About the Onboarding Form – Cirqley

The onboarding form serves multiple critical functions for your law firm's marketing success:

Comprehensive Information Gathering: Collect all necessary details to launch effective marketing campaigns

Proper Access Setup: Establish secure access to your business accounts and platforms

Strategic Understanding: Learn about your firm's unique value propositions and competitive advantages

Tailored Strategy Creation: Develop a comprehensive marketing strategy specific to your firm's goals

Legal Compliance: Ensure all marketing activities meet legal advertising requirements and bar association rules

We cannot complete this form for you due to essential security best practices:

Security Protection: Only you should have access to your business account credentials and sensitive information

Proper Access Delegation: Following correct procedures protects your firm from security breaches and unauthorized access

Audit Trails: These steps ensure proper documentation and accountability for all account access

Data Control: Your sensitive business data remains secure and under your complete control at all times

Professional Standards: Meeting industry best practices for law firm technology and data management

If you don't have access to certain required items, here's how to coordinate:

Identify Responsible Parties: Determine who in your organization has access to specific accounts or information

Add Team Members: Include responsible team members to complete relevant sections of the form

Coordinate with External Parties: Your IT person, web developer, or previous marketing agency may have necessary access

Document Contact Information: Include contact details for anyone who manages your business accounts

Facilitate Coordination:

We can work directly with multiple team members as needed to ensure completion

Section 1: Intro

Section 2: Business Information

Section 3: UVPs and Achievements

Section 4: Your firms Partners

Section 5: Brand Guides

Section 6: Production

Section 7: Website

Section 8: Marketing

Section 9: Search Engine Optimization

Section 10: Digital Ads

Section 11: Social Media

🤔 Questions or Need Help?

💡

If you have any questions while preparing or filling out the form, don't hesitate to send us an email at support@cirqley.com. We're here to help!