01 / The workflowMake the practice areas understandable
Create useful pages that explain the services the firm chooses to describe publicly, its genuine service area, and the next step for contacting the team. Use approved attorney information and genuine work-related evidence where appropriate. Avoid automated pages that simply replace one location name with another or imply a guaranteed case outcome.
02 / The workflowDesign intake around an actual review process
A first-contact form can capture basic routing information while telling visitors not to submit confidential records through that channel. Confirm who monitors submissions and what the acknowledgment should say. Conflict review, representation decisions, and professional obligations stay with the firm’s established process; the website must not imply those decisions happen automatically.
03 / The workflowSeparate marketing access from client access
Public pages, appointment requests, and authenticated document exchange have different requirements. A proposed portal needs its own discussion of permissions, retention, access recovery, logging, and integrations. Existing practice-management software may already provide the right workflow, so the first task is to evaluate it rather than replace it by default.