We are seeking a MyCase Consultant to enhance our law firm's workflow and automation. The ideal candidate will have experience in optimizing practice management systems and improving operational efficiency. Responsibilities include analyzing current processes, implementing new workflows, and training staff on best practices. The goal is to streamline operations and enhance client satisfaction.

AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.

Project Capital Advisors (PCA) is seeking an experienced AI Solutions Architect to support a government modernization consulting engagement. The initial project involves helping a county government modernize its citizen telephone operations using Voice AI, workflow automation, and enterprise system integrations. The selected consultant will work directly with executive leadership and public sector stakeholders to assess existing operations, develop technical recommendations, and help define an implementation roadmap. Responsibilities include: * Leading technical discovery sessions with client stakeholders * Evaluating existing phone systems and call workflows * Designing Voice AI and Contact Center AI solution architectures * Recommending enterprise platforms and integration strategies * Creating technical documentation and architecture diagrams * Supporting project scoping, budgeting, and executive presentations Preferred experience: * Enterprise Voice AI or Contact Center AI * Twilio, Amazon Connect, Genesys Cloud, Five9, Retell AI, ElevenLabs, Azure AI, or OpenAI APIs * API integrations and workflow automation * Experience with government or other regulated industries is preferred Engagement Details: * Contract/Fractional * Approximately 10–20 hours per week initially * Remote with occasional travel * Opportunity for additional engagements as PCA expands its Government AI consulting practice Please review the attached position description for complete responsibilities, qualifications, and application requirements.

We run marketing operations for a portfolio of home-services brands (lawn care and pest control), each on its own GoHighLevel sub-account. We've just locked a standardized "master build" (pipelines, tags, custom fields, custom values, workflows) and cleaned the first brand's account to spec. We now need an experienced GHL builder to help push that first account over the finish line and then replicate the standard across the remaining brands. You'll work alongside an existing team (a technical reviewer and a scripted/API operator who handles bulk tag/field/value changes). Your lane is the GHL UI build work the API can't do: building, editing, publishing, pausing, and QA-ing workflows. The single most important rule These are live accounts with tens of thousands of real customer contacts. Nothing you build gets published or enabled without review, and nothing goes live that could send email or SMS to a customer base by mistake. Everything is built in draft and reviewed before it is switched on. No workflow is enabled, no bulk action is taken, and no trigger is added that could enroll or message large contact segments until it has been explicitly signed off. You understand how tag-add / tag-remove triggers can accidentally mass-enroll contacts, and you build defensively to prevent it. If you're the kind of builder who "just turns it on to test," this is not the role. Immediate goals (today / tomorrow) On the first brand's account, to definition-of-done, all built in draft and queued for review: Publish the core sales workflows (New Lead sequence, Contacted, Appointment Scheduled, Lost) repointed to the standardized custom values. Build the sales-assignment workflow: new leads routed to a default rep (with a clear path to switch to round-robin later), plus a task + escalation if untouched within a set time. Turn on the two internal lead-notification workflows (web-form and paid-social leads) that are already built but currently off, after confirming they only notify staff. Publish/finish the missed-call-text-back and appointment confirmation/reminder workflows. Publish the AI voice (Goodcall) workflows and wire their routing using the pre-built tag/field set. Pause (do NOT delete) roughly 50 legacy duplicate workflow drafts, per a provided list. Each item is handed to our reviewer before it goes live. Expect to work an in-account punch list and a shared tracker. Ongoing (after the pilot) Replicate the proven build into a clean master sub-account, then roll it out brand-by-brand. Maintain the standard as we onboard new brands. Required experience 2+ years hands-on building in GoHighLevel / HighLevel (agency or multi-location sub-accounts). Deep command of Workflows: triggers, wait steps, if/else, tag and pipeline automation, opportunity vs contact fields, custom values. Proven experience working in live accounts with large contact databases without incident. Comfortable with pipelines, custom fields/values, tags, calendars, and A2P/SMS considerations. Clear written communication and disciplined use of a task tracker. Nice to have Experience with Goodcall or another AI voice agent, DeepLawn or instant-quote tools, and Real Green or similar field-service CRMs. Snapshot creation and multi-account rollout experience. Home-services vertical familiarity (lawn, pest, HVAC, etc.). How we work Draft-first, review-gated. A reviewer signs off before anything is enabled. Daily check-ins and a shared tracker; you mark items "ready for review," not "done/live." We move fast but never at the cost of an accidental send. To apply, answer these Walk me through exactly how you would re-tag or migrate contacts across a live 18,000-contact account without triggering any workflow or sending any message. What specifically do you check first? Describe a multi-brand GHL rollout you've done. How did you keep builds consistent across accounts? Your availability in the next 48 hours (hours and timezone). One sentence: what's the fastest way to accidentally blast a whole customer list in GHL, and how do you prevent it?

