Microsoft Forms Specialist Needed for Client Intake and Onboarding

We are seeking a skilled developer to create a client intake and onboarding system specifically designed for legal professionals. This tool will analyze legal problems based on client input and provide breakdown of the legal problem at hand outlining the steps to resolve the issu ...

Help with onboarding intake and funnel for a telehealth brand. · ...

We're looking for a hands-on, detail-oriented CRM builder who knows GHL well and can implement a clean, reliable setup that supports our day-to-day intake operations. · ...

We are hiring an Intake Coordinator to own the front door: first contact → eligibility → authorization readiness → clean handoff to care management. · Serve as the first point of contact for new familiesRespond to inbound calls, emails, and form submissionsCleanly explain our ser ...

A conversion and intake specialist is sought to design an audit framework for law firms to convert inquiries into qualified cases. · ...

I am hiring a process designer to create a reusable client intake and conversion audit framework for law firms. · ...

We are seeking an experienced remote intake specialist to join our criminal defense law firm. The ideal candidate will be bilingual, fluently able to speak in Spanish and English, and comfortable working with various software systems. · Manage client intake processes, handle init ...

The ideal candidate is a seasoned intake professional ready to step into a leadership role within a fastpaced evolving environment. · This individual combines deep knowledge of intake operations with strong interpersonal and analytical skills allowing them to coach team members e ...

We're looking for an experienced developer to build a secure user intake system that uses step-by-step logic and a scoring model to evaluate users. · The system should guide users through questions, verify identity, and apply rules to decide next steps automatically. Workflow aut ...

This project demonstrates an automated client onboarding system built with Zapier to standardize and speed up internal operations after a new client signs. · Instead of manual setup, emails, and task creation, the system automatically triggers all internal steps needed to onboard ...

++We need an automation-focused developer to streamline our client onboarding.+ · ...

Job summary · A critical role responsible for ensuring a smooth onboarding experience for new clients.This involves verifying information, preparing accounts, and serving as an initial point of contact. · Onboard new clients by reviewing and processing all required intake forms a ...

I am looking for an experienced Business Operations Manager / Operations Specialist to set up the backend of my security guard company. · ...

We're hiring an experienced n8n automation builder to ship production-grade automations for a digital agency. · The first project is automating our client onboarding process end-to-end (intake → routing → task creation → notifications → handover). · Nail this, and you'll have a s ...

This is a 3 month contract located in Toronto/Ontario. The role involves team meetings, · proactive guidance and various stakeholder meetings. ...

We are a fast-growing plaintiff-side class action law firm seeking a Lead Vetting & Client Retention Specialist to manage the front end of our client intake process. · Vet inbound leads against firm criteria · Request and review supporting documentation · Manage leads and campaig ...

We are hiring our first Intake Manager to take ownership of seller communication and play a critical role in our acquisition engine.This is not a sales role, but it does require strong people skills, clear spoken and written English, and comfort speaking on the phone. · ...

Automate client intake from a form into Notion and trigger Slack notifications. · ...