Help

Help center

How HQ works

Plain-English guides for every page. Search, or pick a topic below.

Guide

Home

Your starting point: how close you are to launch, your newest leads, and your support requests.

How to use it

  1. The bar at the top shows your launch progress. Press Continue onboarding to pick up where you left off.
  2. Once your site preview is ready, the Your website card lets you open the preview and review its words.
  3. When onboarding is done and you are happy with the preview, an owner or an admin presses Request launch.
  4. Latest leads and Your requests show the newest few. Open Leads or More for your firm to see them all.

What happens next: Request launch tells our team you are ready. We launch once your bar number is checked, every Draft block is filled, and Guardrail finds nothing that must be fixed.

Common questions

Why can’t I press Request launch?

Only an owner or an admin can, and only after onboarding is complete and the preview is built.

Go to Home

Guide

Signing in and two-step login

How to get into HQ, and what to do if your phone changes.

How to use it

  1. Enter your work email. We email you a one-time code (or a link). There is no password to remember.
  2. The first time, scan the QR code with an authenticator app such as Google Authenticator, Microsoft Authenticator, or 1Password.
  3. After that, each sign-in asks for the 6-digit code your authenticator app shows for AttorneyLogic.

Common questions

I got a new phone or lost my authenticator app.

Email [email protected] from your work email. We confirm it’s you, then reset your two-step login so you can set it up again.

The email code never came.

Check spam and promotions, then ask for a new code. Codes expire after a short time, so use the newest one.

Can a coworker use my login?

No. Invite them on the Team page so they get their own login. Shared logins break the record of who did what.

Guide

Onboarding

Everything we need to build your site, in eight steps you can do in any order.

On your website: Your phone, email, address, hours, practice areas, cities, logo, colors, photos, and attorney profiles all appear on your website.

How to use it

  1. Firm basics: how clients reach you, your hours, practice areas (one per line), and the cities you serve.
  2. Brand: upload the largest logo file you have and pick your colors. Not sure about colors? Leave them and we match your logo.
  3. Photos and video: attorneys, your office, your team. Aim for at least ten. No client photos or case documents, please.
  4. Attorneys: one profile each, with a title and a short bio. Guardrail checks the bio as you type.
  5. Your voice: three sliders and a few words that tell us how your writing should sound, plus questions clients ask you most.
  6. Fees and pricing: one line per fee, for example a free consultation. Guardrail checks each line.
  7. Access: invite us to your old website, domain, or Google accounts. For a login that can only be shared as a password, use the Vault.
  8. Review and submit opens when the other seven steps are done. Press Submit for build.

What happens next: Everything saves as you go, and the progress bar updates. After you submit, we write your site’s words and send them to the Your site page for your approval. Once your site is built, changes you make here reach it when you press Update my site now on the Your site page.

Common questions

Is the Vault safe?

Each entry is encrypted and never shown again. Only your launch team can open it, every view is logged in Activity, and it is deleted 30 days after launch.

Can I change something after I submit?

Yes. Edit the step and save, or send us a request from More for your firm.

Go to Onboarding

Guide

Your site: editing and publishing

Edit your website’s writing and photos, publish when you’re ready, and go back to an earlier version of any writing anytime.

On your website: Everything on this page is the writing on your website: the homepage, your story, each practice area page, and the legal pages.

How to use it

  1. Find the part you want to change under Your pages and press Edit.
  2. Type your changes. Guardrail checks the words as you type, and the preview shows how it will look.
  3. Press Save edit. Your site doesn’t change yet. The card shows “Edited, not published.”
  4. When you’re done, an owner or an admin presses Publish at the top. Your site updates in about two minutes.
  5. Changed your mind? Press Earlier versions on any card, then Restore this version.
  6. Words our team writes for you appear under Waiting for your review. Approve them, ask for changes, or edit them yourself.
  7. Under Your logo and photos, every image shows where it’s used. Replace swaps it everywhere it’s used. Delete asks first and tells you what it will remove. Use as logo marks which file is your logo.
  8. Attorney photo changes reach your site when you press Publish. Phone, hours, attorneys, and fees live in Onboarding. Change them there, then press Update my site now here.

