Helm

View at www.meethelm.com >

This site was designed by Synchronicity Web Designs and was a PSD to custom responsive Concrete5 theme, using the Bulma framework.

This site is closely integrated with Clio Legal Case & Practice Management Software.  When users register for the site a matching user record is created in Clio, as well as syncing the profile information provided on the site to keep the attorney records up to date.

Under the My Account section of the site after the user has signed-up they can complete their registration by signing the legal agreement, using Docusign, and fill out their planning information.

After the user has completed their registration they can schedule a consultation with an attorney using the Calendly integration.

There is also a document management section to the My Account area which lets the attorney and user communicate documents and messages back and forth as they work through the users legal document needs.