Firms / Site copy
View as clientFirm
Words for their site
Write each piece from what the firm told us (right). Save as you go, then send pieces for the firm to approve. Only approved words go on the site; everything else stays a Draft.
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How this worksRunning firms: sign-ups, invites, bar checks, builds, launches, site copy, and Google Ads.
- Create firm turns a sign-up into a firm account. Then Invite owner, and Mark verified once you’ve checked the bar number on the state bar’s public lookup.
- View as client opens HQ as that firm sees it, read-only. Leaving it brings you back here.
- Build preview and Rebuild update a firm’s site from its latest data, approved words, and reviews. Launch only when the bar number is verified, there are no Draft blocks, and Guardrail is clean.
- Site copy is where you write a firm’s site words from its onboarding answers and send them for approval. Write only from what the firm gave us.
- Google Ads is where you log fixes, propose changes that need the firm’s OK, and post the checkup.
- On the 1st you get the Monthly review refresh email: for each firm, check its Google listing, add the best new reviews in HQ’s Reviews (View as), then rebuild the site.