GoHighLevel Automation Specialist for Law Firm | Legal CRM + Lead-to-Client Workflow

Job Overview We are looking for an experienced GoHighLevel (GHL) Automation & CRM Specialist who has real hands-on experience working with law firms. The goal is to build a reliable lead-to-client automation system that connects our lead sources, CRM, follow-ups, appointments, intake, and payment process. This is not a basic GHL setup or VA role. We need someone who understands legal lead intake and can independently build and troubleshoot the complete automation workflow. What You’ll Build Our law firm receives leads from multiple sources, including: Meta Ads / Facebook Instant Forms Website forms Calendly Other lead sources You will build the automation so that leads are automatically: Captured → Added to CRM → Qualified → Followed Up → Book Appointment → Intake → Converted → Payment → Client Onboarding Core Responsibilities GoHighLevel Build and configure GHL pipelines. Create workflows, triggers, actions, tags, custom fields, and lead stages. Build automated SMS and email follow-up sequences. Create workflows for new leads, missed calls, no response, booked appointments, cancellations, and lead nurturing. Ensure leads are automatically routed and followed up based on their status. Meta Ads & Lead Sources Integrate Meta Instant Forms with GHL. Connect website forms and other lead sources. Ensure every lead enters the correct pipeline and automation. Properly track lead sources and statuses. Calendly Integrate Calendly with GHL. Automate actions based on bookings, cancellations, and rescheduling. Trigger the appropriate follow-up before and after appointments. Legal CRM Integrations Experience with legal CRMs is important. You should have worked with platforms such as: Lawmatics Clio Neos or similar legal CRM/intake platforms You should be comfortable connecting these systems with GHL or incorporating them into the overall lead workflow. LawPay / Payment Automation Integrate or connect LawPay where required. Build the appropriate automation around the payment stage. Ensure the payment process fits naturally into the overall client conversion workflow. Must-Have Experience You should have: Strong hands-on GoHighLevel experience. Previous experience working with law firms. Experience building complex GHL workflows and automations. Experience with legal lead intake and follow-up. Experience integrating Meta lead forms with CRMs. Experience with Calendly or similar scheduling platforms. Experience with legal CRMs such as Lawmatics or Clio. Strong understanding of lead-to-client conversion workflows. Strong preference for candidates who have worked with LawPay. Who We’re Looking For We want someone who can look at the entire process and build the system, not someone who needs every step explained. You should be able to identify: What triggers are required How leads should move between stages Which follow-ups should happen automatically How different lead sources should be handled How appointments should affect the workflow How legal CRM systems should connect Where payment should fit into the client journey How to troubleshoot the system when something doesn’t work Attention to detail is critical. This system will be handling real legal leads, so reliability and proper testing are extremely important. Application Instructions To make sure we are only reviewing relevant candidates, please answer the following in your proposal: 1. How many law firms have you worked with? 2. Give us one specific example of a legal CRM/automation system you built. Briefly explain the workflow from lead generation to client conversion. 3. Which of these have you personally worked with? GoHighLevel Lawmatics Clio Neos Calendly LawPay Meta Lead Forms 4. Have you built Meta Ads → GHL → automated follow-up workflows? If yes, briefly describe one. 5. Have you worked with LawPay? If yes, explain what you integrated. 6. Please provide 1–2 relevant examples or case studies of law-firm automation work you have completed. Important Please do not apply if you have only general GoHighLevel experience but have never worked with law firms or legal intake workflows. We are looking to hire one experienced specialist who can take ownership of this system and potentially continue working with us on additional CRM and automation projects. We value relevant experience, technical ability, and proven results more than a long generic proposal.