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Case study 16 / Advisory and transactional

A grown-up way tochange theconsultation preparation page

A estate planning and probate practice in Naperville, Illinois, 8 staff. Built in 25 working days after content approval, using structured change request, named approver, before-and-after preview and publication check.

The client

  • Client typeEstate planning and probate practice
  • RegionNaperville, Illinois
  • Size8 staff; one locally managed operation
  • Build time25 working days
  • Practice areaEstate planning firms

Named by type and region only. No firm name, logo or domain is published.

  1. Where the firm started

    Edit requests for consultation preparation content arrived without the text they referred to. Interpretation filled the gap, sometimes wrongly.

  2. The problem with the old site

    For consultation preparation, publishers guessed at intent; approvers signed off wording they had not properly seen. Errors slipped through a process with no shared reference point.

  3. What we built

    A short request format now records page, current wording, proposed wording and approver. Changes touching consultation steps and public attorney credentials clear the same review before going live.

  4. The features it used

    • Structured change request
    • Named approver
    • Before-and-after preview
    • Publication check

    Where this lives in a GetLawyerWebsite plan:

  5. How long it took

    25 working days after content approval, including staff review and handover.

  6. What changed at the firm

    Day to day with consultation preparation, both parties review the same explicit version of a change. Routine updates are checked against an approved request rather than reconstructed from a chain of clarifying messages.

I see precisely what will change on the consultation preparation page before it does. The informality has been replaced with a record.

Joanna YardleyManaging partner, estate planning and probate practice, Naperville, IllinoisStructured change request, Named approver, Before-and-after preview, Publication check

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Answers

Questions about this case study

How long did the project for this estate planning and probate practice take?

25 working days after content approval, including staff review and handover.

Which parts of the site did this work use?

Structured change request, Named approver, Before-and-after preview, Publication check. On our plans this sits under weekly detail updates (every plan).

Does this case study describe a legal matter or its outcome?

No. It describes website and intake work for a estate planning and probate practice in Naperville, Illinois. GetLawyerWebsite is not a law firm, attorney or legal service provider, and nothing here is legal advice or a statement about any legal result.

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