Lightweight Client Intake & Lead Logging Automation System
Replaced complex CRM overhead with an automated Make.com pipeline that logs incoming intake leads directly to Google Sheets while dispatching instant email notifications via Zoho Mail.
Automated Event-Driven Email Notification Engine via Webhooks
Constructed a real-time webhook pipeline on Make.com that routes incoming event payloads through conditional filters to dispatch targeted notifications via Zoho Mail.
Automated Legal Retainer & Payment Plan Delivery System
Streamlined PracticePanther case workflows to automatically execute e-signatures, calculate installment schedules, and deliver tailored payment plan notifications via Zoho Mail.
Automated PracticePanther Document Signing & Payment Collection Pipeline
Transformed manual legal billing and contract management into an automated, multi-channel system—triggering e-signatures, payment links, SMS alerts, and follow-ups directly from PracticePanther notes.
Custom Form Integration & PracticePanther Workflow Automation
Replaced rigid, native legal forms with a custom website form connected directly to PracticePanther via Zapier—automating contact creation, matter updates, and real-time attorney notifications.