CRM Development & Lead Management Automation System

# Project Brief: CRM and Lead Intake Automation Build **Client:** Ignite Legal Ops (ILO) **Project type:** Fixed-price build (not ongoing management) **Website:** ignitelegalops.com (built on Vercel; Squarespace holds the domain only) ## Background Ignite Legal Ops is a legal operations and paralegal support company serving US law firms, paralegal service companies, and LDAs. Practice areas: probate, estate planning, guardianships, conservatorships, civil litigation. Client acquisition is currently manual, no automated intake or follow-up. This project builds that system only, not ongoing outreach. ## Objective A lead capture and follow-up pipeline that: 1. Captures inbound interest from US attorneys/firms through a form 2. Auto-qualifies and sorts leads by practice area and urgency 3. Sends a timed follow-up sequence to leads who don't book a call 4. Routes qualified leads to Calendly 5. Gives a basic dashboard view of the pipeline ## Recommended Platform Zoho Bigin or Zoho CRM, unless the developer has a strong reason to recommend something else. Must support web forms, pipeline stages, workflow automation, and email sequences without needing extra paid add-ons. ## In Scope - CRM setup (pipeline stages, lead fields, practice area tagging) - Lead capture form (practice area, matter volume, urgency), embedded on the Vercel site - Instant automated acknowledgment on submission - Auto-tagging/sorting by practice area and urgency - Follow-up email sequence (3 to 5 emails over ~14 days) for leads who don't book - Calendly integration - Basic reporting view (leads by source, stage, practice area) - Testing before handoff, plus a short walkthrough of how to use it ## Out of Scope - Ongoing outreach, social media, or content management - Copywriting beyond the form and follow-up sequence (ILO provides copy direction) - Ongoing monthly management after handoff - Paid ads ## Notes - No em dashes in any copy used in the build - Conversion flow should end in a Calendly booking ## ILO Will Provide - Copy direction for form/emails - Calendly link - Access to the Vercel site - Practice area list and qualification criteria ## Questions for the Developer's Proposal 1. Platform choice and why (if not Zoho) 2. Fixed price for the scope above, what's included/excluded 3. Estimated turnaround time 4. Is the platform's subscription billed separately to ILO? 5. What do you need from us to start? 6. Relevant past work (CRM/lead capture builds)? ## Payment Terms One time payment can be mutually decided based on market standards. ## Timeline No hard deadline. Target: working system within 2 to 3 weeks of kickoff.