What happens next: Publishing keeps every version word for word, with who published it and when, and lists it in Activity. Only owners and admins can publish or restore. Staff can edit and save.

Common questions

I saved an edit but my site hasn’t changed.

Saving keeps your edit here. Press Publish at the top to put it on your site. Your site then updates in about two minutes.

Guardrail won’t let me save.

A word marked Must fix breaks the bar’s advertising rules, such as a promise of results. Use the suggestion beside it, then save.

I made a mistake after publishing.

Open Earlier versions on that card and press Restore this version. The earlier words go back on your site in about two minutes.

Why isn’t my logo on my site?

Your site’s design spells out your firm’s name in its own lettering. If you’d like your logo file in the header instead, ask us from More for your firm and we’ll fit it to your design.

Can I get a deleted photo back?

No. Deleting removes the file for good, so keep your own copy of anything you may want again.

Can I add a new page or a blog post?

Not here yet. Ask us from More for your firm and we’ll add it.

What does Draft block mean?

A part of your site we are still writing with you. It is clearly marked on the preview and never shown to the public.

Go to Your site

Guide

Guardrail and the bar rules

Guardrail checks your site’s words against lawyer advertising rules, so nothing risky slips through.

How to use it

  1. As you type in HQ (attorney bios, fees, reviews), Guardrail flags words that need care.
  2. Must fix words, such as promises of results, can’t be saved onto your site at all.
  3. Worth a look notes are for you to decide. Keep the words or change them.
  4. Every day Guardrail also reads your live site and lists anything it finds on the Your site page.

What happens next: A finding clears on the next daily check once the words are gone. Tell us and we’ll make the change for your approval.

Common questions

Is Guardrail legal advice?

No. It is a review aid. It never changes your site on its own, and you decide what to do. Your own bar’s rules always come first.

Why was a word like “best” or “guarantee” blocked?

Most state bars don’t allow claims a lawyer can’t prove, or promises about results. Guardrail suggests other wording you can use instead.

Guide

Reviews

Your live Google rating and the client reviews your website shows. Our team keeps the reviews current for you.

On your website: The reviews section of your website: your Google rating and review count, then the reviews themselves, with “Past results do not guarantee a similar outcome” beneath.

How to use it

  1. Link your Google listing once: type your firm name and city, press Find, then press This is us on your listing.
  2. That’s it. Each month our team adds your best new Google reviews. You don’t have to do anything.
  3. Want to add one yourself? Paste it under Add a review, enter the client’s name as it should appear, and tick the box confirming it is public or the client agreed.
  4. To bring in many at once, download your Google Business Profile from Google Takeout and upload the file. Tick the ones to show.
  5. Edit or remove any review in the On your site list.

What happens next: Your Google rating updates on its own. Added or removed reviews reach your website when you press Update my site now on the Your site page, or with our next monthly update.

Common questions

Why don’t all my Google reviews appear automatically?

Google doesn’t allow websites to copy and keep its reviews. We show your live rating straight from Google, and our team picks your best reviews each month and adds them with Guardrail’s check.

A review was blocked by Guardrail.

It contains words the bar rules don’t allow, such as a promise of results. Choose another review, or ask the client whether they would reword it.

The rating disappeared for a while.

Each site has a monthly limit on rating lookups to keep costs fair. If a very busy month reaches it, the rating returns on the 1st. Your reviews still show.

Who can change reviews?

An owner or an admin, and our team.

Go to Reviews

Guide

Leads

Every call, form, and chat from your website, in one list.

How to use it

  1. Each row shows when the lead came in, who it is, what it’s about, and where they found you.
  2. Use All, New, Booked, and Signed to filter the list.
  3. Change a lead’s status as you work it: New, Contacted, Booked, Signed, or Not a fit.
  4. Press Download all (CSV) for a spreadsheet of every lead.

