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Case study 11 / Advisory and transactional

Connectingconsultationpreparation with the people nearby

A wills, trusts and estates firm in Sioux Falls, South Dakota, 8 staff. Built in 20 working days after content approval, using local contact panel, location selection, location-aware notifications and opening hours.

The client

  • Client typeWills, trusts and estates firm
  • RegionSioux Falls, South Dakota
  • Size8 staff; one locally managed operation
  • Build time20 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

    Descriptions of consultation preparation ignored locations entirely. Which number applied to which area was insider knowledge.

  2. The problem with the old site

    When it comes to consultation preparation, calls arrived at whichever office the directory happened to list first. Staff transferred customers who had done nothing wrong, and the form knew nothing about locations.

  3. What we built

    Local contacts now sit beside the descriptions they serve. The chosen location travels with the inquiry into the staff notification, together with consultation topic, general location and safe contact preference.

  4. The features it used

    • Local contact panel
    • Location selection
    • Location-aware notifications
    • Opening hours
  5. How long it took

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

  6. What changed at the firm

    With consultation preparation, the location stays attached to an inquiry from the first click to the staff reply.

Customers asking about consultation preparation no longer have to guess which of us to call. The site makes that decision obvious.

Miriam LockwoodLitigation assistant, wills, trusts and estates firm, Sioux Falls, South DakotaLocal contact panel, Location selection, Location-aware notifications, Opening hours

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Answers

Questions about this case study

How long did the project for this wills, trusts and estates firm take?

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

Which parts of the site did this work use?

Local contact panel, Location selection, Location-aware notifications, Opening hours. On our plans this sits under office and location pages (every plan) and consultation requests (every plan).

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

No. It describes website and intake work for a wills, trusts and estates firm in Sioux Falls, South Dakota. 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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