About Us We are building a high-volume virtual recruiting system for a rapidly growing insurance organization. Our goal is to create a streamlined, automated recruiting process that takes candidates from initial outreach through interview scheduling, pre-licensing, onboarding, and long-term nurturing. We already have our technology stack selected. We are looking for an expert who has experience implementing and optimizing recruiting CRM systems—not someone learning these platforms for the first time. Our Current Tech Stack HubSpot (CRM) Instantly (Email Outreach) EZ Texting (SMS) Cal.com (Interview Scheduling) Beehiiv (Newsletter) Zapier and/or Make (Automation, if needed) Our Recruiting Workflow Our recruiting process is straightforward: Import warm and cold candidate CSVs into HubSpot. Manage every candidate inside HubSpot as the single source of truth. Send outreach through: Email (Instantly) SMS (EZ Texting) LinkedIn (handled manually when applicable) Candidates schedule interviews through Cal.com. Automated email and SMS reminders are sent before the interview. Recruiters conduct the interview. Candidates are moved into one of two paths: Pre-Licensing Pipeline Long-Term Newsletter Nurture Candidates who are not ready immediately continue receiving weekly educational content and webinar invitations through Beehiiv until they decide to move forward. What We Need We are looking for someone who has experience building recruiting or sales automation systems and can help us: Configure HubSpot specifically for recruiting Build clean recruiting pipelines Create automation workflows Connect HubSpot with Instantly Connect HubSpot with EZ Texting Connect HubSpot with Cal.com Connect HubSpot with Beehiiv Configure automatic pipeline updates Build recruiter task automation Create dashboards and reporting Keep HubSpot clean, organized, and easy for recruiters to use Requirements Strong HubSpot CRM experience Experience building recruiting or hiring pipelines Experience with workflow automation Experience integrating multiple SaaS platforms Experience with Instantly Experience with EZ Texting (or similar SMS platforms) Experience with Cal.com or comparable scheduling platforms Experience with Zapier and/or Make Excellent understanding of CRM architecture and automation best practices Bonus Experience Recruiting CRM implementations Insurance recruiting High-volume recruiting operations Marketing automation HubSpot Operations Hub API integrations What Success Looks Like The final system should allow recruiters to manage the entire recruiting process from HubSpot while all communication and scheduling happen automatically through the connected platforms. Recruiters should spend their time talking to candidates—not manually updating systems. If you have built similar recruiting automation systems before, please include examples of your work, the platforms you used, and explain your role in the implementation.

We are building a next-generation workflow automation platform that combines deterministic business rules, artificial intelligence, document intelligence, and human review workflows into a single operating system. This is not a traditional CRM project. Our vision is to develop a doctrine-driven platform where business rules serve as the system authority, AI serves as an analytical and drafting layer, and human reviewers serve as the final compliance checkpoint. We are seeking an experienced engineer or engineering partner who can help architect and build the platform from the ground up. Project Objectives The platform will: • Ingest and analyze large volumes of structured and unstructured documents • Extract data from reports, PDFs, and supporting documentation • Apply rule-based workflow logic • Generate AI-assisted recommendations and draft outputs • Maintain complete audit trails and workflow transparency • Route work through human review checkpoints • Support future deployment of local AI infrastructure for privacy and performance Core Architecture The system will be built around four primary layers: 1. Rules Engine * Deterministic business logic * Workflow orchestration * State management * Trigger and escalation logic * Audit tracking 2. AI Layer * Document analysis * Classification * Pattern detection * Summarization * Draft generation * Structured outputs 3. Local Processing Layer * OCR * Document parsing * Data extraction * Vector search * Local inference capabilities * Privacy-first processing 4. Human Review Layer * Quality assurance * Workflow approvals * Compliance review * Exception handling Initial Development Priorities Phase 1 • User authentication • Client record management • Document upload system • OCR and document extraction • Workflow engine • Rule-based status management • Review dashboard Phase 2 • AI-powered document analysis • Automated classification • Recommendation engine • Draft generation workflows • Response parsing Phase 3 • Local AI infrastructure • Vector database integration • Knowledge retrieval system • Multi-agent workflow orchestration • Advanced automation Desired Technical Experience Required • React / Next.js • Node.js, Python, or similar backend framework • PostgreSQL or equivalent relational database • REST APIs • Cloud infrastructure (AWS, Azure, or GCP) • Workflow automation systems • Document processing pipelines Preferred • OpenAI APIs • Anthropic APIs • Retrieval-Augmented Generation (RAG) • LangGraph, LangChain, or similar frameworks • Vector databases • OCR technologies • AI agent architectures • NVIDIA AI ecosystem • Local model deployment What We Are Looking For We are not looking for someone who simply builds forms and dashboards. We are looking for a builder who understands how to combine: • Rules engines • Artificial intelligence • Workflow automation • Human review systems • Scalable software architecture The ideal candidate enjoys solving complex business process problems and translating expert decision-making into software systems. Engagement Structure Open to: • Fractional CTO • Lead Architect • Senior Full-Stack Engineer • AI Systems Engineer • Development Agency • Long-term strategic technology partner To Apply Please provide: • Relevant project examples • Experience building workflow automation platforms • Experience with AI-powered applications • Technology stack recommendations • Estimated availability • Preferred engagement structure

