edwardnaoh

Legal CRM and Client Intake System

LEGAL • Lavoratore autonomo

Oct 2025 - Present • 1 yr

Designed and configured a demonstration legal CRM workflow focused on improving client intake, lead management, appointment scheduling, and client onboarding for a professional legal-service environment. The project was structured around a common business problem: enquiries, contact information, appointments, and client details can become difficult to manage when they are handled manually or across disconnected platforms. The objective was to create a more organized workflow where information captured from an initial enquiry could move through the appropriate stages of the client journey. I designed the workflow around structured client intake forms, lead capture, contact management, appointment scheduling, CRM pipeline stages, automated follow-up actions, and organized client records. The system concept was designed to make it easier to track new enquiries, identify their current stage, and maintain relevant client information in one centralized CRM environment. The project also included planning the connection between a professional website and the CRM so that submitted enquiries could be captured and organized without unnecessary manual data entry. Appointment scheduling was incorporated into the workflow to support a smoother transition from initial enquiry to consultation. I focused on creating logical automation rules, clear workflow stages, structured data fields, and a practical client onboarding process. The CRM structure was designed to support future integrations such as email notifications, calendar synchronization, client portals, document workflows, and reporting dashboards. The project demonstrates my approach to CRM implementation: first understanding the business process, then mapping the required information and workflow, and finally organizing the technology around that process. Rather than treating CRM setup as simple software configuration, I focused on how the system could support day-to-day client management and reduce repetitive administ