Automation Expert for Legal Document & Client Management Processes

I'm seeking an experienced automation consultant to streamline processes in managing client cases and associated documents for my paralegal services firm, which specializes in ancestral citizenship applications. The primary requirements include: • Automating client intake process with online questionnaires/forms involving complex branching logic • Intelligent document management - automated naming, filing, and routing of client-submitted documents • Integration with a CRM system for efficient client profile and case tracking • Rules-based automation to identify and send documents requiring translation to vendors • Potentially auto-populating client data into citizenship application forms The ideal consultant should have proven expertise in workflow automation tools like Zapier, Integromat, [login to view URL], or similar platforms. Experience integrating forms, cloud storage, AI document processing, CRM systems, and translation APIs is highly desired. A strong understanding of data security, compliance, and discreet handling of sensitive client information is paramount. My goal is a phased automation implementation - initially starting with the core processes within a $500 budget and then expanding the automation footprint over time. Please highlight your relevant skills, experience with similar projects, tool expertise, and pricing structure. I'm looking for a long-term partnership to optimize my business operations through intelligent automation continuously.