We are a small estate planning law firm in Texas looking for a Lawcus CRM + Zapier/Make consultant to help with a controlled workflow cleanup and implementation project. We already have internal project-management support and a draft cleanup framework. We are not looking for a general operations consultant or someone to redesign everything from scratch. We are looking for someone with CRM automation experience who can help verify what is currently live, troubleshoot Lawcus/Zapier/Make issues, and execute narrow approved technical tasks. This is a law firm environment, so confidentiality and careful change control are very important. Initial Project The initial engagement will be a small paid test project of approximately three to five hours. The goal of the test project is to review one limited part of our Lawcus/Zapier setup, identify what is live, flag risks or issues, and recommend or complete only approved changes. Possible systems involved include: * Lawcus CRM; * Zapier or Make; * DecisionVault; * OpenPhone; * Google Drive; * Dropbox Sign; * ClickUp; * scheduling tools; * Missive or Gmail. Initial work may include: 1. Reviewing our existing Lawcus Inventory Sheet and Matter Hygiene/Cleanup Handoff; 2. Verifying selected items against the live Lawcus setup; 3. Identifying which stages, task templates, automations, fields, tags, and integrations are currently live; 4. Flagging anything outdated, duplicative, unclear, risky, or dependent on a former team member; 5. Reviewing Lawcus/Zapier/Make automations for reliability or broken connections; 6. Helping implement only specific approved changes; 7. Documenting all changes made; 8. Providing a short written summary and, if helpful, a Loom/video walkthrough. What This Project Is Not This is not: * a broad operations role; * client communication; * legal judgment; * a full CRM rebuild; * bulk editing without approval; * deleting or changing live automations without approval; * independent decision-making about client matters. No broad live changes should be made without written approval. Required Experience Please apply only if you have experience with at least some of the following: * Lawcus CRM; * Zapier or Make; * CRM pipeline/stage cleanup; * workflow automation mapping; * law firm CRMs or professional-services CRMs; * intake workflows; * task/template cleanup; * Google Sheets or Excel-based audit tracking; * clear documentation of system changes. Lawcus experience is strongly preferred. If you do not have Lawcus experience but have strong CRM + Zapier/Make experience, please explain why your experience transfers well. Ideal Candidate The ideal person is: * detail-oriented; * careful with confidential information; * comfortable documenting every change; * willing to work from an existing plan; * able to say “this needs approval before changing”; * not someone who makes broad changes first and explains later; * good at translating messy CRM workflows into clear technical next steps. Budget / Structure This will be hourly. I would like to start with a small paid test project capped at three to five hours unless additional time is approved in writing. If the test project goes well, there may be additional implementation work. Questions for Applicants Please answer these in your proposal: 1. Have you worked directly in Lawcus before? If yes, what did you do? 2. Have you built or reviewed Zapier/Make automations connected to a CRM? 3. Have you worked with a law firm or another confidential professional-services business? 4. How would you approach this project without making risky live changes? 5. What would you want to review first: pipelines, task templates, automations, fields/tags, or integrations? Why? 6. Are you comfortable documenting every change and providing a short written summary or Loom walkthrough? 7. What is your hourly rate, and how many hours would you suggest for an initial review/test project? Deliverable for Initial Test Project At the end of the initial project, I want: * a verified list of what is currently live in the selected Lawcus/Zapier workflow; * recommended keep/revise/delete/defer items; * a list of risks or unknowns; * a list of changes made, if any; * a list of changes that require approval before implementation; * and a recommended next implementation step.

Atlanta Metro Area candidates only, please... There is presence work to be done. We need an energetic and enthusiastic Business Developer, Partnership Developer. The work is so well structured, that someone with basic Administrative Support, Administrative Assistance work will be able to to do it with the proper attitude and desire to grow. We are a properties services company that is looking to get on the approved / preferred vendor list of different companies that manage properties, or for other reasons often calls property services companies like ours. Main skills: - phone skills, very polite, very cheerful and nice, - native English or close, very polished English language skills - communication (phone, email, text, print, meeting in person in business setting, business meetings(simple, no presentations or seminars etc.) - energy and enthusiasm - self driven (this will not work for someone who sits and waits to be asked what to do) - outgoing, outspoken, extroverts will be better at this job. If it is in your heart to do very visible presentable job, this will be a good fit for you. Main work responsibilities: - call potential customers / partners. There is no cold calling, per se, involved. I.e. you will not be calling individuals and businesses who do not expect a service company like ours to call. We only call companies that have approved lists of vendors and we want to get on those lists. - Visit potential customers in person. Some of our customers are physical businesses located in the Atlanta Metro Area. You will be arranging meetings with them or if they are a public business (store, restaurant, etc. you will be visiting and presenting a small brochure, etc.) Hours: between 5 and 40 a week. Variable. Good for someone who fills other responsibilities.

