The request was a website redesign. The problem was that enquiries were arriving and nothing was reliably picking them up.
What the client was dealing with
A California-based solo attorney asked for a redesign and CRM support. Solo practices often ask for a new website when the actual failure is downstream: the enquiry arrives, sits in an inbox, and the prospect retains someone else.
The website and the case management system were operating independently. Nothing connected an enquiry to a matter without manual re-entry, and manual re-entry does not happen reliably in a practice with one attorney.
| Clio's 2026 data shows 71% of solo practitioners and 75% of small firms now use AI, while fewer than 33% report meaningful revenue gains from it. Efficiency gains do not convert into revenue unless the intake path they feed is actually connected. Clio, Legal Trends for Solo and Small Law Firms, 2026. |
How the engagement ran
01 Discover
Ran a discovery call before any design work to establish the commercial purpose of the redesign and where enquiries were currently being lost.
02 Diagnose
The design was not the binding constraint. The disconnect between enquiry capture and matter intake was.
03 Design
Specified one path from first contact to matter, with the website forms mapped directly to the fields Clio expected.
04 Deliver
Built the site and integrated it with Clio so intake flowed into the system the practice already used.
05 Develop
Documented the intake process and set the response expectations the practice could actually meet single-handed.
06 Demonstrate
Reported on response time and consultation rate rather than traffic, because those are the numbers that decide whether a solo practice grows.
Engagement detail
| Field | Detail |
| Sector | Law Firm · California solo practice |
| Market | California, United States |
| Duration | Six months |
| Services | Website design and build, Clio integration, intake process design |
| Systems | Clio Grow, Clio Manage |
| Handover | Practice operating the intake process independently |
A redesign will not fix an intake gap
If enquiries arrive and nothing catches them, the website is not the constraint.
Client anonymised at the client's request.
Related service: If your website is the bottleneck, see how we approach website design and development.
Frequently asked questions
Why did the solo attorney’s website need CRM integration?
Enquiries arrived and sat unprocessed because the website and case management system worked separately, and manual re-entry did not happen reliably in a one-attorney practice.
How was the website connected to Clio?
The website forms were mapped directly to the fields Clio expected, so intake flowed from first contact into the system the practice already used.
What should a solo practice measure after a redesign?
Response time and consultation rate rather than traffic, because those decide whether the practice grows.
