Description
We are a Spanish legal services company with a team of approximately 15 people, and we are looking for a highly experienced developer to build a custom CRM and automation platform for our business. We are NOT looking for a simple website or a basic CRM setup. We want to build a central operational platform that can progressively replace our current systems and automate a significant part of our workflow. Main requirements: • Unified inbox for WhatsApp, email, Instagram and Facebook, accessible by our entire team. • Multiple WhatsApp numbers and automatic assignment of conversations to the person responsible for each client. • CRM for both new leads and existing clients. • Lead management and automated follow-ups. • AI-assisted responses to client messages: AI prepares responses and our team can approve/edit them before sending. • AI classification of simple vs. complex client questions. • AI analysis and summarization of documents, particularly medical records. • AI-assisted lead qualification based on our internal criteria. • Case management with different workflows depending on the type of legal case. • Automatic deadlines, reminders, tasks and alerts. • Centralized document management for every client/case. • Client portal where clients can see the current status of their case and the next steps. • Automated client communications and follow-ups. • Dashboards and business metrics. • User roles, permissions and audit logs. • Future integrations with invoicing, electronic sig