Upwork's Governance, Risk & Compliance (GRC) team is seeking an experienced freelancer with a strong background in AI tool automation to help streamline and enhance our compliance workflows. You will work closely with our GRC team to identify automation opportunities, design and implement AI-driven solutions, and integrate tools that improve efficiency across risk assessments, policy management, audit preparation, and compliance monitoring. Key Responsibilities: Assess existing GRC workflows and identify high-impact automation opportunities Design and implement AI-driven automations using Claude AI to support intelligent document analysis, risk summarization, policy drafting, and compliance Q&A workflows Integrate AI tools with Vanta to enhance compliance monitoring, evidence collection, and control mapping Build automated workflows for risk tracking, audit preparation, and policy lifecycle management Document solutions and provide handoff training to internal GRC team members Required Qualifications: Deep knowledge of GRC principles, practices, and frameworks — including SOC 2, ISO 27001, ISO 27018, ISO 42001, PCI-DSS, and Microsoft SSPA — with the ability to translate compliance requirements into functional automation logic Demonstrated experience building AI and automation workflows, including LLM integration, prompt engineering, and API-based tool development Strong understanding of risk management methodologies, control frameworks, and audit readiness processes Experience operationalizing compliance programs, not just familiarity — you should be comfortable owning GRC workflows end-to-end Proficiency with no-code/low-code automation platforms and/or Python scripting Excellent written and verbal communication skills, with the ability to document technical solutions clearly for compliance audiences Preferred Qualifications: Prior hands-on experience working within a GRC or Information Security team Relevant certifications such as CISA, CRISC, CISSP, or ISO Lead Implementer/Auditor Experience with AI governance frameworks and emerging standards around responsible AI (aligned with ISO 42001) Familiarity with Upwork's platform or similar marketplace environments

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses

We are looking for 2-3 AI engineers/developers to help us build/complete an AI go-to-market (GTM) tool that looks at both structured and unstructured data, runs it all through our AI engine, and provides insights and recommendations straight to sales people. The tool is able to handle large volumes of data and provide actionable insights for business decision-making. Our engine consists of a prioritization algorithm, pattern matching and sentiment analysis. We use our recommendation engine to deliver the output (insights) straight to our tool which is "Apple-simple", intuitive and gamified. No more sales time wasted on looking at dashboards and trying to agree on which insights are important and which should be acted on. What you'll do Own features end-to-end across theFastAPI backend (IEngine) and Next.js 15 / React 19 frontend— from Claude prompt design to UI polish. Extend the intelligence pipeline: meeting ingestion (Google Drive + Deepgram realtime), Claude-driven action card generation, Neo4j relationship graph, and Supabase-backed state. Build customer-facing dashboard surfaces — deals, gamification, coaching, trust graph — with TypeScript, Tailwind, shadcn/ui, and D3. Operate WebSocket transcription sessions and async job pipelines reliably under real meeting load. Instrument with Sentry, harden auth (NextAuth :left_right_arrow: JWT :left_right_arrow: FastAPI service-to-service), and keep deploy pipelines green. Build with simulators: when you can't test against live meetings, generate realistic synthetic transcripts through our simulator service. Stack you'll work in Backend: Python 3.11, FastAPI, Uvicorn, PyJWT, Anthropic SDK, Deepgram, Neo4j, Supabase (Postgres + realtime), WebSockets Frontend: TypeScript, Next.js 15 (App Router), React 19, NextAuth 5, Tailwind, shadcn/ui, D3, Stripe Infra: Fly.io, GitHub Actions, Sentry, Supabase AI: Claude (Opus/Sonnet) for transcript analysis, action card generation, and agentic dev workflows What we're looking for 4+ years building production web applications, ideally across Python and TypeScript. Comfort designing and shipping features against an LLM API — prompt iteration, structured outputs, evals, cost/latency tradeoffs. Real Claude or OpenAI production experience required. Experience with multi-tenant SaaS patterns, JWT auth, and one or more of: graph databases, realtime systems, audio/transcription pipelines. Comfort with AI-assisted development workflows (Claude Code, Cursor, etc.) — not just as a code-completion tool, but as a way to plan and ship features. Bias toward shipping. Small surface area, high ownership, no committee.

