AI agents coordinate work? - How should humans remain in control of important decisions? - How should production AI systems scale safely? - How should memory be designed for enterprise AI? - How should AI systems balance operational performance with governance, security, and reliability? - How should AI systems create measurable business value? If those questions excite you, you'll probably enjoy working with us. WHAT MAKES SOMEONE SUCCESSFUL HERE We're looking for engineers who: - Think in systems rather than individual features. - Care deeply about production quality. - Enjoy solving ambiguous technical problems. - Communicate complex ideas clearly. - Balance speed with sound engineering judgment. - Build practical solutions rather than chasing hype. - Continuously learn, experiment, and improve. We're significantly more interested in systems you've built than technologies you've used. Please provide specific examples that demonstrate your role, engineering decisions, and measurable outcomes. We recognize that many engineers use AI as part of their workflow. You're welcome to do the same. However, your application should accurately reflect your own experience, judgment, and technical thinking. We respect the confidentiality of your current and former employers, clients, and partners. Please do not include proprietary or confidential information in your application. Describe your work at a level that demonstrates your engineering approach without disclosing protected information. PROFESSIONAL STANDARDS We value integrity, sound engineering judgment, and respect for intellectual property. Please do not include confidential, proprietary, export-controlled, or other non-public information belonging to your current or former employers, clients, or partners in your application or work samples. We're interested in your engineering approach, architectural thinking, and problem-solving methodology – not protected information belonging to others. If you share code, architecture diagrams, technical documentation, or project examples, please ensure you have the legal right to do so and identify any material open-source or third-party technologies where appropriate. By submitting application materials, you represent that you have the legal right to share them and that doing so does not violate any confidentiality, intellectual property, employment, consulting, or other contractual obligations. Any engagement, if offered, will be subject to a separate written agreement covering confidentiality, intellectual property ownership, compensation, and other applicable terms. Submission of an application or participation in the evaluation process does not create any employment, independent contractor, partnership, joint venture, agency, fiduciary, or other business relationship with 26ers AI, nor does it obligate either party to enter into any future engagement. 26ers AI reserves the right to evaluate applications, discontinue discussions, modify the hiring process, or decline to pursue any engagement at its discretion. Nothing in this posting should be construed as an offer of employment or an offer to contract.

Guardian Senior Solutions GoHighLevel + Retell AI Build — Job Posting & Scope of Work Posted by: Paul · Guardian Senior Solutions (GSS) Orange County, California — remote contractor accepted Project overview Guardian Senior Solutions (GSS) is a direct-to-consumer senior care navigation platform in Orange County, California. We are a conflict-free alternative to referral platforms like A Place for Mom — we coordinate care, legal, financial, and home equity needs for senior families rather than operating as a care provider ourselves. We need a GoHighLevel (GHL) build that automates our lead-to-appointment pipeline end to end: from the moment a lead comes in (web form, paid ad, social DM, referral) through AI-driven outreach (voice via Retell AI, SMS, email) to a booked assessment appointment with one of our case managers, by phone or in person. This is a real-time-sensitive use case — families reaching out are often in or near a care crisis, so speed and reliability of follow-up directly affects whether we can help them. What success looks like • A lead that fills out a form, comments on a social post, or calls in gets a response within 5 minutes, every time, with no silent failures. • Qualified leads are automatically routed into a clear pipeline and booked onto a case manager's calendar without manual intervention. • We can see, in one dashboard, exactly where every lead is and whether any have gone stale. • The system is documented well enough that we are not permanently dependent on the person who built it. Scope of work 1. Core GHL architecture • Build a 6-stage lead pipeline: New Lead → Contacted → Nurturing → Appointment Booked → Consultation Complete → Not Ready / Lost. • Configure custom fields: care urgency (1–5), who care is for (self / parent / spouse), homeowner Y/N, estimated home value, legal documents in place Y/N, lead source. • Set up lead source tagging across all channels: Google Ads, Meta Ads, organic/social, referral partner (by name), direct, and any purchased lead lists. • Build a reporting dashboard tracking: leads by source, speed-to-contact, appointment conversion rate, show rate, and pipeline value by stage. 2. Retell AI voice integration • Integrate Retell AI with GHL so that a new lead triggers an outbound AI voice call within 5 minutes of form submission. • Build fallback logic: if the call is not answered, automatically fall back to SMS rather than silently dropping the lead. • Configure the call outcome (answered / voicemail / booked / declined) to write back into the GHL contact record and move the pipeline stage accordingly. • Work with us to finalize the AI voice script and qualifying questions (we have a draft framework already). 3. Lead nurture automation • Build the speed-to-lead workflow: AI call + SMS on form submit, second call attempt at 1 hour, email at 2 hours, manual task created for a human follow-up at 24 hours if still unresponsive. • Build a 21-day nurture drip for leads not yet ready to book, mixing educational email content with SMS check-ins (content outline will be provided). • Build appointment confirmation and reminder sequences (instant confirmation, 24-hour reminder, 1-hour reminder) via email and SMS. • Build a post-consultation follow-up sequence including a same-day summary, a 3-day check-in, and a 7-day review request (conditional on a positive-outcome tag). 4. Social + email content engine • Set up GHL's Social Planner across Facebook, Instagram, LinkedIn, and TikTok with an approval workflow so content is AI-drafted but human-approved before publishing. • Set up a weekly email campaign workflow: AI-assisted draft, human approval step, then send. • Connect inbound engagement (Facebook/Instagram DMs and comments, web chat, SMS, email replies) to GHL Conversations and route qualified leads into the Conversation AI for qualification. • Flag clearly in writing if TikTok DM-to-CRM integration is not currently supported natively by GHL, and propose a workaround if one exists. 5. Appointment booking & case manager routing • Integrate calendar booking (Calendly or GHL's native calendar) so qualified leads can be booked directly onto the correct case manager's calendar, distinguishing between phone and in-person assessment appointment types. • Build routing logic if we have more than one case manager (e.g., by territory, availability, or caseload). 6. Reliability, testing, and handoff • Idempotency checks so a lead submitting twice, or a webhook firing twice, does not trigger duplicate calls or duplicate pipeline entries. • A staging/test mode so new or modified workflows are tested with dummy leads before going live. • Monitoring or alerting so we are notified if a workflow breaks or a lead has gone untouched for more than 2 hours. • Full written documentation of every workflow, automation, and integration built, in plain language we can hand to a future hire if needed. • A 30-minute live walkthrough/training call upon completion. Requirements • Demonstrated prior experience integrating Retell AI (or a comparable AI voice platform) with GoHighLevel. Please describe your specific integration approach in your application — this is the single most important qualifier for this role. • Strong working knowledge of GHL workflows, pipelines, Conversations, Social Planner, and custom fields. • Experience with webhook-based integrations and basic error handling / fallback logic. • Prior experience in healthcare, home services, senior care, or another high-urgency, high-trust service business is a strong plus. • Clear, responsive communication — we will be working closely together through build and testing. How to apply 1. Confirm you have integrated Retell AI (or similar) with GoHighLevel before, and briefly describe how you approached it. 2. Share 1–2 examples of GHL builds you've done for service businesses, ideally with multi-channel lead nurture. 3. Provide your estimated timeline and a flat-fee quote for the full scope above (we prefer fixed pricing over hourly for this project). 4. Let us know your availability to start. We have a detailed internal spec (pipeline stages, message templates, and workflow logic) ready to share with serious candidates upon request.

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.