72

Google Cloud Automation for Ontario Paralegal POA Workflow

UpworkCANot specifiedexpert
AI TradingAPI IntegrationBusiness Process AutomationDashboardGoogle DocsEmail CommunicationGoogle WorkspaceAdministrative SupportGoogle Apps ScriptAutomation
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
View Original Listing
Unlock AI intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo

Client

Spent: $12,675.75Rating: 4.9Verified