WordPress Developer

WordPress Developer (Project-Based – Referral Platform | Clio Integration | 75-85 Hours)

Project-Based | Approx. 80 Hours | Potential for Ongoing Work

We are a fast-growing, referral-driven estate planning law firm operating across 23 states. The majority of our clients come through financial advisors and professional referral partners.

We are building out a referral-based WordPress platform that allows our agents to:
• Track their referred clients
• See status updates
• View referral fee payouts
• Receive automated notifications when clients hire

This is a defined ~89hour project. If it goes well, this can turn into ongoing development work across multiple projects.


Project Overview

We need an experienced WordPress developer to help implement functionality on a referral portal connected to:
• WordPress
• Clio / Clio Grow (CRM)
• Possibly Zapier or API connections
• SMS notification system

This is NOT just a basic website build. We need someone comfortable with:
• Custom post types
• Secure agent logins
• Dashboard-style UI
• CRM integrations
• Webhooks / APIs
• Automation logic

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Features We Need Built

1. Agent Status Dropdown (Client Tracking)

We need a dropdown menu visible to each referring agent that shows client status updates.

Statuses include:
• Consult Scheduled by Agent
• Cancelled – Agent Follow Up
• No Show – Agent Follow Up
• Second Meeting Scheduled
• Wants to Think About It – Agent Follow Up
• Hired
• Did Not Hire
• Hired and Paid in Full
• Agent Paid

Important:
We are exploring whether this dropdown can sync directly with Clio / Clio Grow so we don’t duplicate data entry. If possible, we’d prefer it to pull status from Clio automatically.

If not possible, we will need:
• A structured internal update system
• Staff-only editing access
• Agent view-only dashboard

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2. Agent Referral Fee Dashboard

Each agent should be able to log in and see:
• Individual client referral fees
• Payment status
• Cumulative referral fees by year
• Year-to-date totals (important for 1099 reporting)

This needs to:
• Be secure (agent sees only their data)
• Display cleanly in dashboard format
• Allow filtering by year

Bonus if export to CSV is easy.

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3. Automated Notification When Client Hires

When a client is marked as “Hired” in Clio:

The referring agent should automatically receive:
• A TEXT message (ideal)
• Or email as backup

Example message:
“???? Congratulations! Your client has hired the law firm. Your referral fee is on the way.”

We prefer SMS delivery (Twilio or similar integration).

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Ideal Candidate

You:
• Have strong WordPress backend experience
• Understand CRM integrations (Clio experience is a PLUS)
• Can build secure role-based dashboards
• Know how to work with APIs, webhooks, Zapier, or custom middleware
• Think strategically, not just tactically
• Communicate clearly
• Work efficiently and respect timelines

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Tech Stack (Current + Potential)
• WordPress
• Clio / Clio Grow
• Zapier
• Twilio (for SMS)
• Possibly Stripe integrations later

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Scope
• Approx. 60 hours
• Clear feature list
• Defined deliverables
• Structured milestone payments
• Potential for long-term relationship

We are building multiple digital platforms and prefer to find a long-term development partner.

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To Apply

Please include:
1. Examples of WordPress dashboard or portal builds
2. Any CRM integration experience
3. API / webhook experience
4. Estimated timeline to complete a project like this
5. Your hourly rate

Put the word “REFERRAL PRO” at the top of your application so we know you read the full post.

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If you are someone who likes building systems that drive revenue and automate business processes, this could turn into ongoing work.

We value reliability, clean builds, and proactive thinking.

Looking forward to hearing from you.