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.

I am a licensed therapist building a web app that helps therapists and clients be more connected with homework throughout the week. The app was built using Lovable (an AI app builder) and I need an experienced healthcare developer to review what was built, clean it up, fix any security gaps, and confirm it meets HIPAA technical requirements. This is a startup-stage project. I am the sole founder. I need someone who can communicate clearly with a non-technical person and explain what they find and why it matters. What I Need You To Do: Review all code generated by Lovable and identify security vulnerabilities Confirm or fix data encryption at rest and in transit Review every third-party service or vendor the app connects to and flag any that would require a Business Associate Agreement (BAA) Confirm that client-entered content (homework reflections) cannot be accessed by any unauthorized party Ensure the therapist and client login system is secure and roles are properly separated Confirm that the permanent crisis support button on all client-facing screens cannot be removed, bypassed, or overridden Provide a short written summary of what you found, what you fixed, and what still needs attention What This App Does NOT Do: No billing or insurance No video or scheduling No AI responding to client content No users under 18 What I'm Looking For in You: Demonstrated experience building or auditing HIPAA-compliant SaaS applications Familiarity with BAA requirements and which vendors (cloud hosts, email services, AI APIs) typically require them Experience with web apps built on modern frameworks (React, Next.js, or similar) Ability to explain technical findings in plain English Bonus: experience with mental health, therapy, or healthcare technology specifically To Apply, Please Answer These Three Questions: 1. Describe a HIPAA-compliant project you have worked on. What was the app, what did you build or audit, and what vendors required BAAs? 2. What is your process for reviewing code built by an AI tool like Lovable or Bolt? 3. What is one common HIPAA technical safeguard that early-stage health app developers frequently miss? Applications that do not answer all three questions will not be considered. This app handles real therapy client data. I take privacy and safety seriously and I am looking for someone who does too, not just someone who can write compliant-sounding documentation. Please only apply if you have genuine healthcare tech experience.

Looking for a trainer to deliver the "Claude AI for Workflow Automation and Productivity Training Course" for a Corporate Training Engagement We are seeking an experienced instructor to deliver a hands-on corporate training focused on using Claude AI for workflow automation and productivity enhancement. The ideal trainer should be comfortable teaching business users and technical professionals how to leverage AI tools to streamline operations, automate repetitive tasks, and improve collaboration. This is an instructor-led training engagement to corporate participants. Training Topics Include: Introduction to Claude AI and AI-driven workflow automation Using Claude AI to improve productivity and task management Automating business processes such as: Email and document workflows Meeting notes and follow-ups Content generation and reporting Enhancing team collaboration with AI-assisted workflows Integrating Claude AI with business platforms and automation tools Workflow automation using tools such as: Zapier Trello Asana Notion CRM and customer support platforms AI best practices, governance, privacy, and ethical considerations Future trends in AI-powered business automation Ideal Trainer Profile: Strong hands-on experience with Claude AI or similar generative AI platforms Experience delivering workflow automation or productivity-focused training Familiarity with AI integrations and no-code/low-code automation tools Comfortable teaching both conceptual and practical hands-on sessions Prior corporate training experience preferred Ability to customize examples and exercises for business audiences Training Format: Instructor-led live training Interactive discussions and hands-on exercises Corporate audience Beginner-friendly but practical and business-oriented

