Drupal Project Management System

Basically, we need a project management system in drupal. We will have 3 user types, affiliates, attorneys, and clients. Affiliates will sign up clients, or clients can set themeselves up. They will input their information, and be shown an array of attorneys. The attorneys will then, if chosen, contact their client and iron out details. We will process monthly payments (done) and take a small profit after we send the affiliate and attorney their share. We need a way to update all parties (affiliate, client, attorney) of the steps in the process, and notify them on their control panel (which you will create) and via e-mail of milestones like: approval, contract approval, in progress, job completion, job start, etc.. ## Deliverables Project Functions Document Management User Management electronic signature Reaccuring payments/One time payment E-mail Notifications Upload Documents Specifics 4 roles, with **multipul subusers - (1) Affiliate (2) Admin (3) Client (4)Servicer/Attorney** **** Need to match client in by state with attorney by state; ex. california client to california attorney** **** Need to allow client and/or affiliate and/or admin to choose from a list of Attorney's in client's state. Once attorney is selected attorney recieves e-mail. (This field is not required to be selected by Affiliate or CLient to proceed---function maybe requirement at later date)** ** ** ** ** **Work Flow** ** ** **affiliate completes customer information form -> customer information fields is populate in a contract--> contract is e-mailed to client---> client electronically signs contract and e-mails back/or faxes back and pdf of doc is uploaded--->***payment MAYBE processed at this time but not requirement-->attorney is selected (by client/Admin or Affiliate)---->AttorneyAdmin/Affiliate is Receive e-mail Client Contract is recieved---> attorney must contact client in 48 hours unless already spoken to client-->Attorney speaks to client--> Client Signs Attorney Agreement (electornic signature is possible) or uploaded in pdf format-->Attorney checks box updating system client has been obtained-->Payment is processed REQUIRED-->>client is updated in system, and affiliate/admin/client recieve notification** ** ** **User Screens (as tabs)** ** ** **Admin Screens** **Affiliate Profiles** **Admin Profiles** **Attorney Profiles** **Client Profiles** ** ** **Affiliate Contracts out by Affilate** **Affiliate Contracts In by Affilate** **Affiliate Accounts Recievable by Affilate** ** ** **Attorney Notification Screen to contact new Client (Attorney must complete contract and update system that clie** **Attorney Contracts out by Attorney** ** ** **Attorney Contracts In by Attorney** **Attorney Accounts Recievable by Attorney** ** ** **Client Payments** **Client Documents** ** ** ** ** **Affiliate** **Affiliate Profile ** **Affiliate Contracts out** **Affiliate Contracts In ** **Affiliate Accounts Recievable by client** ** ** **Attorney** **Attorney Profiles** **Attorney New Clients to Contact--> Attorney must uplaod agreement and check box client is signed up ** **Attorney List of Client screen---> Attorney can view profiles of clients, upload documents etc, view existing documents. ** **Attorney Accounts Recievable by client** ** ** ** ** **Client** **Client Profile** **Client Payment screen - one time payment, change reacuring payment account, opt out of program** **Client Screen of Case Documents (also weblink to log into county court to get case info from clerk of courts.)** **YOU MAY USE ANY MODULES THAT YOU WANT, and we will pay for any professional modules needed.** **WE JUST WANT IT DONE RIGHT.** **We will discuss over the phone before project is awarded. **