Legal CRM Pipeline Automation System This

Legal CRM Pipeline Automation System

This was ongoing CRM automation work for a law firm.

The intake process had too many repeated manual steps: forms, tags, pipeline stages, reminders, smart lists, internal notifications, follow-up emails, and language-based routing.

I worked inside GoHighLevel to make the system more organized. That included form handling, opportunity creation, case-type tags, custom fields, smart lists, reminders, DND/unsubscribe handling, and Spanish lead branching.

The focus was not to make a fancy automation demo. The focus was to make the CRM easier for the team to use every day.