Rate: $10/hr | 40 hrs/week | Long-term contract Job Success Score: 90% minimum required Individual developers only — no agencies ⚠️ This is NOT a greenfield build. The app already exists and is in active development. We are looking for a strong, senior React Native developer who can take ownership, write clean production-ready code, and help us get to launch without endless back and forth on PRs. ⛔ No major refactors ⛔ No new features unless explicitly approved ⛔ No “I rewrote everything” approaches About GoShopBlack: GoShopBlack is a marketplace mobile app that connects users with Black-owned businesses. The app is built in React Native with a Supabase backend and has draft builds on both Google Play and the Apple App Store. I do regular code reviews via GitHub and expect PRs to be tested, clean, and production-ready before submission. This is a serious long-term role — not a one-off project. Hours can increase for the right developer. What You'll Be Working On: - Ongoing React Native development for iOS & Android - Search and filter system by location, category, and business type - Google Maps API integration (not yet built — this is a key upcoming feature) - Business profiles (hours, contact info, website links, reviews) - Customer ratings and review system - Business submission and admin approval flow - E-commerce integration for businesses that sell online - Social login (Facebook & Gmail) plus email/password auth - Phase 2: push notifications, in-app messaging, ad integration, AI recommendations What I'm Looking For: - Senior-level React Native experience — you must show me apps you have shipped to the App Store and Google Play - Strong Supabase experience — this is our backend, no Firebase or AWS - Google Maps API integration experience - GitHub proficiency — include your GitHub profile in your proposal - Job Success Score of 90% or higher - Clean, well-structured code with no demo or test code in PRs - Someone who self-tests thoroughly and does full end-to-end testing before submitting a PR - Strong communicator who gives daily updates and flags issues early - Weekly proof of progress required (Git commits, test builds, or screen recordings) - Must be comfortable with Hubstaff time tracking from day one - Must be willing to sign an NDA and contract before starting Deliverables • Business profiles with operating hours, contact info, links, and gallery • Google Maps API integration for directions • Customer rating & review system • Business submission (enable businesses to submit details for approval) • UI/UX polish: clean, modern, mobile-optimized interface • App Store deployment: finalize builds & publish to Google Play & Apple App Store • • Future Enhancements (Phase 2 – Optional): • Membership/subscription for premium business listings • Push notifications for promotions and new listings • In-app messaging/chat • In-app transactions for e-commerce listings • AI-powered recommendations • Social/community features • • Requirements: • Fluent in English (speaking & writing) • Proven experience in Flutter (React Native also considered) • Backend experience with Supabase / Firebase / Node.js • Strong Google Maps API integration experience • Experience publishing apps on Google Play & Apple App Store • Strong UI/UX design sense • Ability to provide weekly proof of progress (commits, test builds, or demos) • Willingness to sign an NDA and contract • • How to Apply: • Please start your proposal with the word Love (to confirm you read the full post). • • Include: • Examples of previous apps you’ve developed (especially directories, e-commerce, or review systems) • A short outline of how you would approach reviewing and completing this project. • • Confirmation that you can commit to $1,600/month on weekly milestones.

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.

We are a fast-growing telecom / AI-First CPaaS serving sms and voice API's. We are building the first AI-first communications platform (SMS, Voice, RCS, AI agents) designed for speed, simplicity, and real-world business outcomes. We are not looking for a “task completer.” We are looking for a true senior engineer who: thinks in systems moves fast makes decisions independently writes clean, scalable code uses AI tools (Claude, etc.) as a force multiplier ⚠️ Read This First Most applicants will not be a fit. If you need: detailed tickets hand-holding constant direction This is NOT the role for you. If you are the type of engineer who: sees a problem and solves it end-to-end improves architecture without being asked ships quickly without sacrificing quality You will thrive here. What You’ll Do Build and ship full-stack features across our platform (messaging, voice, AI workflows) Make architectural decisions (not just implement) Improve system performance, reliability, and scalability Work directly with founders (no PM layers) Move from idea → production very quickly What We Expect (Non-Negotiable) 5+ years real full-stack experience (not just titles) Strong backend experience (Node.js / APIs / infra) Strong frontend experience (React or similar) Experience building production systems at scale Ability to work autonomously with minimal direction High ownership mentality Bonus (but highly valuable) Experience with telecom / CPaaS / messaging Experience with AI integrations (LLMs, agents, workflows) Experience optimizing performance at scale Startup experience (especially early-stage or fast growth) How We Work Small, high-output team Very fast iteration cycles No unnecessary meetings High trust, high expectations We use AI tools heavily (Claude, etc.) — you should too What We Care About Most Not your resume. We care about: How you think How you build How fast you execute The quality of your code To Apply Please include: Links to projects you’ve built (real production work) A short explanation of: a system you designed end-to-end a difficult technical decision you made independently Your GitHub Optional (but strong signal): Share how you use AI (Claude, etc.) in your workflow Compensation Competitive (based on experience) Long-term opportunity with a fast-growing, profitable company If you are truly senior, this will feel obvious. If not, this role will be very uncomfortable.

