Tristan

Legal Operations & AI Workflow Automation Specialist

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Overview

Looking for full-time work (8 hours/day)

at $13.23/hour ($2,560.00/month)

Associates degree

Last Active

July 23rd, 2026 (5 days ago)

Member Since

November 1st, 2017

Profile Description

Business Systems & AI Automation Specialist | Legal Operations | Workflow Automation | Process Improvement

Businesses don't usually need more people—they need better systems.

I help companies eliminate repetitive work, organize business processes, build AI-powered automations, and create scalable operational systems that save time, reduce errors, and improve visibility across teams.

With over 13 years of experience spanning operations, customer support, account management, legal administration, technical support, and workflow automation, I bridge the gap between business operations and technology.

My background allows me to understand how businesses actually work before building solutions that make them better.

Areas I Can Help With

AI & Automation
• AI Agent Development (Hermes Multi-Agent Systems)
• n8n Workflow Automation
• API Integrations
• Business Process Automation
• CRM Automation
• Email & Communication Automation
• Google Workspace Automation
• Dashboard & KPI Reporting
• Internal Business Tools
• Knowledge Bases & SOP Systems

Database & Systems

• MySQL Database Management
• Data Organization
• Business Reporting
• Process Mapping
• Workflow Design
• Excel Automation
• Google Sheets Automation
• KPI Dashboards
• Data Cleanup & Validation

Legal Operations

I also have hands-on experience supporting U.S. personal injury law firms with:

• Client Intake
• Case Management
• Medical Record Collection
• Demand Letter Preparation
• Evidence Organization
• Lien & Subrogation Processing
• Claims Tracking
• Client Communication
• Calendar Management
• Clio Manage

Business Operations

Throughout my career I've worked in:

• Technical Support
• Customer Success
• Team Leadership
• Account Management
• Process Improvement
• Quality Assurance
• Client Relations
• Operations Management

Technologies

AI & Automation

• ChatGPT
• Claude
• n8n
• Hermes AI
• Pabbly
• Google Apps Script

Databases

• MySQL

Business Systems

• Clio Manage
• Google Workspace
• Slack
• Jotform
• Microsoft Excel
• Google Sheets
• Freshdesk
• Zendesk
• HubSpot
• Gorgias

What Makes Me Different

Most virtual assistants execute tasks.

I build systems that eliminate them.

Whether it's creating AI agents, automating repetitive workflows, organizing business data, improving reporting, or streamlining legal operations, I focus on building solutions that continue delivering value long after implementation.

I enjoy understanding how a business operates, identifying bottlenecks, and designing practical systems that improve efficiency without adding unnecessary complexity.

If you're looking for someone who combines business operations experience, technical knowledge, database management, automation, and AI implementation, I'd love to help build the systems your business needs to scale.

Top Skills

Office and Administration » Client Relationship Management

Experience: 5 - 10 years

I build and maintain strong client relationships by acting as a reliable point of contact, ensuring clear communication, and aligning solutions with their needs. I manage expectations, resolve issues proactively, and provide data-driven insights to help clients achieve their goals. My focus is on fostering trust, driving long-term partnerships, and ensuring smooth service delivery that exceeds expectations.

Office and Administration » Client Relationship Management

Experience: 5 - 10 years

With over five years of experience in client support, I have honed my skills in building strong client relationships and ensuring satisfaction at every interaction. My background includes handling diverse client needs, resolving complex issues, and facilitating clear, proactive communication that strengthens trust and long-term loyalty. I am adept at managing expectations, tailoring solutions to unique client needs, and fostering collaborative relationships that drive success.

Office and Administration » AI Tools

Experience: 1 - 2 years

With experience implementing AI tools for content creation, I bring a unique blend of traditional client relationship skills and modern technological expertise. This background enables me to streamline content delivery, enhance client interactions, and provide data-driven insights that add value to client relationships. My proficiency in AI tools allows me to offer innovative solutions that align with client goals and optimize their experience.

Other Skills

Customer Support » Email Support

Customer Support » Phone Support » English Speaking

Office and Administration » Email Management

Office and Administration » Personal Assistant

Marketing » Email Marketing

Marketing » Marketing Automation

Experience: 6 months - 1 year

I help businesses automate their marketing processes using AI and no-code tools like GoHighLevel, n8n, and Pabbly. From lead nurturing and follow-ups to personalized content and funnel automation, I build smart systems that save time, increase conversions, and drive revenue—so you can focus on growing your business, not managing tasks.