Victory Leonard

Victory Leonard Legal & CRM workflow Automation expert, A.I specialists. Professional Portfolio. Introduction About me I'm Victory Leonard, a CRM and Legal Workflow Automation Specialist. I build smart, scalable systems that simplify operations, streamline case and client management, and save teams hours of manual work. I focus on designing custom CRM solutions and automations with tools like Airtable, Zapier, Make, Monday.com, and AI integrations. From automated client intake and contract workflows to endto-end CRM pipelines, document handling, and performance tracking, I create solutions that help businesses and law firms work with clarity, speed, and efficiency. Every system I deliver is tailored, practical, and results-driven, turning complex workflows into seamless, automated processes. Let’s bring structure and automation to your operations. TABLE OF CONTENTS SECTIONS PROJECTS I PAGE 1. COVER PAGE II. PAGES 2. INTRODUCTION. III. PAGES 3. TABLE OF CONTENTS IV. PAGES 4. CERTIFICATES AND PROFESSIONAL CERTIFICATIONS VI. PAGES 5, 6 MONDAY.COM WORKFLOW SETUP AND AUTOMATIONS: 2 PROJECTS VII. PAGES 7, 8, 9 & 10 AIRTABLE WORKFLOWS SETUP AND AUTOMATIONS : 4 PROJECTS VII. PAGES 11, 12 & 13. ZAPIER AUTOMATIONS AND INTEGRATIONS: 3 PROJECTS IX. PAGES 14 MAKE.COM AUTOMATIONS AND INTEGRATIONS: X. PAGES 15. AI MARKETING AND ADVERTISING VIDEOS : XI. PAGES 16 CLOSING REMARK. . ANNEX (1). ROMANIAN VISA SCAM PROCESSES 1 PROJECTS 1 PROJECT Education & Professional Credentials. With a First degree from the Nigerian Law School and a Bachelor of Laws (LL.B) from Igbinedion University (Second Class Upper Division), I bring strong academic excellence to all the services I offer. Certifications. Zapier Expert Certificate: Automating complex workflows using multi-step Zaps, Filters, Paths, and built-in Zapier utilities. Airtable Professional Certification: Designing scalable relational databases with automation, forms, views, dashboards, and interface design. Monday.com Workflow Specialist: Certified in building custom boards, automation recipes, dashboards, and integrations for project and CRM workflows. Make.com certifications. building custom scenarios utilising intelligent module combinations and A.P.I integrations. Digital Support & Remote IT Tools: Trained in deploying productivity suites and support tools for small teams and remote organisations. 👉 Click here to view my degrees and certifications NOTE: LINKS TAKE YOU TO A GOOGLE DRIVE FOLDER. Legal Practice Workflow Transformation Custom Monday.com System for a Busy Law Firm Client Background: A fast-paced law firm needed a centralized workspace to manage everything from client intake to trial prep, plus internal admin and marketing. Their current system was fragmented, leading to missed deadlines, scattered updates, and heavy manual coordination. The Challenge: They wanted to: Improve visibility across cases and deadlines Automate task assignments and updates Organize legal, admin, and marketing workstreams Simplify collaboration across attorneys, paralegals, and admin staff My Solution: I designed a tailored Monday.com workspace with: Custom boards for case tracking, court calendars, billing, and marketing Smart automations for reminders, status updates, and handoffs Integrations with Google Drive, Outlook, and legal tools Reusable templates for common legal workflows Clean dashboards offering real-time oversight for all stakeholders I also provided documentation and training to help the team adopt the system quickly and confidently. Click to view workspace walkthrough, screenshots & video demo (LINK GOES TO GOOGLE DRIVE) Loan Application Workflow Automation Custom Monday.com & Zapier System for a Finance Client Client Background: A financial services provider was struggling to manage incoming loan applications. Their process involved manual form submissions, email follow-ups, and scattered data stored across spreadsheets. This caused delays, missed applications, and a lack of visibility for both the client and their team. The Challenge: They wanted to: Centralise loan applications in one structured system Automate status tracking and notifications Eliminate repetitive manual work in data entry and follow-up Improve client experience with faster responses and organized communication My Solution: I designed and implemented a tailored workflow that included: A custom Monday.com board to capture, track, and manage loan applications end-to-end A Zapier automation recipe that linked the form to Monday.com, automatically creating new entries and triggering updates Smart automations for reminders, loan status updates, and internal task handoffs A branded loan application form that fed directly into the system for accuracy and efficiency Clear, visual dashboards for real-time oversight of application progress I also provided a walkthrough and documentation to ensure the client’s team could use and maintain the system confidently. 