## Project at a Glance - Project stage: Partially built; bootstrapped project where efficiency, speed, cost, and lean execution matter. - Expected project duration: Approximately 1 to 2 months. - Engagement type: Independent contractor / hourly engagement only. - Scale target: The app should be architected with future growth in mind, including a target capacity of 80,000+ monthly active users with reasonable headroom to scale without avoidable rework, security degradation, or performance issues. - Security posture: SOC 2 readiness should be considered from day one; certification may occur later. - Meetings: One weekly video sync of up to 60 minutes may be scheduled by mutual agreement and should be accounted for in the contractor’s proposed budget. ## Overview We are building a production-grade, multi-tenant SaaS web application designed for enterprise-level scale, security, and reliability. The application may handle employee data and is being built with SOC 2 readiness in mind from day one. This is a bootstrapped project. Speed and lean execution are critical, and every decision should balance quality with pragmatism. The product is being designed to last, scale, and withstand technical, security, and operational scrutiny. We are seeking a U.S.-based individual senior full-stack engineer who can personally lead the web app development scope through production-ready implementation, end to end. No outsourcing outside the U.S. No agencies. ## Technology Stack - Front-end: Next.js App Router, TypeScript, Tailwind CSS - Backend / API: Next.js API Routes, Supabase Edge Functions, FastAPI / Python - Database: Supabase PostgreSQL - Authentication: Supabase Auth, OAuth, SSO, MFA - Authorization: RLS / Row-Level Security, RBAC - Realtime: Supabase Realtime - LLM / AI: OpenAI / Anthropic / Gemini-compatible LLMs - Billing: Polar.sh - HRIS Integration: Unified third-party connector - Email Delivery: Resend - Analytics: PostHog - Error Monitoring: Sentry - Infrastructure: Vercel + Supabase - CI/CD: GitHub Actions - Testing: Vitest / Jest, Playwright - AI Agents: Agentic workflows, tool use, and related architecture - MCP Integrations: MCPs for ChatGPT, Claude, Gemini, or similar environments - Additional technologies may be used. ## What We Are Looking For - Experienced full-stack SaaS product engineer with a strong, verifiable portfolio - Deep expertise in Next.js and TypeScript - Production-grade Supabase experience, including RLS, Realtime, and Edge Functions - Python back-end development experience with LLM integration, including RAG pipelines, memory, or fine-tuning workflows - Experience implementing subscription lifecycle flows and seat-based access control end to end - A genuine standard for clean, well-organized, maintainable code - Demonstrated ability to design systems that can scale horizontally without structural rework - Demonstrated ability to work efficiently in a lean, bootstrapped environment - Security-first development practices, especially when handling sensitive or regulated data - Clear, prompt professional communication - Experience building AI agents or agentic workflows - Experience building MCP integrations for ChatGPT, Claude, Gemini, or similar platforms - Experience designing hierarchical multi-tenant account structures with seat-based access control ## Strongly Preferred - Hands-on experience building RAG pipelines and LLM fine-tuning workflows in production - Experience handling employee or HR data, including PII access controls, audit trails, and data residency considerations - Experience building toward SOC 2 readiness in a prior engagement - HRIS or enterprise HR system integration experience - Familiarity with OWASP, NIST CSF, or CIS Controls ## This application is being built to last and may handle sensitive employee data. We are looking for an engineer who takes code quality, data responsibility, lean execution, and long-term system health seriously. ## Please answer all 5 screening questions in your response. ## Communication - Contractor should identify normal availability windows and provide timely responses, generally within one business day during those agreed availability windows. - Day-to-day communication will generally be async through the applicable platform or contract workroom. - One weekly video sync of up to 60 minutes may be scheduled by mutual agreement for status updates, completed-work summaries, blockers, and upcoming priorities. Contractor should account for this meeting time in the proposed hourly rate or budget. - Pre-engagement sales, proposal, or introductory scoping discussions are not billable. ## Confidentiality and IP Project details are shared only after the client’s NDA is executed. If both parties decide to move forward, a separate IP Assignment Agreement is required before any offer is accepted or substantive work begins. This is an independent contractor / hourly engagement only and does not include full-time employment, salary, benefits, equity, revenue share, product ownership, or any ongoing engagement beyond the agreed scope.