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

@usamaansari786

Hi there, I will implement and wire your GHL + Make + AI Voice + Clio system into a production-ready intake and automation engine, focusing on reliability, loop-safe workflows, and clean API integrations. Since your architecture and roadmap are already defined, I will move directly into execution building GHL workflows, advanced Make scenarios, Retell AI voice logic, and hardened sync between systems with proper error handling and monitoring. Multi-pipeline legal intake with automation routing, missed-call recovery, and CRM sync via webhooks with loop prevention. Advanced router-based sync between CRM and external systems using JSON parsing, error handlers, and idempotent safeguards. Retell AI voice agent that books appointments, pre-qualifies leads across structured questions, and pushes data to CRM with escalation logic. Q) For the paid demo, do you already have sandbox credentials for Clio and Retell, or should I provision test environments to accelerate delivery? I am ready to start now. Please share sandbox access so I can review the setup. Best Regards, Usama F

@nnekaedeh25

Hi, For complex GHL + Make + AI voice stacks like this, the biggest failure points are webhook loops, brittle sync logic, and agents that work in demos but break in real intake scenarios. The most effective approach is a clean event-driven architecture with idempotent sync flows and hardened agent logic from day one. I can implement and production-harden your CRM/intake system across GHL, Make, Clio, and Retell — including reliable bidirectional sync, intake qualification workflows, telephony routing, and a reusable Snapshot. I focus on building automation that survives real-world edge cases (duplicate contacts, retries, partial data, call failures) so go-live is stable, not reactive. I’ve built multi-system automations and AI-driven workflows with Make, APIs, and CRM platforms, including intake pipelines, classification/LLM flows, and cross-app sync architectures designed for scale and maintainability. I’m comfortable working in sprint-based async teams with daily Loom updates and fast iteration cycles. I can start immediately and complete the paid demo within the 1-week timebox.

@mayankinnovative

Hi, As per my understanding: You need a senior automation implementer to execute an already-designed architecture for a law firm CRM system using GHL + Make + Retell + Clio + M365 . The role is execution-heavy: building hardened intake workflows, advanced Make sync logic, AI voice agents, telephony routing, and producing a reusable GHL Snapshot. The first milestone is a 1-week paid demo proving GHL ↔ Make ↔ Clio sync plus an AI agent that books appointments and pre-qualifies leads reliably. Implementation approach: I would execute in structured weekly sprints: first mapping webhook flow controls to prevent infinite loops, then building modular Make scenarios with routers, error handlers, idempotent logic, and logging layers. AI voice agents will be designed with fallback handling, tool calls, and validation checkpoints to ensure stable real-world calls. Clio sync will include pagination, retries, and monitoring dashboards. The paid demo will deliver sandbox-ready flows, architecture diagram, and a clear Loom walkthrough covering edge cases and failure recovery. A few quick questions: Is sandbox access ready for GHL, Clio, and Retell? Do you have predefined intake schemas and qualification logic? What call volumes should the AI agent handle at launch? Any compliance constraints for legal intake data?

@alexnebo1123

Hello, I can implement and harden your law firm intake and CRM automation stack across GHL, Make, Retell, Clio, and M365, focusing on production reliability, idempotent syncing, and zero infinite loop workflows. I’m comfortable shipping fast in weekly sprints, wiring complex Make scenarios with robust error handling and logging, and building voice agents that can reliably qualify leads, set appointments, and hand off cleanly into the pipeline and Clio. I can start within the next 3 to 5 days, commit 20 to 40 hours per week for 8 to 10 weeks, and complete the paid demo within 7 days in the 20 to 30 hour timebox. I’m fine with daily time tracking, daily written updates, and Loom walkthroughs, and I can overlap for calls and live testing between 9 AM and 9 PM Atlantic Standard Time. Are you already using RingCentral for the live number routing, and is Clio Manage authentication already set up with the required scopes in your sandbox? Let’s discuss detail via chat.

@kirills31

Hey there, For the Week 1 paid demo, which Clio object is the must hit path: Lead intake into Matter, Contact, or Consultation booking, and what fields are required to be created updated? For Retell, do you want tool calls that write back to GHL in real time during the call, or only a post call summary plus task creation? I can implement the full stack you listed: GHL workflows snapshots webhooks, Make routers error handlers JSON arrays, idempotent sync between GHL and Clio, and reliable AI voice intake with appointment setting and pre qualification. The hard parts are webhook loops, race conditions, duplicate records, and call edge cases. I solve this with strict event IDs, dedupe keys, retry policies, dead letter queues, and audit logs so you can trace every lead from call to pipeline to Clio. I can work async with daily time tracking, daily written update plus Loom, and weekly demos. Screening answers: Yes to AST overlap, yes start in 3 to 5 days, yes 20 to 40 hrs week for 8 to 10 weeks, yes paid demo 20 to 30 hrs within 7 days, yes daily tracking updates, yes Loom progress. Hope to discuss more on chat. Best, Kirill

@kirangadhiya541

Hello Jared K., Availability & Commitments - Yes, I can take calls between 9 AM – 9 PM AST with overlap. - Yes, I can start Right NOW. - Yes, I can commit 40–45 hrs/week for 8–10 weeks. - Yes, I can complete the 20–30 hr paid demo within 1 week. - Yes, I agree to daily time tracking and updates. - Yes, I’m comfortable sharing Loom progress walkthroughs. Please share with me NDA, I am happy to willing sign the NDA. I will share: Please find the attached case studies for your reference Let's connect and get start! Thanks Kiran G

@talhab12

Hello, I can start within 3 to 5 days, commit 20 to 40 hours per week for 8 to 10 weeks, and complete the paid demo of 20 to 30 hours within 7 days. I am comfortable with daily time tracking, written updates, Loom progress videos, and weekly feature demos, and can overlap for calls and live testing between 9 AM and 9 PM AST. I have built end-to-end GoHighLevel automations, including a full tax return workflow from lead capture to service delivery, integrated Make scenarios with error handling and multi-system syncing, and AI agents for conversational lead qualification and structured data extraction. I focus on preventing webhook loops, data duplication, and ensuring AI voice agents handle real-world scenarios reliably, including interruptions, ambiguous responses, and fallback routing.

@oleksandrp60

Hi there What are the top two data objects that must stay perfectly in sync between GHL and Clio from day one? What are the exact success rules for the Retell agent call, booked appointment plus 10 answers captured plus outcome written back to GHL and Clio? I can start in the next 3 to 5 days, commit 20 to 40 hours per week for 8 to 10 weeks, overlap 9 AM to 9 PM AST, complete the paid demo within 7 days, plus deliver daily time logs with daily Loom updates. I will build loop safe GHL workflows, Make scenarios with idempotency keys, retries, error handlers, then add monitoring and a go live hyper care checklist so the system stays stable. Hope to discuss further on chat. Best Oleksandr

@Robertx2002

Most automation projects falter when handoffs between platforms introduce silent failures—your system’s complexity makes it a minefield for hidden glitches. I focus on driving measurable growth by building fault-tolerant, transparent workflows that keep your intake moving reliably and your law firm closing more cases. Your goal is a seamless high-automation CRM that boosts efficiency without downtime—I'll methodically wire, stress-test, and document every scenario to ensure precision. How do you currently prioritize monitoring and rapid rollback for unexpected automation snags? With my fresh freelancer advantage, I’ll prioritize your project, deliver beyond specs, and offer a competitive initial rate. Ready to sync on next steps?