We need urgent help from a legal assistant, paralegal, or document review assistant to organize a messy set of case documents in Google Drive and help compare the documents to the key issues we are working on. This matter involves a medical residency/program dispute. We are preparing an attorney review packet involving disability accommodations, medical leave, residency promotion/PGY status, remediation/corrective action, ABPN board eligibility, possible ACGME/GME issues, and career/fellowship consequences. Main tasks: * Organize and label documents in Google Drive * Rename files clearly and consistently * Separate original documents from summaries, timelines, and source guides * Compare documents to the key issues we are working on * Identify which documents support each issue * Help locate documents related to accommodations, HR, GME, DIO, Program Director communications, Sedgwick/medical leave, evaluations, remediation, PGY status, ABPN, and ACGME/GME concerns * Create a simple document index showing what each file is, what issue it relates to, and whether it appears to be an original source or a summary * Flag missing documents or categories that still need to be uploaded * Help make the document set easier for an attorney to review quickly We are not asking for legal advice or legal conclusions. We need practical document organization, source tracking, labeling, and factual issue-matching based on the materials. Ideal candidate: * Legal assistant, paralegal, or document review experience * Strong Google Drive organization skills * Comfortable organizing messy legal/case documents * Able to compare documents to specific issues in an attorney review packet * Detail-oriented and able to work quickly * Can start immediately or very soon * Comfortable handling confidential/sensitive materials This is time sensitive. Please respond with your availability, hourly rate, relevant experience, and how soon you can start.

Executive Virtual Assistant (President Support + Sales Operations) Ongoing contract, up to 20 hours per week About ILM Professional Services At ILM Professional Services, we don't just build software; we craft solutions that transform businesses and lives. Our commitment to excellence, empathy, and innovation is at the heart of everything we do. By fostering a culture that values lifelong learning, inclusivity, and integrity, we empower our team to create impactful solutions that meet our clients' true needs. Join us in our mission to be the most trusted ally in the technology landscape, where every interaction is a step towards a brighter, more connected future. Position Overview ILM is hiring an Executive Personal Assistant (PA) to support the President and bring structure, focus, and execution discipline across day-to-day leadership, sales operations, and cross functional coordination. This role is a force-multiplier: you will convert priorities into clear plans, capture actions and follow-ups in our systems, and ensure commitments turn into completed outcomes. This is not a basic admin role. The PA will act as the President’s operating partner, helping run a weekly operating rhythm across Sales, Marketing, Technology, Human Resources, and Recruiting. Key Responsibilities Executive Operating System & Planning • Own the President’s calendar, email triage, and daily priorities; proactively protect focus time and reduce context switching. • Run a weekly planning cadence: align priorities, define outcomes, and publish a simple weekly plan (Top 5 priorities, key meetings, deadlines). • Prepare the President for 1:1s and key meetings: confirm objectives, create agendas, gather pre-reads, and ensure decisions are captured. • Extract tasks and commitments from conversations and convert them into organized action lists with owners, deadlines, reminders, and follow-ups. • Maintain a real-time executive task dashboard (daily/weekly) that gives visibility to what is in progress, what is blocked, and what is next. • Drive closure: ensure open loops are completed or consciously deprioritized. Sales Support & CRM Discipline • Schedule client meetings and interviews, including calendar invites, agendas, reminders, and logistics (including lunch reservations when needed). • Maintain sales hygiene in CRM: enter deal details, notes, next steps, owners, due dates, and follow-up tasks within 24 hours of activity. • Post-meeting follow-through: organize recordings, summarize outcomes, document action items, and ensure next meetings are scheduled. • Coordinate candidate interviews with clients; send resumes and concise candidate summaries; track interview outcomes and next steps. • Manage contract workflows: send contracts via DocuSign, track signatures, store executed contracts in SharePoint, and maintain a contract/extension tracker. • Proactively manage extensions: trigger reminders and coordinate internal