I am an immigration attorney in Indiana building a full-practice CRM and case management system on Airtable. I have a complete, professionally documented blueprint ready — you will not be starting from scratch or figuring out requirements. Your job is to execute the build accurately and efficiently from detailed written specifications. This is a well-scoped, one-time project with potential for ongoing retainer work as the firm grows. --- **WHAT I HAVE READY FOR YOU** - Complete schema documentation for 6 Airtable tables with every field name, field type, and configuration specified - Full linked record relationship map between all tables - 8 automation workflows written in step-by-step If/Then logic - Make.com scenario logic for document checklist auto-generation (Router + Iterator pattern) - 7 Airtable formula specifications with expected outputs - Intake form design (Fillout.com, 39 questions with conditional logic, mapped to Airtable fields) - Document checklist data for 6 case types (I-485, I-589 Asylum, I-130, DACA, N-400, H-1B) — pre-written JSON arrays for Make.com - Email template copy for all automations - View and dashboard specifications You will receive all of this documentation on Day 1. No discovery or requirements-gathering phase needed. --- **SCOPE OF WORK** *Phase 1 — Airtable Base Build (Required)* - Create Airtable base with 6 tables: Leads/Inquiries, Clients, Matters, Documents, Tasks, USCIS Filings - Build all fields per specification (approximately 25–45 fields per table) - Configure all Linked Record relationships between tables - Add all Formula fields (7 specified formulas + any lookup/rollup dependencies) - Create specified Views in each table (filtered, grouped, sorted per spec) - Configure field-level permissions for sensitive PII fields (SSN, A-Number, Passport) *Phase 2 — Fillout.com Intake Form (Required)* - Build 39-question intake form in Fillout.com - Configure conditional logic (employment section, marriage/family section, asylum section, DACA section) - Map all fields to corresponding Airtable fields via native Fillout-Airtable integration - Add file upload fields (passport, evidence documents) - Configure consent checkbox and form styling *Phase 3 — Airtable Automations (Required)* - Build 5 automations using Airtable's built-in automation engine: - New Lead Alert + follow-up task creation - Consultation Scheduled email - Status Update Notifications (one per relevant status change) - RFE Alert + task cascade - Task Deadline Reminders (7-day and 3-day) - Configure all email templates within automations using dynamic field tokens *Phase 4 — Make.com Scenarios (Required)* - Build 3 Make.com scenarios: - Scenario 1: Auto-create document checklist on new Matter (Router + Iterator — creates 10–30 Document records per matter based on case type) - Scenario 2: Document verified → update Matter readiness + notify attorney - Scenario 3: Monthly expiring document alert - JSON document arrays for all 6 case types will be provided — you configure them in Make.com Set Variable modules *Phase 5 — Testing and Handoff (Required)* - End-to-end test: submit intake form → lead converted to client → matter created → document checklist auto-generated → automation fires - Verify all formulas compute correctly on test data - Provide a short Loom video walkthrough (15–20 min) showing the complete system - Deliver a brief written summary of anything that deviated from spec and why --- **REQUIRED SKILLS AND EXPERIENCE** - Airtable: Intermediate to Advanced (linked records, rollups, complex formulas, automations, field permissions, view configuration) - Make.com: Intermediate or above (Router, Iterator, Airtable modules, scheduled triggers, error handling) - Fillout.com or equivalent form builder with native Airtable integration - Experience building Airtable systems for professional services firms (law, accounting, consulting, healthcare) strongly preferred - Strong attention to detail — field names, types, and configurations must match specification exactly --- **WHAT IS NOT IN SCOPE** - Data migration from a prior system - Custom code or API development - Integration with LawPay, SignWell, or OpenPhone (those are simple embed/link configurations I will handle) - Ongoing monthly maintenance (discussed separately if desired) - Designing the visual look of the Airtable base beyond standard configurations --- **TO APPLY, PLEASE INCLUDE:** 1. A link to or screenshot of an Airtable base you built for a professional services client (law firm, medical office, accounting firm, or similar — not a simple project tracker) 2. Your Make.com experience level — have you built a Router + Iterator scenario before? Briefly describe one. 3. Your estimated hours to complete all 5 phases and your proposed timeline 4. Your fixed price bid for the full project (I prefer fixed price over hourly for this scope) 5. One sentence on how you would handle a situation where the spec is ambiguous or conflicts with Airtable's technical limitations **Applications without items 1 and 2 will not be reviewed.** --- **BUDGET** I am not looking for the lowest bid — I am looking for the person most likely to execute the spec accurately the first time. Quality matters more than price here. **TIMELINE** Ideal completion: within 2–3 weeks of project start. Urgency is moderate — I want it done right, not rushed. --- *This is a real, active immigration law practice. The successful contractor may have the opportunity to support the firm's tech stack on an ongoing basis as caseload grows.*