A better digital front door
Launch the website now. Shape the connected mobile experience next.
Give prospects and clients a branded place to understand services, take action, and move into the firm's connected workflow.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Brand and content editing
Hosted site previews
Service and contact calls to action
Client-experience design
Search-ready server content
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Choose
Start from a practice-oriented website direction.
Customize
Apply the firm's brand, services, content, and calls to action.
Preview
Review the website and connected client-experience direction.
Launch
Publish the approved website; scope mobile delivery separately.
Straight answers
Know what you are buying—and what remains outside the claim.
Is the website builder implemented?
Yes. Template, editor, and hosted preview surfaces are present in the product.
Is a branded App Store and Play Store app included today?
No general store-ready release is claimed. The combined mobile offer is a preview and must be scoped.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.