Firms and sign-ups
Turn sign-ups into firms, invite owners, check bar numbers, build and launch sites.
Sign-ups
New sign-ups
Turn a sign-up into a firm account. Check the bar number before the site can launch.
| When | Firm | Contact | Plan | Bar | Source | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Firms
Every firm
| Firm | Plan | Status | Onboarding | People | Bar check | Site |
|---|
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.