Workflow Automation & Legal Document Assistance
Budget: $15 – $25 AUD
I am in need of a professional who can help me with workflow management, specifically focusing on automation. My primary applications of concern are Jotform, Docupilot, and Zapier.
Key Requirements:
- Inserting conditional logic into Jotform and various dynamic Word legal templates.
- Inserting "tokens" within Docupilot legal document template which would match the responses provided in the Jotform responses.
- Integrating various software applications such as Zapier (for workflow management) and eWay (too\payment gateway).
The ideal candidate for this project should have:
- Extensive experience with workflow automation.
- Proficiency in Jotform, Docupilot, and Zapier.
- Background in legal document automation.
- Strong organizational skills.
- Excellent understanding of software application integration.
The milestones/deliverables I require would look as follows:
1. inserting conditional logic where required in a jotform questionnaire;
2. testing the completed form and viewing the results;
3. intergrating the form/questionnaire into my website (squarespace website);
4. inserting docupilot tokens/conditional logic into an existing legal document precedent;
5. intergrating zapier to manage workflow from completion of form, take payment (within form), create document in docupilot using form responses, send completed document to users nominated email.
I posted a separate project a few months ago which I consider was a bit too "broad". I am looking to focus on completing the above milestones/deliverables for only ONE legal document at a time and would appreciate if you could quote me for a single legal document only at this time.
Obviously, if I am satisfied with the services provided for this single legal document, I would also engage you to complete the remaining legal documents.
Please note that you would be required to sign my own NDA and a service agreement if I engage your services.
Key Requirements:
- Inserting conditional logic into Jotform and various dynamic Word legal templates.
- Inserting "tokens" within Docupilot legal document template which would match the responses provided in the Jotform responses.
- Integrating various software applications such as Zapier (for workflow management) and eWay (too\payment gateway).
The ideal candidate for this project should have:
- Extensive experience with workflow automation.
- Proficiency in Jotform, Docupilot, and Zapier.
- Background in legal document automation.
- Strong organizational skills.
- Excellent understanding of software application integration.
The milestones/deliverables I require would look as follows:
1. inserting conditional logic where required in a jotform questionnaire;
2. testing the completed form and viewing the results;
3. intergrating the form/questionnaire into my website (squarespace website);
4. inserting docupilot tokens/conditional logic into an existing legal document precedent;
5. intergrating zapier to manage workflow from completion of form, take payment (within form), create document in docupilot using form responses, send completed document to users nominated email.
I posted a separate project a few months ago which I consider was a bit too "broad". I am looking to focus on completing the above milestones/deliverables for only ONE legal document at a time and would appreciate if you could quote me for a single legal document only at this time.
Obviously, if I am satisfied with the services provided for this single legal document, I would also engage you to complete the remaining legal documents.
Please note that you would be required to sign my own NDA and a service agreement if I engage your services.
Related categories:
Payment Gateway Integration
Workflow Consulting
Data Integration
Automation
Zapier