Client Desk | Hartwell & Voss PLLC (Demo)

Your Client Desk

What can we handle for you?

Pick a task. Structured questions make sure nothing important gets missed — and your request lands with the right person, not a general inbox.

Start Your Intake

New to the firm? Tell us what happened — who's involved, what's urgent, and what you need.

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Book a Consultation

Pick your attorney and propose a time. We confirm within one business day.

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Submit Documents

Send case files, contracts, and records over an encrypted connection — straight to your matter team.

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Will & Estate Questionnaire

Start a simple will or estate plan — answer the questions attorneys always ask first, on your own time.

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LLC Formation Request

Forming a company? Give us the essentials and we'll prepare the formation documents and filing.

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Message Your Attorney

Existing clients: send a confidential message tied to your matter — no voicemail roulette.

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Start Your Intake

The more specific you can be, the faster we can tell you whether and how we can help.

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Your full name *

Best phone number *

Email *

How did you hear about us?

What type of matter is this? *

What happened? Tell us the story. *

When did the key events happen? *

Any deadline, court date, or notice?

Who is on the other side? (person or company)

Submitting this form does not create an attorney–client relationship, and we may be unable to take your matter. Please don't include highly sensitive details until we confirm we can represent you. Your submission travels over an encrypted connection and is reviewed only by our intake team.

Book a Consultation

Propose a time that works for you. We'll confirm availability within one business day.

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Who would you like to meet with? *

Margaret HartwellManaging Partner — Estate Planning & Probate Daniel VossPartner — Business, Real Estate & Landlord–Tenant First availableWe'll match your matter to the right attorney

Your full name *

Phone *

Email *

New or existing client? *

Proposed day *

Proposed time *

What would you like to discuss? *

Booking a consultation does not create an attorney–client relationship. Consultation fees, if any, are confirmed before your appointment.

Submit Documents

Files transfer over an encrypted connection and go only to your matter team.

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Your full name *

Matter / reference number

Email *

Phone *

Document type *

Upload file *

Notes for your attorney

Max 8 MB per upload here. For larger files or many documents, ask us and we'll send a dedicated secure upload link for your matter.

Will & Estate Questionnaire

These are the questions every estate attorney asks first — answering them now can save you a full meeting.

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Your full name *

Date of birth *

Email *

Phone *

Marital status *

Children (names & ages, or "none")

What do you need? *

Who should inherit, and roughly what do you own? *

Executor (who carries out your wishes)?

Guardian for minor children, if any

This questionnaire starts the conversation — nothing is final until you review it with your attorney. No attorney–client relationship is created by submitting.

LLC Formation Request

Give us the essentials and we'll prepare your formation documents and filing.

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Your full name *

Email *

Phone *

State of formation *

Proposed company name *

Backup name

What will the business do? *

Owners (names + ownership %) *

Managed by owners or a manager?

Need an operating agreement?

We'll confirm scope and a flat fee before any work begins. No attorney–client relationship is created by submitting.

Message Your Attorney

For existing clients. Your message goes directly to your matter team — with your file, not a general inbox.

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Your attorney *

Margaret HartwellEstate Planning & Probate Daniel VossBusiness, Real Estate & Landlord–Tenant

Your full name *

Matter / reference number

Email *

Is this urgent?

Your message *

Sent over an encrypted connection to your matter team. For emergencies or same-day court deadlines, always call the office as well.

Track My Matter

Enter your matter reference and email to see current status.

Matter / reference number *

Email on file *

Estate Plan — Hartwell

IN PROGRESS

Intake & conflict checkCompleted · Jun 30, 2026

Initial consultationCompleted · Jul 7, 2026

Draft will & powers of attorney preparedCompleted · Jul 14, 2026

Your review — awaiting your commentsIn progress · sent to you Jul 15, 2026

Signing appointmentScheduled after your review

Executed originals deliveredFinal step

Demo data — in a live deployment this timeline is pulled per-matter from the firm's system.

Skip the phone tag.

Already a client?

Message your attorney

Track my matter

Court deadline today?

Your Client Desk

Start Your Intake

Book a Consultation

Submit Documents

Will & Estate Questionnaire

LLC Formation Request

Message Your Attorney

Start Your Intake

Book a Consultation

Submit Documents

Will & Estate Questionnaire

LLC Formation Request

Message Your Attorney

Track My Matter

Estate Plan — Hartwell

Request received