👉 Click to view full workspace screenshots, automation recipes, and video demo: (LINK TO GOOGLE DRIVE) 📈 Options Trading Workflow – Airtable Automation for a Coaching Program Bringing clarity, automation, and real-time updates to weekly trades 💼 Client Overview An options trading coach needed a better way to manage weekly trades shared with paid members. The Slack-based manual system made it hard to track trade status and keep updates organized 🎯 The Challenge: The client wanted to: Replace manual Slack updates with automated workflows Track trade statuses like Waiting, Active, or Closed (Win/Loss) Create a clean, weekly view of trades for non-technical members Integrate with Slack to alert the group when key changes happen ✅ My Solution: I built a structured Airtable Trade Tracker using their existing Google Sheet as a foundation. Key features included: Fields for Ticker, Expiration, Entry/Target Prices, Stop Loss, Notes Status field that triggers automated Slack messages when trades go Active or Closed Custom Views for each trading week and filters by trade status Optional tags for Week or Setup Type to keep trades grouped A clean UI that even non-technical users could understand at a glance The result? A faster, cleaner, and smarter trade management system—delivered in Airtable. Click here to view screenshots & video walkthrough (Link to Google Drive) 🩺 ENT Surgery Tracker, Airtable System for a Private Practice Smart, secure, and role-based clinical workflow management 💼 Client Overview: An ENT and facial plastic surgeon needed a modular Airtable system to manage patients, consultations, surgeries, tasks, and finance , across both clinic and hospital settings. 🎯 The Challenge: Centralise patient records, consults, and surgery tracking Enable secure forms for doctors, nurses, admins, and patients Automate workflows and generate finance reports ✅ My Solution: Built a multi-table Airtable base: Patients, Consults, Surgeries, Tasks, Finance Role-based forms with conditional logic and file uploads Automated surgery workflows, task tagging, and daily logs Custom reports for income breakdowns by service & category Clean, mobile-friendly layout with PDF/HTML export options 📎 View Project: Click here to view screenshots & video walkthrough (Link to Google Drive) 💼 Client Overview ⛪ Church Operations Made Simple with Airtable Custom Airtable Solution for Member & Ministry Management A growing church department needed a reliable system to manage member information, coordinate service schedules, and track spiritual growth, all in one place. Their manual methods were no longer scalable or efficient. 🎯 The Challenge: They needed a tool to: Centralize member data and emergency contacts Track monthly availability and assign service roles Simplify attendance across different events Keep up with birthdays, anniversaries, and celebration days Support members' spiritual development goals ✅ My Solution: I built a comprehensive Airtable base that included: A detailed Member Directory with team roles and skill tracking Monthly Availability Forms linked to a shared calendar Event-based Attendance Check-ins with time-stamped logs A smart Celebration Tracker with reminders Growth Journey Records for areas like prayer and study All views were clean and admin-friendly, and the setup enabled both transparency and team empowerment. Click to view screenshots & walkthrough video (LINK GOES TO GOOGLE DRIVE) Event Workflow Management System Custom Airtable Automation for Event Operations Client Background: An event management team was struggling with scattered spreadsheets and manual updates across registrations, vendors, schedules, and budgets. This led to duplicated work and poor visibility. The Challenge: They needed a centralised system to: Manage guests, vendors, and event details in one place Automate reminders and updates Track payments and event progress Generate clear reports for management and clients My Solution: I built a tailored Airtable system with: Structured tables for Guests, Vendors, Events, Budgets, and Schedules Automations for confirmations, reminders, and follow-ups Linked records for clear connections across workflows Dashboards to monitor payments, guest counts, and event timelines The system streamlined operations, cut down manual coordination, and gave the team real-time control over their events. Click to view Airtable build screenshots & demo (LINK TO GOOGLE DRIVE) 🤖 Eligibility Quiz Automation – No-Code Scoring & Dynamic Email Flow in Zapier Personalized decision logic built without a single line of code Client Overview: An education support program needed to automate its eligibility screening process based on quiz scores. They wanted to instantly calculate results, personalise communication, and offer randomised support benefits—all without using code. The Challenge: Score answers from a 3-question form Auto-reject or accept applicants based on score thresholds If accepted, randomly assign one selected support option Format a follow-up date and personalise email content My Solution: Using Zapier, I created a smart workflow that: Captures responses from the quiz form (via Google Forms. Uses Formatter & Utilities to: Assign points total score Add 7 days to the submission date Randomly pick one selected support option Sends a personalised email via Gmail: Rejection email if score < 20 Acceptance email if score ≥ 20, including support benefit and follow-up date Result: A zero-code, logic-driven eligibility system that works 24/7, ensuring every applicant receives the right message instantly and automatically. 