You will get a custom Legal Intake & AI Call Workflow Platform
Project details
I will build a premium legal intake, AI call handling and workflow platform for your law firm or legal services business.
The platform can support AI-assisted call answering, structured client intake, entity check and creation, matter check and creation, consultation triage, solicitor availability, callbacks, appointment handling, email/WhatsApp/SMS follow-up, restricted records, audit history and role-based access.
It can include a branded dashboard, configurable call workflows, AI Helper setup, staff routing, task queues, calendar visibility, approval controls and reporting. The build is adapted to your firm’s process rather than forcing you into a generic template.
I have 20+ years’ experience designing business systems, automation and operational platforms, including blue-chip environments where reliability, permissions and auditability matter.
We will map the process, agree requirements, build, test, provide training guidance and complete sign-off. Work is delivered through a UK limited company with 12 months’ warranty support for agreed build faults or defects.
The platform can support AI-assisted call answering, structured client intake, entity check and creation, matter check and creation, consultation triage, solicitor availability, callbacks, appointment handling, email/WhatsApp/SMS follow-up, restricted records, audit history and role-based access.
It can include a branded dashboard, configurable call workflows, AI Helper setup, staff routing, task queues, calendar visibility, approval controls and reporting. The build is adapted to your firm’s process rather than forcing you into a generic template.
I have 20+ years’ experience designing business systems, automation and operational platforms, including blue-chip environments where reliability, permissions and auditability matter.
We will map the process, agree requirements, build, test, provide training guidance and complete sign-off. Work is delivered through a UK limited company with 12 months’ warranty support for agreed build faults or defects.
Programming Languages
HTML & CSS, JavaScript, TypeScriptCoding Expertise
Cross Browser & Device Compatibility, Performance Optimization, SecurityWhat's included $4,500
These options are included with the project scope.
$4,500
- Delivery Time 30 days
- Number of Revisions 3
- Number of Pages 12
- Design Customization
- Responsive Design
- Source Code
Optional add-ons
You can add these on the next page.
Extra Workflow Module
(+ 5 Days)
+$750Frequently asked questions
About Gary
Enterprise Automation Architect | AI Voice, Twilio, APIs & Custom Web
Bury St Edmunds, United Kingdom - 10:25 pm local time
My work usually starts when a business has hit the limits of disconnected tools — multiple Zapier flows, hidden logic, unreliable integrations, escalating SaaS costs, or workflows nobody fully understands anymore.
I replace that complexity with robust, production-ready systems built around custom web applications, API integrations, AI-driven workflows, voice automation, and controlled AI assistants.
I have 25+ years in systems design and delivery, including building and leading high-pressure technology projects in investment banking, trading infrastructure, and enterprise consulting. My background includes systems connected to institutional platforms such as Bloomberg, Reuters, and enterprise voice/messaging platforms such as Twilio.
Today I build:
Custom Business Systems
Internal portals and operational dashboards
CRM, workflow, and booking platforms
Multi-user admin systems with permissions and audit trails
SQLite / Node.js / API-driven backends
Automation & Integration
Build, repair, and scale automations using n8n, Zapier, Make, or direct APIs
Replace fragile workflows when they have outgrown no-code tools
Connect CRMs, calendars, messaging platforms, AI tools, and internal systems
Add logging, retries, error handling, and clear operational visibility
Build orchestration using n8n or direct APIs
Eliminate hidden dependencies and SaaS sprawl
AI Voice, Chat & Communications
AI receptionist systems
Missed-call recovery workflows
SMS, call routing, callback handling, appointment booking
Voice agents powered by Twilio APIs and custom business logic
AI knowledge assistants trained on approved business material
Website chat assistants with fact-find routing and safe escalation
Reliability Engineering
Error handling, retries, failover, replay
Logging, auditability, monitoring
Production hardening for real-world business use
My approach is direct and delivery-focused:
I inspect what exists, identify where it breaks, redesign it cleanly, build it properly, migrate safely, and remove the fragile legacy setup.
If you need more than another freelancer wiring together plugins — and want someone who can design the workflow, build the platform, and make it run reliably in production — I can help.
Live Platforms & Working Demos
I believe serious automation should be seen running, not just described in proposals. Below are live platforms I’ve personally designed and built, all available for walkthroughs and working demos:
1. Visual Voice Workflow Builder & Runtime Engine
Drag-and-drop call flow design, live runtime execution, API-driven voice workflows, business routing, SMS handling, appointment logic, callbacks, branching rules, and configurable call automation.
2. Bespoke Development QA Platform
Automated QA, regression testing, issue tracking, release verification, build validation, and video-linked training evidence for controlled software delivery.
3. AI Legal Reception & Matter Intake Platform
AI call intake, urgency routing, legal enquiry handling, compliance workflows, conflict checks, matter capture, callback routing, staff visibility, and audit-controlled legal operations.
4. Frontline AI Knowledge Assistant
A controlled AI knowledge assistant that answers from approved business material, provides source-backed responses, handles website visitor questions, recommends the right service, routes users into fact-finds, supports safe escalation, and acts as a website-ready AI assistant for service businesses. Best tested live through the demo link, as the value is in the interactive conversation, routing logic, and guided customer journey.
5 TableBoss - Restuarant. Missed Call Recovery Platform.
Twilio voice capture, missed-call detection, SMS recovery, callback automation, appointment booking, call logging, and customer re-engagement workflows.
6. GaragePro
Automotive bookings, callback queues, service reminders, workshop scheduling, customer messaging, and operational admin workflows.
7. SalonBoss
Appointments, reminders, staff calendars, customer messaging, booking visibility, and salon workflow automation.
8. MFV / VFlip
AI retail workflows, product sourcing, image automation, marketplace publishing, Shopify integration, listing preparation, and resale operations support.
9. AdEngine
Competitor ad research, creative analysis, scoring, reporting, AI-assisted content generation, and campaign research workflows.
10. CRM & Outbound Sales Workflow Platform
Lead capture, outbound queues, pipelines, follow-up workflows, messaging automation, and sales process visibility.
11. Automation Migration & Workflow Hardening
Zapier rescue, n8n migrations, direct API integrations, monitoring, retry
Steps for completing your project
After purchasing the project, send requirements so Gary can start the project.
Delivery time starts when Gary receives requirements from you.
Gary works on your project following the steps below.
Revisions may occur after the delivery date.
Process discovery
We map your legal intake process, call routes, practice areas, staff roles, notification rules, calendars, matter checks and dashboard requirements.
Workflow design
I document the agreed platform workflow, including AI call handling, entity checks, matter checks, callbacks, appointments, messages and audit requirements.