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Google Cloud Automation for Ontario Paralegal POA Workflow
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Title:
Build Full POA Workflow Automation + Client Portal Using Google Cloud (For Ontario Paralegal Practice)
About the Project
I am a Licensed Paralegal in Ontario handling Provincial Offences Act (POA) matters. My current workflow is heavily manual and involves multiple steps: client intake, quoting, retainer management, payment processing, court filing, disclosure requests, prosecutor negotiations, calendar updates, and client communication.
I need an experienced Google Cloud automation developer to build a complete end‑to‑end automated workflow, including a client-facing portal, OCR ticket extraction, Google Workspace automation, and status tracking system.
This is a complex legal operations automation, not a simple form or spreadsheet job. I need someone who has built multi‑step business workflows, understands data modeling, and can integrate multiple Google Cloud services.
Current Manual Workflow (Needs to Be Automated)
1. Client sends POA ticket to info@
Staff manually checks email.
Staff manually replies with:
CVOR points
Demerit points
Cost of service
Staff manually uses a physical “Red Book” to look up CVOR/demerit points.
2. Client decides to proceed
Staff manually sends retainer through uLawPractice.
Staff manually follows up for:
Signed retainer
Payment
3. After payment
Staff manually sends:
Trust receipt (if trust account)
Invoice (if general account)
4. Filing the ticket
Staff manually files the ticket online with the court (no API access currently).
5. Early resolution date
Court sends early resolution date.
Staff manually updates:
info@ Google Calendar
sri@ Google Calendar
6. Ordering disclosure
Staff manually emails the court to request disclosure.
Staff manually tracks whether disclosure was received.
Staff manually reviews disclosure.
7. Negotiation with prosecutor
Staff manually emails prosecutor.
Staff manually receives proposal.
Staff manually sends proposal to client.
Staff manually waits for written client instructions.
8. Court attendance
Attend early resolution or trial.
Staff manually sends disposition to client.
9. No client portal
Clients call asking for status.
Staff manually searches Gmail to find the latest update.
No centralized dashboard for staff or clients.
What I Need Built (Google Cloud Automation)
A. Email Intake Automation
Monitor info@ for incoming POA tickets.
Automatically detect ticket emails.
Extract attachments.
Trigger OCR extraction.
B. OCR Ticket Extraction
Extract from uploaded ticket:
Client name
ICON number
Ticket number
HTA section
Offence wording
Date of offence
Location
Also:
Use uploaded Red Book PDF to automatically map:
CVOR points
Demerit points
Penalty ranges
C. Automated Quote Generation
Auto-generate quote email with:
Offence details
CVOR/demerit points
Fee for service
For QC/USA/Other provinces:
Auto-send standard message
Wait for agent response
Add 25–30% markup
Auto-send proposal to client
D. Retainer + Payment Automation
When client says “proceed”:
Auto-generate retainer request via uLawPractice (API or email automation)
Auto-follow-up reminders
Auto-detect payment received
Auto-send trust receipt or invoice
E. Court Filing Workflow
If court filing cannot be automated:
Create a task for staff
Auto-reminders
Auto-status update once completed
F. Disclosure Request Automation
Auto-generate disclosure request email
Auto-send to correct court
Auto-track whether disclosure received
Auto-remind if overdue
G. Prosecutor Negotiation Workflow
Auto-generate negotiation email
Auto-track prosecutor response
Auto-send proposal to client
Auto-track client approval
H. Calendar Automation
Automatically update:
info@ calendar
sri@ calendar
For:
Early resolution dates
Trial dates
Disclosure deadlines
Follow-up reminders
I. Client-Facing Portal
Clients must be able to:
Log in securely
See real-time status of their ticket
View documents (disclosure, proposals, receipts)
See upcoming court dates
Upload additional documents
J. Internal Dashboard
Staff must be able to:
See all active POA files
See status at a glance
Filter by:
Awaiting retainer
Awaiting payment
Awaiting disclosure
Awaiting prosecutor proposal
Awaiting client instructions
Court date upcoming
Closed
K. Full Google Cloud Architecture
The freelancer must design and build using:
Google Cloud Functions
Google Cloud Run (if needed)
Google Vision OCR
Google Sheets / BigQuery (data storage)
Google AppSheet or custom portal
Gmail API
Calendar API
Drive API
Webhooks
Secure authentication
Required Skills
Strong experience with Google Cloud Platform
Experience with OCR (Google Vision)
Experience with Google Workspace APIs (Gmail, Calendar, Drive)
Experience building client portals (AppSheet or custom)
Experience with workflow automation
Experience with data modeling
Ability to integrate with uLawPractice (API or email automation)
Experience building legal or compliance workflows is a major asset
Deliverables
Fully automated POA workflow
OCR ticket extraction engine
Automated quoting system
Automated retainer + payment workflow
Automated disclosure request workflow
Automated prosecutor negotiation workflow
Automated calendar updates
Client-facing portal
Internal dashboard
Documentation + training
Timeline
Looking for completion within 4–6 weeks with weekly milestones.
How to Apply
Please include:
Examples of similar automation projects
Your proposed Google Cloud architecture
Estimated timeline
Estimated cost
Confirmation you can build the client portal
Confirmation you can implement OCR extraction
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