03A firm website written page by page: practice areas or services, a profile for each practitioner, a page for each office, and articles the firm publishes itself from an editing screen. Enquiry forms route to the right practitioner and land in HubSpot or the practice system, not an inbox.
CUSTOM CMS WEBSITES →
04A client portal: each client logs in and sees their matter or engagement, where it is up to, documents to upload or sign, and invoices to pay, drawn from LEAP, Actionstep, XPM or Karbon and the ledger. Also new-client and conflict-check screens, and the internal tools a practice manager runs the firm from.
CLIENT PORTALS →
05Fixed-fee services sold online: a will, a conveyancing quote, a company registration or a tax return, priced from the client's answers and paid at checkout, with the matter or job opened in the practice system on payment. Or a store for the precedents, templates and courses a firm sells to other practitioners.
THE ONLINE STORE SHEET →
06One place the firm's figures agree: WIP, lock-up, realisation, fees by practitioner and profit by matter, drawn from the practice system and Xero or MYOB rather than a month-end spreadsheet. A live partner dashboard, and a report that arrives by itself at month end, already reconciled.
DASHBOARDS AND REPORTING →
07The client keyed once. A website enquiry searches the practice system for a conflict and creates the lead in HubSpot; a signed engagement in Practice Ignition or DocuSign opens the matter in LEAP or Actionstep, creates the contact in Xero and files the document; recorded time becomes the invoice, and payment updates the matter.
WORKFLOW AUTOMATION →