We are a growing premium direct-to-consumer brand looking for an experienced Shopify engineer to help us evolve our storefront, content operations, and commerce infrastructure. Our business has reached the point where we need someone who can think beyond implementation and help us make sound commerce decisions as we scale. Current priorities include: Shopify Plus optimization Storefront performance improvements Merchandising workflow improvements Content management and publishing workflows Evaluation of headless commerce opportunities Subscription and retention initiatives Operational automation where appropriate We are not looking for a generalist web developer. We are looking for someone who understands how ecommerce businesses operate and can balance customer experience, team workflows, maintainability, and growth. Preferred Experience Shopify Plus Next.js or Hydrogen Headless commerce Sanity or similar CMS Subscription commerce Conversion optimization Ecommerce operations

Jobber CRM Setup & Optimization for Small Landscape Lighting Business Here's your Upwork job post: --- **Jobber CRM Setup & Optimization for Small Landscape Lighting Business** I own a premium outdoor landscape lighting company serving Savannah, GA and the Hilton Head/Bluffton, SC market. I already have a Jobber account and need an expert to fully configure and optimize it for my business. **What I need set up:** - Lead and estimate pipeline configured for my workflow - Automated follow-up on unsent or viewed quotes - Client communication templates (professional, high-end tone) - Review request automation after job completion - Invoicing and payment workflow - Scheduling and job management setup - Simple daily workflow I can actually follow **About my business:** - Solo operator, high-end residential clients - Average job value $3,000–$10,000+ - Lead sources: Google Local Services Ads, referrals, and direct mail - I am NOT a tech person — everything needs to be simple and well documented **What I'm looking for:** - Proven Jobber experience with service-based businesses - Examples of similar setups you've done - Loom video walkthrough of the finished system upon completion - Available for a 30-minute handoff call when complete **Budget:** hourly but willing to talk **Timeline:** Within 2 weeks --- Want to adjust anything before you post it?

The Part-Time Technical Operations Manager is responsible for making sure the company's technology, platforms, automations, and communication systems work together properly and support the day-to-day needs of the business. This person serves as the primary technical resource for the company and is responsible for resolving technical issues, maintaining systems and automations, managing platform enhancements, and coordinating with outside developers and vendors. This role ensures the company's platforms, workflows, and technical processes are operating properly and supporting the needs of the business. This role requires someone who is organized, detail-oriented, and comfortable working across multiple systems. The successful candidate must be able to troubleshoot issues, manage technical projects, coordinate with vendors and developers, and follow projects through to completion. Responsibilities *Ensure the company's marketing, sales, and customer systems are working together properly *Manage and maintain the systems that support lead generation, customer communication, purchases, and fulfillment *Troubleshoot issues involving email, SMS, voicemail drops, forms, automations, payments, and customer access *Ensure leads, customers, and members are receiving the correct communications and access at the right time *Support membership platforms, customer portals, and internal business applications *Manage user access, permissions, and account-related requests *Build, maintain, and troubleshoot automations and workflows *Identify and resolve issues involving system integrations and data flow between platforms *Respond to internal technical support requests and resolve system-related issues *Coordinate with developers and vendors on bug fixes, enhancements, and platform improvements *Test new functionality and verify issues have been resolved before release *Support reporting accuracy and troubleshoot data-related issues *Identify opportunities to improve workflows, reduce manual work, and increase operational efficiency *Help implement new systems, tools, and automations as the company grows Preferred Experience GoHighLevel HubSpot Clickfunnels Zapier WordPress Elementor BuddyBoss Spiffy Membership or community platforms Custom web applications Marketing automation systems Working with outside developers and technical vendors HTML and CSS Online education, coaching, membership, or digital product businesses Success in This Role A successful candidate will take ownership of the company's technical operations, automations, communications, payments, platform functionality, and customer access systems, ensuring systems are functioning properly, issues are resolved quickly, and technology continues to support the company's growth and day-to-day operations.

What We Need This is not a traditional Customer Success Manager role. We’re looking for a builder. Someone who can design the systems, processes, dashboards, AI workflows, and automation that allow a lean Customer Success organization to deliver an exceptional customer experience at scale. You’ll work directly with our CEO, Founder, CTO, and Customer Success Manager. Primary Objectives You’ll help us: Ideally, they’d have experience with: AI and customer success automation Customer health scoring and analytics HubSpot workflows and customer operations AI agents and process automation Building scalable onboarding, QBR, renewal, and expansion playbooks