follow-up at least 6 weeks prior to contract end dates. • Support relationship-building efforts such as client gifts and holiday outreach by researching preferences and coordinating delivery. Employee & Leadership Support • Coordinate recurring employee 1:1s with the President; send agendas, reminders, and pre work prompts to drive productive conversations. • Capture notes and distribute clear action items after 1:1s (owners, deadlines, follow-ups). • Maintain the President’s direct-report task tracker and ensure weekly follow-through. • Support company-wide performance processes (360 reviews for managers): scheduling, documentation, reminders, and completion tracking. • Coordinate internal meetings: weekly leadership cadence, Scrum notes distribution, and twice-yearly all-company meetings. • Draft executive communications as requested (anniversary messages, year-end updates, employee recognition). • Coordinate employee appreciation and gifting initiatives. Qualifications Experience • 5+ years of high-ownership Personal Assistant in a small business environment. • Demonstrated experience building structure for an unstructured environment: weekly planning, action tracking, and follow-up discipline. • Experience supporting Sales operations and CRM hygiene. • Exposure to professional services, consulting, software/technology, or technical teams is preferred. • Experience coordinating across departments (Sales, Marketing, Technology, HR/Recruiting). Core Skills • Extreme organization and follow-through: you create clarity, set cadence, and close loops. • Strong written communication: crisp agendas, meeting notes, and executive-ready summaries. • Meeting and calendar mastery: you anticipate conflicts, sequence priorities, and protect focus time. • Operational judgment and discretion: you handle sensitive information with integrity and professionalism. • System builder mindset: you design lightweight processes that reduce chaos and increase throughput. • Proactive ownership: you do not wait to be told; you identify what is missing and take action. Tools & Working Style • Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) and SharePoint. • Comfort with DocuSign (or equivalent e-signature tools). • Comfort with AI tools for summarization and drafting (e.g., meeting transcript cleanup) while maintaining confidentiality standards. • Ability to work in a fast-changing environment, manage multiple threads, and maintain calm execution under pressure. Core Values and Culture Fit Candidates must demonstrate a strong commitment to ILM’s core values of excellence, integrity, lifelong learning, perseverance and mutual respect. We are looking for a driven individual who embodies an entrepreneurial spirit, is self-motivated, and takes initiative. A passion for technology and a desire to create a positive impact through innovative solutions are essential.

We are seeking 2 paralegals or legal professionals to support our high-volume litigation practice. These people will support a number of projects, but a set schedule is not required. People who succeed in this role are proactive, communicative, and are highly detailed. We do not need people for document review or discovery. Instead, we are looking for paralegals who can assist with litigation processes, document production, and task follow-up to move matters forward. Responsibilities can include: * Prepare, review, and organize legal documents for attorney signatures, filing, or service. * Assist with case-related tasks including file updating in our database, document filing, and other related tasks. * Analyzing court mail including motions and updating practice management systems * Review files for gaps in our processes, prepare documents, and assist with the follow-up. * Track outstanding items and proactively follow through to completion. * Help keep files at every stage of the litigation and judgment enforcement lifecycle to move forward efficiently. Requirements: * Prior experience as a paralegal or other legal professional in a law firm, collection agency, bank, or court setting. * Ability to work in a high-volume environment with excellent attention to detail. * Strong organizational skills, able to ask questions, and drive to complete projects on time at a high quality. * Comfortable receiving constructive feedback with a desire to continuously improve. Position Details: * Remote * Part-time (15 - 30 hours/week) * Prefer Eastern time zone, but there is no set schedule. However, depending on the project there may be some need to attend meetings scheduled on EST * 2 openings * Project-driven work with the ability to also address specific files/cases. When applying, please include: * Summary of your legal experience including applicable practice areas. * Whether you have prior collections or litigation experience. * Any case management or legal software you have used.

