Lawcus CRM Specialist Workflow And Automation Builder

We are seeking a highly organized and detail-oriented Lawcus CRM Specialist to build, optimize, and maintain pipelines, workflows, and automations within Lawcus. The ideal candidate has strong CRM experience, excellent technical capabilities, and the ability to convert business processes—especially in a legal services environment—into efficient, automated workflows.

About the Role:

You will be responsible for designing and executing multiple pipelines and workflow sequences inside Lawcus to support the firm’s intake and client management operations. This includes building automated email sequences, task triggers, forms, and conditional workflows for multiple practice areas. You will work closely with the intake team (including BruntWork staff) to ensure a seamless process inside the CRM—from the moment a call is received to all follow-up communications and task assignments.

Job Highlights

Hourly Rate: The equivalent of $10.00 USD per hour in the applicant’s local currency

Schedule: Full-time (40 hours per week); Mon–Fri, 8:00 AM–4:30 PM CST (30-minute unpaid break)

Work Arrangement: Work from home

Contract: Independent Contractor

Side Note: Since this is a permanent work-from-home position and the arrangement is that of an “Independent Contractor,” the selected candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Responsibilities

• Build and configure Lawcus pipelines for practice areas such as estate planning, litigation, and probate.
• Create and maintain automated email sequences triggered by lead creation, appointment scheduling, or pipeline movement.
• Develop workflow automations including automated task creation, conditional triggers, and form/document workflow generation.
• Map intake processes and follow-up sequences and translate them into scalable Lawcus automations.
• Ensure that when the intake team handles a call and schedules an appointment, the CRM automatically creates or updates a lead, sends follow-up emails, and assigns appropriate internal tasks.
• Review and refine existing workflows for efficiency and user-friendliness.
• Collaborate with internal teams to identify process gaps and propose automation-based solutions.
• Provide occasional technical support or troubleshooting within Lawcus.

Requirements

• Strong experience using Lawcus CRM or similar legal CRMs (Clio, PracticePanther, MyCase).
• Proven ability to build pipelines, automations, conditional workflows, and email sequences.
• Understanding of legal workflows (estate planning, litigation, probate) is preferred.
• Ability to analyze business processes and convert them into CRM logic.
• Strong attention to detail, organization, and communication skills.
• Ability to work independently and deliver complete workflow solutions.

Preferred Skills:

• Experience with automation tools such as Zapier or Make (Integromat).
• Experience working in a law firm or legal operations environment.
• Basic understanding of client intake workflow and legal customer journeys.

Independent Contractor Perks

HMO Coverage for eligible locations

Permanent work from home

Immediate hiring

Steady freelance job

Reminder

Apply directly to the link provided; you will be redirected to BruntWork’s Career Site. You must apply using the said link to complete the initial requirements, which includes pre-screening assessment questions, technical check of your computer, and voice recording.

APPLICATIONS WITH COMPLETE REQUIREMENTS WILL BE PRIORITIZED.