💡 📎 View Project: Click here to view screenshots & video walkthrough (Link to Google Drive) 🛒 E-Commerce Order Automation Smart Shipping Logic with Country-Based Delivery Windows 🔍 Client Challenge: An e-commerce business was overwhelmed by manual tasks: calculating total order prices, checking customer locations, assigning correct shipping dates, and then sending confirmation emails, all one by one. They needed a streamlined, error-free solution to handle this process automatically, no matter where their customers were ordering from. ✅ My Solution: To eliminate the manual workload, I designed an automated system using Google Forms and Zapier. Once a customer submits their order, the system immediately calculates the total price of the items and determines the appropriate shipping date based on their location. For Canadian customers, 3 days are added to the transaction date; for those in the United States, 7 days; and for all other countries, a full month is added. The shipping date is then formatted, for example, Fri Jul 4 06:57:39 -, and included in a personalised confirmation email. Each email also details the ordered items, the total cost, and the estimated delivery date, making the experience smooth and efficient for the customer. The entire process runs automatically within seconds, with no manual effort required. 📎 View Project: Click here to view screenshots & video walkthrough (Link to Google Drive) 📈 Lead Sync Automation – Google Sheets, Google Contacts & Airtable Turning raw lead entries into synced contacts and organized records Client Overview: A service-based business wanted to automate how new leads move from a Google Sheet into their contact system and CRM. Their old process was manual and prone to duplicate entries and delays. The Challenge: Auto-create Google Contacts from new leads in Google Sheets Sync those contacts into Airtable for team tracking Update Google Sheets status automatically to reflect progress My Solution: I created a 2-Zap system using Zapier: Zap 1: → Trigger: New/updated Google Sheets row with Status = "Pending" → Action: Create Contact in Google Contacts (First Name, Last Name, Phone, Email, Tag) Zap 2: → Trigger: New Google Contact created → Action 1: Create a matching record in Airtable (Leads table) → Action 2: Find and update the source row in Google Sheets → Status = “Contacted” Result: A fully synced lead flow from Sheets → Contacts → Airtable with zero manual input ⚡ Click here to view screenshots & video walkthrough (Link to Google Drive) 🔁 Lead Management Automation – Google Forms → Notion + Slack (via Make.com) 🔍 Client Challenge: No more manual copy-paste. Smarter, faster lead flow for modern marketing ops. A digital marketing agency was manually transferring leads from multiple Google Forms into Notion, wasting time and risking errors. They needed an intelligent, automated pipeline that could also identify premium prospects in real time. ✅ My Solution: Auto-send form entries to a Notion database Tag leads by budget range (Low / Mid / High) Alert the team on Slack when a premium lead comes in Keep everything no-code and cost-effective (free Make plan) ✅ What I Built (in Make.com): A scenario that triggers from Google Sheets (form-linked) Uses filters + routers to sort leads by budget Sends each to Notion with proper tagging + “New Lead” status Sends Slack alerts for high-budget submissions 📈 Outcome: A clean, automated lead capture and triage system that saves time, tags leads intelligently, and instantly alerts the team to hot opportunities, without writing a single line of code. 📎 View Project: Click here to view screenshots & video walkthrough (Link to Google Drive) 🎬 Multimedia Brand Video – Creative Studio Launch 📌 Client Brief: A dynamic multimedia production company wanted a signature brand video that would instantly capture the essence of their services and creative philosophy. The goal? A high-impact cinematic reel that resonates with brands, creators, and individuals seeking storytelling that goes beyond visuals. 🎯 Project Objectives: Create a story-driven video that opens with an emotional hook Highlight the company’s full-service capabilities: Photography (events, lifestyle, corporate, studio) Videography & Cinematography (weddings, promos, documentaries) Branding visuals & reels for social media 📷 🎥 ✨ 🎞️ What I Delivered: Scripted and directed a compelling visual narrative built around the pain points of the target audience Integrated real client footage, BTS clips, and branded animations Overlayed motion graphics and performance stats Edited with cinematic transitions, sharp sound design, and custom branding Optimised for website hero banners and social media repurposing (YouTube, IG Reels, TikTok) 📈 Impact Highlights: “400+ projects delivered across 7 countries” “Clients saw 3x engagement on branded content” “Over 100 satisfied brands and individuals served” 🎥 Watch the Final Video: LINK GOES TAKES YOU TO Google Drive Thank You Thank you for taking the time to explore my portfolio. These selected works have given you a glimpse into the value I bring, where law, logic, and smart systems come together to create clarity, efficiency, and results. Whether you're a founder, a growing business, or a legal department seeking structure, strategy, or automation, I’m here to help Let’s connect and build something impactful. Email:-LinkedIn send a quick message via [your preferred channel] Victory Leonard. Lawyer | A.I., Specialist | Legal & CRM Workflow Automations Experts.