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Triple Digital Onboarding

Triple Digital Onboarding Form

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?

Please note that your billing may reflect ABC Online in addition to Triple Digital.

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.

Google may ask for additional information for you Google Business Profile(s). This information assists with verification of the profile. Please provide copies of the documents below:

Business license: Please note this should feature the name and address of your firm exactly as it will appear on your Google Business Profile
Secretary of State entry: Provide either a link to your official record or a screenshot of it alongside the search URL.
Utility bills: These should match the business name.
Alternative utility proof: If utilities are included in your rent, please provide a cell phone bill in your business name instead, but ensure it is in the exact Google Business Profile name, not a personal name or parent company name.
DBA/fictitious name:
Third-party proof: Additional supporting evidence from organizations like the Better Business Bureau or the Chamber of Commerce that can prove your business’s existence.

Please send copies to lmclain@tripledigital.com .

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 and Hosting Access

Where is the domain registered? (GoDaddy, Namecheap, etc.)

Who do you want to make the needed domain registration changes?

Registration Login

Registration 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)

Where is your website currently hosted?

Can we get cPanel/FTP/SFTP credentials?

cPanel/FTP/SFTP Login

cPanel/FTP/SFTP Password

Current Website Status

What platform is currently being used?

Did a previous agency build it?

Yes

No

Do they still have access?

Yes

No

Is your website built with WordPress?

Yes

No

Other

If Other, list here.

Do they have WordPress admin, hosting, and registrar logins?

Yes

No

Can the previous agency provide a full handoff of credentials?

Yes

No

WordPress Admin Username to login

WordPress Admin Password to login

Does the previous agency have a recent backup of the site and database?

Yes

No

Does the previous agency have any documentation on customizations or integrations?

Yes

No

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

Any tools connected to the current site? (CRMs, payment processors, booking systems)

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

Email Configuration

Critical to ensure MX records aren't disrupted during domain/DNS changes

Where is your email hosted? (Google Workspace, Microsoft 365, domain registrar, hosting provider)

Are emails going through the domain registrar or a separate email service?

How many email addresses need to be maintained?

DNS & Technical

Where are DNS records managed? (Often at registrar, sometimes at hosting)

Do you have SSL?

Yes

No

Where is it managed?

Are they using custom nameservers or registrar defaults?

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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