GHL + Make.com Automation & AI Agent Developer for AI CRM Build [8–10 Week Project]

About the Project
We’re a growth strategy, automation & AI consulting firm building a high-automation CRM and intake system for a growing law firm. The stack: HighLevel (GHL) + Make.com + AI Voice (Retell) + Clio + M365. Architecture and roadmap are done. We need a strong implementer to build, wire, test, and harden it. This project will take 20-40 hrs/week for 8-10 weeks.

Ongoing Projects
We're seeking a highly skilled automation and AI developer interested in implementing cutting-edge systems, shipping production-ready, reliable workflows and AI agents, and thrive in a fast-moving work environment. The ideal candidate is constantly looking to push their own boundaries and learning the most cutting-edge AI and automations. The initial engagement is 8–10 weeks at 20–40 hours per week, with strong potential for ongoing part-time or full-time work for developers who demonstrate high-output expertise.

Tech Stack (Must Have Experience)
-- HighLevel (GHL): Workflows, Custom Values, Pipelines, Webhooks, Snapshots
-- Make.com: Advanced scenarios (routers, error handlers, webhooks, JSON parsing, arrays)
-- API Integrations: REST APIs, auth, pagination, idempotency basics
-- AI Voice Agent Builds: Super reliable and complex agents that can handle real-world calls, scenarios and tools. Experience with Retell AI, VAPI, Bland or similar AI voice agent platforms.
-- AI / LLM APIs: OpenAI / Claude / Gemini via Make for conversational + classification workflows

Nice to Have
-- Clio Manage / Grow, RingCentral
-- M365 automations (OneDrive, SharePoint, Outlook, simple PowerAutomate)

What You’ll Build
-- Complex GHL intake workflows without infinite webhook loops
-- Make.com sync flows between GHL, Clio Manage, and Smartsheet
-- Telephony routing and logic for Retell AI + RingCentral
-- A reusable GHL Snapshot of the entire build
-- Monitoring & hyper-care during go-live to catch and fix bugs quickly

How We Work (Read Before Applying)
We run a high-accountability, high-autonomy environment - we won't micromanage your approach, but we do move fast and expect clear, consistent communication. If that sounds like your kind of setup, read on.
-- Engagement: 8–10 weeks with clear weekly sprints and feature specs/user stories
-- Time commitment: 20–40 hours/week, starting immediately
-- Hours must be tracked and recorded daily - this helps both sides catch scope creep early and keeps the project on budget.
-- Daily progress updates are mandatory (brief written update and Loom video of what you did today) - this keeps our async workflow moving and reduces the need for unnecessary check-in calls.
-- Weekly demonstration updates of newly shipped system features (Loom or similar screen recording software)
-- If a deadline is at risk, you communicate ASAP with an explanation and a revised plan - no suprises
-- We value shipping fast now and optimize cost and incremental performance later.
-- We work mostly async but need some overlap between 9 AM to 9 PM Atlantic Standard Time (AST) for calls and live testing. Calls will be held 1-2 time per week.
-- Signed NDA and IP agreements required after the paid test.

Paid Test Demo (Week 1)
-- Before committing to the full build, we start with a paid demo project to be completed within 1 week:
-- Scope: Standing up a barebones but functional demo of a core workflow (GHL ↔ Make ↔ one external system (Clio) + AI voice agent which can reliably a) set appointments and b) pre-qualify leads by asking ~10 questions)
-- Timebox: 20–30 hours max, delivered within 7 calendar days

Deliverables:
-- Working automation flows in our sandbox
-- Simple diagram of the architecture
-- Loom video walkthrough of logic and edge cases
-- You must be confident you can complete this within the timebox.

Screening Questions (Required in Your Proposal)
Proposals without answers will be ignored.

1. Availability & Commitments:
-- Can you take calls and meetings between 9 AM - 9 PM Atlantic Standard Time (UTC -04:00)?
-- Can you start in the next 3-5 days?
-- Can you commit 20–40 hrs/week for the next 8–10 weeks?
-- Can you complete the paid demo (20–30 hrs) within 1 week?
-- Do you agree to daily time tracking and daily + weekly progress updates?
-- Are you comfortable sharing live progress updates via a Loom video or similar screen recording software?

2. Portfolio:
-- Link to 1 GHL build (screenshot or Loom video) you’re proud of + 2–3 line explanation.
-- Link to 1 Make.com scenario (screenshot or Loom video) you think would impress us + 2–3 line explanation.
-- Any examples of AI agents (chat or voice) you’ve built.