The Right Way to Handle File Uploads

File uploads are where WordPress form plugins tend to fall apart. Not because uploading a file is technically hard. But because the moment you need a client to upload multiple documents — a signed contract, a proof of identity, a financial statement — the gaps in traditional form plugins become visible very quickly. Files end … Read more

How to Build a Client Document Portal

Your client needs a professional way to collect documents. Right now, they’re doing it by email — a thread with seventeen attachments, three of which are the wrong version, and no clear record of what was actually received. You could build something better. A structured, multi-step intake portal on their existing WordPress site. No external … Read more

From Email Chaos to Structured Intake

There is a process that happens in almost every law firm, accounting practice, and HR department that is both universal and universally terrible: collecting documents from clients by email. The client sends an email. The attachment is the wrong file. You reply asking for the correct one. They send a new email — now there … Read more