Remote Operations Coordinator – (NYC-Based Company) Full-Time | 40 hrs/week | $8–$11/hr | South America preferred We are a NYC-based XRF lead paint inspection and clearance testing company. We work with property managers, building owners, and contractors across New York City to keep buildings compliant and families safe. Our team is lean, fast-moving, and process-driven. THE ROLE We are looking for a sharp, organized, and reliable Remote Operations Coordinator to manage the full job cycle — from intake to final report delivery. You will be the backbone of daily operations, keeping every job on track without needing hand-holding. No experience in lead paint or environmental testing is required. We will train you on everything industry-specific. What we cannot train is the ability to stay organized, follow a process, and own your work. WHAT YOU'LL DO - Receive and enter new job orders accurately into our system - Schedule inspectors and coordinate field assignments - Track jobs through lab processing and follow up as needed - Review completed reports for accuracy before delivery - Coordinate with billing to ensure invoices are correct and attached to job packages - Deliver completed job packages to clients before due dates - Communicate with clients, inspectors, and internal team via email, phone, and WhatsApp - Maintain organized records across all active and completed jobs - Flag issues and escalate when necessary — but solve what you can first WHAT WE'RE LOOKING FOR - Proven experience as a remote office or operations manager/coordinator — this is a must - Strong written and spoken English — you will communicate directly with NYC clients - Spanish fluency is a strong plus (bilingual preferred) - Experience with scheduling, job tracking, or service-based operations - Comfortable with email, WhatsApp, Google Workspace, and similar tools - Detail-oriented — errors affect compliance; accuracy matters here - Self-starter who takes ownership and doesn't wait to be told what to do - Able to work New York business hours (EST) COMPENSATION - $8–$11/hr depending on experience and fit - 40 hours/week, long-term engagement - Stable, consistent work with a growing NYC company TO APPLY: Please include a brief summary of your remote operations experience, the tools you've used, and your available hours in EST. Applications without this will not be reviewed.

Responsibilities for the Insurance Sales Representative: • Create insurance quotes, make sales presentations, and close sales • Establish client relationships and follow up with clients • Provide prompt, accurate, and friendly client support • Maintain a strong work ethic with a total commitment to success each and every day • Develop new financial service opportunities with both existing and new clients

We are a Wyoming based company offering BPO solutions for your business and customer needs! We offer trained and vetted agents fully bilingual with near native fluency in English and Spanish. We cover anything from taking customer calls, gathering leads, booking and managing appointments, chat-email support, etc. If you need a dedicated assistant to help you manage you business we can pair with just the right person for it. Please reach out to book a demo.

# Microsoft Word Formatting Specialist Needed for 286-Page Customer Handbook ## Project Overview Tudor Energy is seeking an experienced Microsoft Word document-formatting specialist to manually clean up and professionally reformat a comprehensive customer handbook. The handbook contains approximately 286 pages covering our customer rewards program, membership levels, delivery programs, operating policies, frequently asked questions, customer responsibilities, and formal terms and conditions. The document’s content has already been written. This is **not a copywriting or policy-development project**. The goal is to transform the existing file into a polished, organized, user-friendly handbook while preserving all substantive content and policy language. ## Critical Content Requirement The selected freelancer must not: * Rewrite, summarize, simplify, reinterpret, or materially alter any policy. * Remove content because it appears repetitive. * Change reward amounts, eligibility requirements, fees, limitations, examples, or program rules. * Add new promises, guarantees, exceptions, or legal language. * Use AI or automated formatting tools without manually reviewing every page. * Make unapproved editorial decisions. Minor corrections to obvious spelling, punctuation, capitalization, or spacing errors may be suggested, but substantive wording must remain unchanged unless Tudor Energy specifically approves a change. When wording appears inconsistent, contradictory, duplicated, or unclear, the freelancer must flag it for review rather than silently correcting or deleting it. ## Scope of Work The freelancer will manually review and format the entire Microsoft Word document, including: * Creating a consistent heading hierarchy. * Standardizing chapter titles, section headings, subheadings, and body text. * Repairing broken or excessive bullet lists. * Correcting inconsistent indentation and paragraph spacing. * Reconstructing tables that currently appear as compressed or unformatted text. * Improving page breaks and preventing isolated headings or awkwardly split sections. * Standardizing