CRM Development & Lead Management Automation System

PHP, Website Design, Software Architecture, CRM, Email Marketing, Lead Generation, Zoho CRM, Workflow Automation · # 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 Sco