Sample plan · fictional clientDraft plan for Alder & Finch Estate Planning
A website that books consultations, with an intake that does the paperwork first
New clients book online, answer the family and asset questions at home, and arrive at the first meeting ready to plan. Every matter sits on one private board the partners share.
Your part in this draft
- 1Pick a design3 directions
- 2Mark what matters9 features
- 3Answer two questionsQuick ones
- 4Tap doneWe send the final plan
Everything saves as you tap, separately for Dana and Marcus. Try it: nothing here leaves your browser.
What changes for you
New clients play phone tag to book a consult
They book online in under a minute, on a partner's real calendar
The first meeting is spent gathering basics
The questionnaire is done beforehand, so the meeting is about the plan
Matters live in inboxes and sticky notes
Every matter sits on one board, with what's next and who has it
Pick a direction
Early homepage mockups, desktop and phone. Flip between them and react to each. The favorite gets refined on a private preview link; you can also mix and match.
Quiet confidence
Cream paper, deep evergreen and a classic serif under an arched window. Calm and trustworthy, the way a family's estate plan should feel. Reads well for older clients.
How it works, on a phone
The moments that matter most, drawn the way your customers and team will see them.
Free consult with Dana Alder
9:00 am
10:30 am
1:00 pm
3:30 pm
5:30 pm
Confirm Wed, 3:30 pm
Booking a consult
Clients pick a time on a partner's real calendar. Both get a confirmation and a reminder the day before.
Step 2 of 5 · Family
Tell us about your family
Marital status
Married
Spouse's name
Chris Rivera
Children
2, ages 9 and 12
Save and continue
The intake questionnaire
Short steps that save as the client goes, so they can stop and pick it up later from any device.
Matters
Rivera family trust
DraftingDrafting · Dana · due Fri
Okafor will update
ReviewWaiting on client edits · Marcus
Lee estate plan
SigningSigning Thu 2 pm
Patel consult
NewQuestionnaire finished
The partners' matter board
Private to the firm. Every matter shows its stage, who has it and what's next.
What matters most to you?
Mark each piece Must have or Skip for now. The final plan is built around your must-haves; skipped items aren't lost, just set aside.
Website
Core pages
Home, services, attorney bios, how it works, FAQ
Plain-English guides
Wills vs. trusts, what probate is, planning for parents
Spanish version
The key pages and the questionnaire in Spanish
Booking and intake
Online consult booking
On each partner's calendar, with reminders
Intake questionnaire
Family, assets and goals, saved as they go
What-to-bring checklist
Built from their answers and emailed before the meeting
Behind the scenes
Matter board
Stages from consult to complete, with notes and due dates
Email alerts
New consult, questionnaire finished, weekly summary
Staff logins
Limited access for a paralegal or assistant
How we get there
We do the building. Here's everything you're needed for, start to finish.
- 01
Approve and pick a design
Building starts the same day.
Your part: One email
- 02
We build on a private preview
Site, booking, intake and board, all connected.
Your part: Nothing. Peek anytime
- 03
Review the drafts
We write every page; you correct what's off.
Your part: One pass in the editor
- 04
Setup call
Accounts move into the firm's name and calendars connect.
Your part: One call, together
- 05
Launch
Live on your domain, listed on Google and legal directories.
Your part: Final OK
- 06
Training
A walkthrough and a short written guide. Our access is removed.
Your part: One walkthrough
Good to know
Rules we build around for law firm websites
Research to support your own review, not legal advice. You approve everything that goes live.
Attorney advertising rules
- Why it matters
- No misleading claims or guarantees, plus the state's required disclaimers
- How the build handles it
- A locked disclaimer in the footer and on the booking page
Testimonials and reviews
- Why it matters
- Many state bars restrict how client testimonials appear
- How the build handles it
- A hidden section that turns on only once the partners approve wording
Confidentiality
- Why it matters
- Questionnaire answers are sensitive client information
- How the build handles it
- Encrypted, stored only in the admin, never sent by email
No attorney-client relationship
- Why it matters
- Visitors shouldn't assume a form makes them a client
- How the build handles it
- Clear notice on the questionnaire and contact form
Accessibility
- Why it matters
- ADA claims against professional websites are common
- How the build handles it
- Built to WCAG 2.2 AA with an accessibility statement
| Rule | Why it matters | How the build handles it |
|---|---|---|
| Attorney advertising rules | No misleading claims or guarantees, plus the state's required disclaimers | A locked disclaimer in the footer and on the booking page |
| Testimonials and reviews | Many state bars restrict how client testimonials appear | A hidden section that turns on only once the partners approve wording |
| Confidentiality | Questionnaire answers are sensitive client information | Encrypted, stored only in the admin, never sent by email |
| No attorney-client relationship | Visitors shouldn't assume a form makes them a client | Clear notice on the questionnaire and contact form |
| Accessibility | ADA claims against professional websites are common | Built to WCAG 2.2 AA with an accessibility statement |
What you'll pay providers each month
Every account is in your name and you pay providers directly. Estimates of provider charges, not our fees.
Domain
- Est. cost
- ~$20/yr
- Notes
- The firm likely owns one already
Hosting
- Est. cost
- $20/mo
- Notes
- A business plan on Vercel
Database and email sending
- Est. cost
- $0 to start
- Notes
- Free tiers cover expected volume
Calendar and booking
- Est. cost
- $0
- Notes
- Built in, using the partners' existing calendars
| Account | Est. cost | Notes |
|---|---|---|
| Domain | ~$20/yr | The firm likely owns one already |
| Hosting | $20/mo | A business plan on Vercel |
| Database and email sending | $0 to start | Free tiers cover expected volume |
| Calendar and booking | $0 | Built in, using the partners' existing calendars |
Who owns what
You do. The domain, hosting, code, data and every login are in your name from the setup call on. When we hand off, our access is removed and everything keeps running without us.
Where do most new clients come from today?
Anything on the current site that has to carry over?
Ideas for later
Not part of this plan and not priced. Just tell us which sound useful, and we'll revisit them once things are running.
Intake summary drafts
A one-page family and asset summary from each questionnaire, reviewed by a partner before use
Signing-day reminders
Reminders and a checklist before signing, then a funding checklist after
Annual check-ins
A yearly email asking whether anything has changed: births, moves, new property
Workshop sign-ups
Event pages and registration for community estate planning workshops
All set?
On a real plan, this is where you’d let us know you’re finished. Within a few days you’d get the final plan, opening with a short “you said, so we changed” summary.
On a real plan, this lets Corey know you're finished.
What MAC Endeavors sees
Live, only in your browserNothing yet. Tap Love it or Not for me on anything above, or leave a note, and it shows up here the moment it saves.