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.