Summary
Client
Assigned To
Eli Weldon
Solomon WoodStatus
Completed
Start & Finish Date
May 15, 2023 → May 24, 2023
Needs Review
Project Resources
No Resources Currently
Project Outline
Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
Problems & Goals
What are the problems we hope to solve with this project?
What are the Goals to create in order to solve the problems?
- Setup staging version of customer portal integrated with airtable H&A CRM https://hepworthstage1.wpengine.com/wp-admin/
- Setup portal content to display GPT form found on https://www.hepworthlegal.com/ai-assistant/
- Once tested and confirmed launch on production
<iframe
src="https://www.chatbase.co/chatbot-iframe/www-hepworthlegal-com-gkul04ncm"
width="100%"
height="500"
frameborder="0"
></iframe>Goals & Deliverables
Goal #1
Goal Title
Goal Planning Tasklist
Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into 
Tasks , add task details
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final
Project Resources
No Resources Currently
Project Outline
Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
Problems & Goals
What are the problems we hope to solve with this project?
What are the Goals to create in order to solve the problems?
Goals & Deliverables
Goal #1
Goal Title
Goal Planning Tasklist
Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into Tasks , add task details
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final