fonts, margins, line spacing, headers, and footers. * Adding or repairing page numbers. * Creating a professional, clickable table of contents. * Applying consistent styles through Microsoft Word’s Styles system. * Improving the presentation of examples, FAQs, warnings, summaries, and policy sections. * Keeping related information together where practical. * Removing accidental blank pages and unnecessary formatting artifacts. * Making the document easy for ordinary residential heating-oil customers to read and navigate. * Preserving the distinction between customer-friendly explanations and formal terms and conditions. * Ensuring that the document remains editable in Microsoft Word. The finished document should look intentionally designed rather than merely cleaned up. ## Desired Visual Style The handbook should feel: * Professional. * Friendly and approachable. * Organized. * Easy to scan. * Appropriate for residential consumers. * Consistent with a dependable local heating-oil company. * Suitable for both digital distribution and printing. The design should not feel overly corporate, legalistic, decorative, or cluttered. Reasonable use of the following is encouraged: * Chapter divider pages. * Clearly formatted benefit summaries. * Readable comparison tables. * Callout boxes for important information. * Consistent FAQ formatting. * Clearly distinguished examples and calculations. * Subtle branding elements. * Adequate white space. * Repeating headers or chapter identifiers. Any design elements must remain editable and must not interfere with printing or accessibility. ## Required Deliverables The final project must include: 1. A fully formatted and editable `.docx` file. 2. A print-ready PDF generated from the completed Word document. 3. A clean, functional, clickable table of contents. 4. Consistent Word styles throughout the document. 5. Properly formatted tables, lists, examples, and FAQ sections. 6. A version showing tracked changes or another clear record of textual corrections. 7. A clean final version with accepted formatting and approved corrections. 8. A separate issue log listing: * Apparent contradictions. * Duplicate or overlapping provisions. * Missing information. * Unclear wording. * Inconsistent numbers, fees, point values, or program requirements. * Any content the freelancer believes requires owner review. 9. Confirmation that no substantive content was intentionally removed or rewritten. ## Quality-Control Expectations The freelancer must compare the finished document against the original and verify that: * Every chapter and section remains present. * All policies and terms remain intact. * All reward values, fees, point levels, gallon requirements, examples, and timelines remain accurate. * Tables contain all information from the original. * No text was accidentally lost during formatting. * Cross-references and the table of contents work correctly. * Page numbering is accurate. * The PDF renders consistently with the Word document. * There are no hidden comments, unresolved tracked changes, broken fields, or formatting errors in the final clean version. This project requires careful manual review. A document that has simply been passed through an automated formatting or AI tool will not be accepted. ## Required Experience Applicants should have demonstrated experience with: * Advanced Microsoft Word formatting. * Long-form document production. * Word Styles, section breaks, headers, footers, and automatic tables of contents. * Complex tables and multilevel lists. * Customer handbooks, policy manuals, operating manuals, employee handbooks, or similar documents. * Preparing files for both digital use and professional printing. * Maintaining content accuracy while improving readability. * Quality assurance for lengthy documents. Experience with legal, insurance, energy, utility, membership-program, or customer-policy documents is helpful but not required. ## Application Instructions Please include the following in your proposal: 1. A brief explanation of your experience formatting long and complex Microsoft Word documents. 2. Examples of comparable handbooks, manuals, policy documents, or reports you have formatted. 3. Your process for confirming that no content is lost or unintentionally changed. 4. How you handle contradictions or apparent errors without rewriting the client’s policies. 5. Whether you will personally perform the work or delegate any portion of it. 6. Your estimated project price and delivery schedule. 7. Confirmation that you can provide both the editable Word file and a print-ready PDF. 8. Confirmation that you are comfortable manually reviewing approximately 286 pages. Please begin your proposal with the phrase: **“Content preservation confirmed.”** Proposals that do not include this phrase may not be reviewed. ## Important Notes The selected freelancer may recommend improvements, but all substantive changes must be approved before being incorporated. Accuracy and content preservation are more important than completing the project quickly. Applicants should review the document carefully before providing a final price. This may lead to additional work on customer-facing summaries, enrollment materials, comparison charts, website content, and future versions of the handbook if the initial project is completed successfully.