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Triple Digital Onboarding

Triple Digital Onboarding Form

Newsletter

Triple Digital Onboarding Information

Please note the following does not cover everything but provides us the initial tools to begin a successful relationship.

We look forward to working with your team!

Company Information

What is the legal name of your company?

Are you Board Certified?

Yes

No

What is your Bar License Number?

What is your EIN Number?

Please send a copy of your bar license to lmclain@tripledigital.com .

What is your business type?

What is the Firm's Email Address?

Current Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

To ensure accurate and up-to-date information is available for our clients, we offer address change updates for your website, online directories, Google Maps, and Local Services Ads (LSAs).

Please be advised that Google's enhanced security measures may necessitate the submission of supporting documentation to verify address changes. This may result in temporary interruptions to certain Google services while the address update is being processed.

Previous Office Address(s)

Office Hours

Main Incoming Telephone Number

Fax Number

Do you have any other websites? If so, list them below. (separate by comma)

Date the firm opened

What are the total number of years of legal experience within the firm?

Contact Information

Owner First Name

Owner Last Name

Owner Email Address

Owner Cell Phone Number

List all email addresses where leads should be sent. (separate with comma)

During the onboarding meeting we will send an email requesting permission to forward reports to these emails automatically. Please look for a subject of "(Triple Digital Forwarding Confirmation - Receive Mail from jmappus@tripledigital.com".

Domain Name Information

Where did you purchase your website's domain name (i.e, GoDaddy, Blue Host, etc.)?

Username or account number.

Password

PIN (if applicable)

If you do not know how to login to your domain registrar, please provide us with contact information for the person who does. (Name, Phone and Email Address)

Website Information

Is your website built with WordPress?

Yes

No

Other

If Other, list here.

WordPress Admin Username to login

WordPress Admin Password to login

Are there any staff that needs to be updated on the new site that is not on the existing site?

To complete the Google Local Service Ads verification process, please email a copy of your Insurance dec sheet; the year the firm was established; and your Bar # to accounts@tripledigital.com

Branding & Design

Please provide your brand colors - eg RGB and/or examples from letterhead or another website.

Any words we should exclude from your copy?

For SEO, our team recommends incorporating various versions of your firm name; please confirm that you are alright with this strategy or if you would like to adhere to branding guidelines.

Ok with strategy

Adhere to branding guidelines

If you would like to adher to branding guidelines, please provide how you would like your firm name to appear in the copy.

Do you have additional content for a Community section and/or an In the News section?

Yes

No

Please provide list of content:

Intake, Chat & Case Management

How are incoming calls handled by your company (rollover, after-hours only, etc.)?

What is the name of your intake company if you have one?

Do you use live chat on your website?

Yes

No

If YES to chat, which chat company do you use?

Which case management system do you use, if any?

Would you like your leads to be integrated with your CRM?

Yes

No

If yes, please provide your CRM name, login and contact.

How many digital leads do you receive per month?

How many overall digital contacts do you receive per month?

How many digitally-sourced cases do you sign per month?

Social Media Information

Facebook:

Facebook Profile Page

Facebook Profile Username

Facebook Profile Password

LinkedIn:

LinkedIn Profile Page

LinkedIn Profile Username

LinkedIn Profile Password

Instagram:

Instagram Profile Page

Instagram Profile Username

Instagram Profile Password

Twitter:

Twitter Profile Page

Twitter Profile Username

Twitter Profile Password

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Contact Details

Phone: 833-Triple-D
Email: info@tripledigital.com

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