Websites & AI automation for professional firms
We design and build websites for accountants, attorneys, advisors, agents and consultants, then automate what happens next: a consultation booked from a phone, an intake checklist the client actually finishes, and a clear summary waiting for your team.
Fig. 1, sample interface
A tax organizer, a case review, a discovery call, a quote request, a home valuation, a candidate application. We design the site around the first step your clients take, not around a generic template.
Front door: tax organizerTurn searches for a local tax preparer into booked appointments, and get documents in before the deadline rush.
Space for your firm name, location and license details, worded and approved by you.
Front door: case reviewPractice-area pages that rank locally, and an inquiry form that starts on the right footing.
Advertising disclaimer slots, bar numbers and jurisdiction notes, worded by your counsel.
Front door: discovery callA calm, credible site where a prospect books a discovery call before any long form.
Review and testimonial areas built to follow your compliance policy.
Front door: quote requestQuote requests by line of coverage, with licensing shown for the states you write in.
Name, licensed states and license numbers displayed as your state requires.
Front door: home valuationCatch sellers and buyers while they are curious, then keep the thread going.
Listing feeds connected where your MLS or IDX provider allows it.
Front door: applicationTwo audiences, one site: employers who need people and candidates who want a role.
Candidate and employer submissions kept in separate lists.
Front door: fit callA sharp offer page, a discovery-call calendar and follow-up for people not ready today.
LinkedIn and Google ad landing pages that point to the calendar.
A professional site is a set of small, reliable workflows. Here are four we build, shown as sample interfaces, not real client data.
Consultation booking
A booking calendar that reads your real availability, offers only open slots per service, and confirms on the spot.
Client intake & documents
Instead of an email asking for "everything", the client sees exactly what is needed, uploads from their phone and watches the list shrink. AI reads what came in and tells your team what is still missing.
Client portal
Returning clients sign in with Google and find their next meeting, the documents you shared and your latest message, instead of searching their inbox.
Real estate lead capture
A short, friendly valuation form gathers the address, the basics and the seller's timeline, so the agent calls back with everything in hand. AI drafts the first reply for the agent to approve.
Two core pieces of work, designed together, with the supporting tools a modern practice needs around them.
A fast, mobile-first site that looks as considered as your work, written around your services and the questions clients actually ask.
The follow-through that usually depends on someone remembering. Every step is set up around your rules, and nothing goes to a client without your approval unless you choose otherwise.
Real availability, confirmations and reminders for consultations and intro calls.
Google sign-in so returning clients log in without another password.
Service and location pages with structured data, built to be found on Google and in Maps.
Campaigns and landing pages that send paid traffic straight to the booking calendar.
Microsoft Clarity heatmaps and recordings show where visitors hesitate.
A chat window answered by our team during the hours we cover, so the first question gets a reply.
Compliance-aware, not compliance advice. Regulated professions carry rules on advertising, testimonials, specialization claims and license display, and they differ by state and regulator. We build clear places for disclaimers, license details and review policy; your counsel or compliance officer decides the wording. We never invent credentials or reviews.
Planning sessionThirty minutes on your practice, your clients and what a good inquiry looks like.
You see your site with your services and your wording before committing to anything.
Booking, intake, sign-in, chat, SEO and the AI follow-up wired up and tested on a phone.
Live on your domain, then local SEO and ads when you are ready for them.
Anything else, ask on the intro call or write to saltquill@saltquill.com.
Rules vary by profession and state. We include the usual places for disclaimers, license and bar details and review policies, and you or your counsel approve the wording before launch. We do not give legal or compliance advice.
It reads incoming inquiries and documents, sorts them by service and urgency, writes a short summary for your team, drafts replies and runs reminders. We set it up so drafts wait for your approval unless you decide otherwise.
Forms and accounts store data in a managed database with access controls on. For very sensitive document exchange, we can link to the portal your firm already uses rather than replace it.
Yes. We can embed or link the tools you already use, or provide our own booking calendar and lead list, whichever suits you.
Yes. Pages are built SEO-ready with structured data, and we can run Google, Meta and LinkedIn campaigns that point to a landing page and the booking calendar.
It starts there. Every page is designed and tested at phone width first, with tap-to-call and large buttons.
Book a 30-minute intro. We will talk through your practice and show you what a site for it could look like.
Tell us about your practice and the first step your clients take. We will walk through the website and the automation that fit it, in thirty minutes.