What happens next: Status changes save right away. Marking leads as booked or signed lets your monthly report show which sources bring signed clients.

Common questions

Where do new-lead emails go?

To everyone who turned on lead emails on the Team page, plus up to 3 extra addresses. The written message stays here, never in email.

What does “held” mean?

If a payment fails, new leads are held after 3 days until it’s paid. Your website stays live. The moment you pay, every held lead is delivered.

Go to Leads

Guide

Reports

Your monthly lead report: how many leads, where they came from, and how that compares with the month before.

How to use it

  1. Each month’s report is ready on the 1st.
  2. Pick a month from the menu at the top.
  3. Press Save as PDF to keep or share a one-page copy.

Common questions

Why does a source say “Direct visit”?

The visitor typed your address or used a bookmark, so there was no website or ad to credit.

How do I see signed clients in the report?

Mark leads as Booked or Signed on the Leads page. The next report counts them.

Go to Reports

Guide

Google Ads (Advocate)

Connect your Google Ads account so we can check it, set it up right, and watch it every day.

How to use it

  1. Find your customer ID at the top right of Google Ads, next to your account name.
  2. Enter it, set the most you ever want spent in a month, tick the sharing box, and press Save and request access.
  3. Accept our manager request inside Google Ads when it arrives.
  4. We post a checkup here. After that, anything that spends money or changes bidding shows under Waiting for your OK. Press Approve or Decline.
  5. Every change, big or small, is listed in the Change log.

What happens next: You keep the account and the billing on your own card. Small, reversible fixes we make on our own and log. Anything over your monthly limit is refused.

Common questions

Can I remove you later?

Yes, at any time, inside Google Ads under Access and security.

Who can approve changes?

An owner or an admin.

Go to Google Ads

Guide

Team and lead emails

Who can use HQ, what each person can do, and who hears about new leads.

How to use it

  1. An owner or an admin invites a teammate with their email and picks what they can do: Viewer (look only), Staff (edit the site and onboarding), Admin (everything except removing owners), or Owner (everything, including billing).
  2. Change a role or remove someone from the list. Your firm always keeps at least one owner.
  3. Turn on Email me new leads to get each new lead by email.
  4. Add up to 3 more addresses, such as a front desk or intake inbox, for people who don’t need a login.

What happens next: Invites arrive by email. Each person signs in with their own email and two-step login.

Common questions

Someone left the firm.

Remove them here right away. Their access ends at once.

Why don’t lead emails include the message?

Messages can hold private case details, so they stay inside HQ behind two-step login.

Go to Team

Guide

Activity

A permanent record of every important change: what happened, when, and who did it.

How to use it

  1. Scroll the list, newest first.
  2. Press Download the record (CSV) to keep a copy.

Common questions

Can an entry be edited or deleted?

No. Nobody can, including us. That is what makes it a record you can rely on, for example if the bar ever asks.

Go to Activity

Guide

Support and add-ons

Ask us for help, follow your requests, and add services to your plan.

How to use it

  1. Pick what it’s about, describe it, and press Send to support. Please leave out client names and case details.
  2. Your requests and their status are listed underneath. Our answer comes to your email.
  3. To add a service, press Ask about it on its card. Nothing is charged until you approve a price.
Go to More for your firm

Guide

Billing

Your plan, your payment status, and a link to manage payments.

How to use it

  1. Press Manage payment and invoices to open Stripe, our payment processor.
  2. There you can change your card or bank account, turn autopay on or off, pay or download invoices, and cancel.
  3. To change plans, send a request from More for your firm.

What happens next: Card and bank details go straight to Stripe and never reach us.

Common questions

A payment failed. What happens?

You get an email and a banner here. After 3 days new leads are held and most of HQ locks, but your website stays live. Pay the open invoice and everything unlocks within about a minute, with every held lead delivered.

Who can manage billing?

An owner or an admin.

Go to Billing

Still stuck?

Ask a person

Send us a message, or email [email protected]. A person on our team answers by email. Please leave out client names and case details.

Send us a messageEmail us