Short summary: Update firm name, tagline, office location, phone, email, WhatsApp, and public business details.
Why this matters
Firm details appear across your homepage, contact areas, footer, WhatsApp routes, and sometimes search snippets. Incorrect details can cause missed enquiries or make the firm look careless.
Founder insight
- Small operational details shape trust. A wrong contact route, unclear setting, or incomplete support request can slow down an otherwise simple fix.
- The strongest setup habits are calm and specific: check the right screen, make one change, preview the result, and escalate with enough context when support is needed.
Step-by-step guidance
- Open the firm details or contact details section.
- Check firm name, tagline, phone, WhatsApp, email, city, state, and office address.
- Use the same public name your clients and professional contacts know.
- Save changes and preview the homepage and contact section.
- Tell support if ownership, billing contact, or domain records also need to change.
Screenshot Needed
Screenshot needed: Dashboard -> Contact Details page
Caption: Dashboard -> Contact Details page
What you’re looking at: The dashboard or website area connected to this guide.
Why it matters: show the exact screen this guide refers to before the lawyer takes action.
Location: Dashboard -> Contact Details page
Purpose: show the exact screen this guide refers to before the lawyer takes action.
Best practices
- Use the sidebar to open the exact section you want to update before editing.
- Save one dashboard section at a time so it is clear which change affected the website.
- Keep public contact details aligned across firm details, WhatsApp, email, and footer areas.
Common mistakes
- Editing a setting because it is visible without understanding where it appears publicly.
- Leaving old phone, email, address, or WhatsApp details in one section after updating another.
- Ignoring a locked dashboard setting that requires support or account verification.
Related guides
Success signals to watch
- Trust: the page feels accurate, professional, and consistent with the firm’s public identity.
- Clarity: a visitor can understand the next step without needing legal or technical knowledge.
- Contact readiness: phone, email, WhatsApp, and support paths are current and easy to test.
Next recommended step
After firm details are correct, review your practice areas for clarity.
Dashboard actions
Use these shortcuts when you are ready to apply the guide inside your BrandYou234 workspace.