OLXR Demo
Preview: · ← Public site ⚙ See the admin panel →

Tier 1 of 3

Foundation tier.

Established credibility - a marketing site built around your firm, content-managed, with the everyday admin tooling to keep it current.

  • Bespoke marketing site - Home, About, Services, Team, Contact, Insights (blog/news), FAQ.
  • Theme-led design - one default theme, calibrated to the firm's identity.
  • Content-managed - edit pages, posts, team, testimonials, FAQs, policies from the admin.
  • Standard contact form with email forwarding to your inbox.
  • Monthly performance report auto-generated and emailed.
  • Privacy / cookie / terms templates kept in sync.
  • OLXR support seat in your admin for hands-on help.

Tier 2 of 3 · everything in Foundation, plus

Growth tier.

Foundation plus the conversion and engagement work that turns visitors into clients.

  • Conversion-focused landing pages - off-nav, single-goal pages designed for campaigns.
  • Custom multi-step forms - new-client onboarding, lead capture flows.
  • Multiple theme variants, including a proper dark mode.
  • Stronger analytics - event tracking, conversion attribution, A/B test scaffolding.
  • Email capture & nurture sequences wired up.
  • Custom integrations - CRM forwarding, Calendly, Mailchimp, etc.
  • Quarterly conversion review with OLXR to refine what's working.

Tier 3 of 3 · everything in Growth, plus

Accelerate tier.

Growth plus bespoke operational software - client portals, internal tooling, custom workflows.

  • Bespoke client portal - document access, matter tracking, case progress for your clients.
  • Staff portal with role-based access - cases, time, matter assignment, internal workflow.
  • User impersonation for support and training, with audit log.
  • Custom workflows - matter intake, document templates, stage-based progression.
  • Audit logging exportable for regulatory inspection.
  • Scheduled internal reporting - whatever data your team needs, when they need it.
  • Bespoke integrations with practice systems (case management, billing, document store).
ⓘ

Demo mode · shown here as a self-service KYC flow, pre-filled with a fictional client. The onboarding is fully customisable - some firms prefer to email-invite clients individually and manage vetting internally. We build it to fit how you actually work. About Accelerate →

A

Apply for portal access.

Five short steps. We use the information you provide to run our regulatory checks and to set up your portal account so that you can track your matters from day one.

  1. 1About you
  2. 2Address & contact
  3. 3Identity & KYC
  4. 4Your matter
  5. 5Account & declaration
About you

Your full legal name as it appears on your photo ID. We need this for our regulatory client identification record.

Address & contact

Where we'll write to and how we'll get hold of you. We'll need a proof-of-address document at the next step.

Current address

Contact details

Identity verification & source of funds

As a regulated legal practice we are required to verify your identity, address, and source of funds before we can act for you. The Isle of Man Law Society and the Financial Services Authority require us to do this on every new client matter.

Photo ID

Upload a photo of your ID

⇪

Drop photo here or click to browse

Disabled in demo. In a live build, the document is uploaded directly to our regulated ID-verification provider, encrypted at rest, and never stored by us in plain form.

Proof of address

Upload the document

⇪

Drop document here or click to browse

Disabled in demo. PDF and image files are accepted in a live build.

Source of funds & occupation

A regulatory requirement: we need to understand the legitimate source of the funds that would pass through your matter. Where funds for a transaction come from a third party - a parent, a business, an existing trust - we'll ask separately about that party.

Politically exposed person (PEP) declaration

What you'd like us to look at

A short description so we can route you to the right advocate before the first conversation. You can change this at the first meeting.

Which area of work

Account & declaration

Set up your portal sign-in details and confirm a short declaration. You'll receive an email confirmation once we've completed our regulatory checks - usually within one to two working days.

Portal sign-in

Sign-in is by email plus two-factor authentication (SMS or authenticator app). You'll set up your second factor on first sign-in once your account is approved.

Communication preferences

Declaration

✓

Thank you, Mr. Cregeen.

Your portal application has been received. On a live Presence build, the firm's intake team would now run conflicts and AML checks - usually completed within one to two working days - and you'd receive an email with sign-in instructions and a two-factor enrolment link.

Catherine Kewley would be in touch directly to arrange the first conversation about your will and the LPAs you've described.

For now, this is just a demonstration of the flow. Back to sign-in →

1 of 5
← Back to sign-in

Demo mode

Action not available in demo

In the live portal, this would open the relevant flow - uploading a document, signing a draft, sending a message, or viewing a document. Andreas Advocates is a fictional firm built to demonstrate the OLXR Presence Accelerate tier: a website with bespoke operational functionality.

Learn about Accelerate

Demo notice

This would link to your social channel.

On a live Presence build, social icons in the footer go directly to the firm's real LinkedIn, Facebook, X, or Instagram. We wire each one up during onboarding so you only manage them on the platforms you actively use.

Talk to OLXR about Presence