Useful first inquiries
Ask for contact details and the type of help someone needs, so your office can decide how to respond. Keep the first form short.
Websites for accountants, attorneys & consultants
Help the right clients choose your firm.
Even a personal referral may check your website before calling. We build sites for small firms that explain what you do, introduce the people behind the work, and make it easy to ask for a first conversation.
Help prospective clients decide
Make the fit clear before the first call.
Someone looking for an accountant or attorney wants to know whether you handle their situation. If your website leaves that unclear, they may contact another firm. Give them useful answers and a straightforward way to reach you.
01
Services in plain language
Tax preparation, estate planning, business advice: explain what you handle and who you help, without making visitors know the terminology.
02
The people behind the firm
Introduce the accountant, attorney, or adviser a client will actually work with. A small team can be a reason to choose you.
03
Experience that matters
Show your qualifications, areas of focus, and relevant experience so clients can understand why your firm may be right for them.
04
Where and how you work
Make your office location, service area, hours, and any remote meeting options easy to find before someone calls.
05
A clear first step
Explain how to ask about working together, what the first conversation covers, and any consultation fee that applies.
06
Fewer routine questions
Answer the questions your office hears repeatedly, from which services you offer to what someone should bring to a first meeting.
From website visit to first conversation
Make an inquiry worth your time.
A small office doesn’t need more calls about services it doesn’t offer. Help visitors understand whether you can help, then collect enough information to arrange the right next step.
01
Find the right service
Explain the work you take on and who it's for, so visitors can check whether your firm is a fit.
02
Send a short inquiry
Ask for a name, contact details, and the type of help needed. Detailed documents can follow through your usual process.
03
Arrange a conversation
Let your team review the request and respond, or connect a booking tool if you offer direct scheduling.
Practical help for a small office
Less back-and-forth for your team.
Your website can answer routine questions and direct people to the right place while you're working with clients. We connect the tools that fit your firm and agree on what needs regular upkeep.
Consultation requests
Connect your scheduling tool or let visitors request a call. Use the approach that fits how your firm reviews new inquiries.
Your existing client portal
Give current clients an easy-to-find link to the portal they already use for documents and account information.
Local search
Clearly describe your services and location so nearby people can understand what your firm offers when they find you online.
Firm updates
Keep service changes, staff profiles, and office hours current, with an agreed process and clear costs for updates.
Helpful resources
Publish your checklists, FAQs, or articles to answer common questions. Your firm reviews the content before it goes live.
Start with your firm
Give your firm a website you’re happy to send people to.
Tell us who you work with, which services you want inquiries about, and what your current site isn't doing for you. We'll agree on the work and price before we start.