Lawcus CRM Specialist (Workflow & Automation Builder) - ZR_29938_JOB at BruntWork

Quezon City, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

25 Feb, 26

Salary

0.0

Posted On

27 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lawcus CRM, Workflow Automation, Email Sequences, Task Triggers, Legal Workflows, Attention to Detail, Organization, Communication Skills, Independent Work, Client Management, Process Mapping, Technical Support, Automation Tools, Legal Operations, Client Intake Workflow, Scalable Automations

Industry

Staffing and Recruiting

Description

This is a remote position. Schedule: 40 hours per week; Mon–Fri, 8:00 AM–4:30 PM CST (30-minute unpaid break) Job Title: Lawcus CRM Specialist (Workflow & Automation Builder) Overview: We are seeking a highly organized and detail-oriented Lawcus CRM Specialist to build, optimize, and maintain pipelines, workflows, and automations within Lawcus. The ideal candidate has strong CRM experience, excellent technical capabilities, and the ability to convert business processes—especially in a legal services environment—into efficient, automated workflows. About the Role: You will be responsible for designing and executing multiple pipelines and workflow sequences inside Lawcus to support the firm’s intake and client management operations. This includes building automated email sequences, task triggers, forms, and conditional workflows for multiple practice areas. You will work closely with the intake team to ensure a seamless process inside the CRM—from the moment a call is received to all follow-up communications and task assignments. Key Responsibilities: Build and configure Lawcus pipelines for practice areas such as estate planning, litigation, and probate. Create and maintain automated email sequences triggered by lead creation, appointment scheduling, or pipeline movement. Develop workflow automations including automated task creation, conditional triggers, and form/document workflow generation. Map intake processes and follow-up sequences and translate them into scalable Lawcus automations. Ensure that when the intake team handles a call and schedules an appointment, the CRM automatically creates or updates a lead, sends follow-up emails, and assigns appropriate internal tasks. Review and refine existing workflows for efficiency and user-friendliness. Collaborate with internal teams to identify process gaps and propose automation-based solutions. Provide occasional technical support or troubleshooting within Lawcus. Qualifications: Strong experience using Lawcus CRM or similar legal CRMs (Clio, PracticePanther, MyCase). Proven ability to build pipelines, automations, conditional workflows, and email sequences. Understanding of legal workflows (estate planning, litigation, probate) is preferred. Ability to analyze business processes and convert them into CRM logic. Strong attention to detail, organization, and communication skills. Ability to work independently and deliver complete workflow solutions. Preferred Skills: Experience with automation tools such as Zapier or Make (Integromat). Experience working in a law firm or legal operations environment. Basic understanding of client intake workflow and legal customer journeys. Independent Contractor Perks: HMO Coverage for eligible locations Permanent work-from-home Immediate hiring Steady freelance job ZR_29938_JOB

Responsibilities

You will design and execute multiple pipelines and workflow sequences inside Lawcus to support the firm’s intake and client management operations. This includes building automated email sequences, task triggers, forms, and conditional workflows for multiple practice areas.