What WordPress handles for law firms
Consultation bookings. Booking plugins such as Amelia add services, times and booking forms; choosing a staff member is in its paid tiers.
Matter intake before the first call. A form plugin can collect the basic details before a first appointment; keep sensitive information in a secure system chosen for it, not a website form or email. Identity documents, matter details and financial records are sensitive for your clients. Use the secure client portal or practice system for documents rather than a website form or email attachments, and collect only what the first meeting needs. The OAIC explains which organisations the Privacy Act covers and how it applies to personal information.
Secure document sharing with clients. WP Customer Area shares private files and pages with logged-in clients.
Plain-language guides. Download Monitor manages downloadable files; asking for an email before a download is a paid extension.