Professional Information Website Checklist
Workmates Technologies
For professional firms preparing a website brief. Use the general questions below, then obtain the appropriate profession-specific review. This resource does not certify compliance or replace current professional guidance.

 Clear, accurate information

- [ ] Name, contact details and approved professional particulars are accurate.
- [ ] Descriptions distinguish general information from individual professional advice.
- [ ] Qualifications and other claims have an approval owner.
- [ ] Content avoids unsupported comparisons and outcome guarantees.
- [ ] Confidential client identities and case/assignment details remain protected.

 Contact and maintenance

- [ ] Initial contact requests only necessary information.
- [ ] Visitors are not asked to upload confidential records through a general enquiry form.
- [ ] Any secure document process is separately assessed and approved.
- [ ] An authorised person reviews updates before publication.
- [ ] Access, content ownership and review responsibilities are documented.

 For CA firms

- [ ] The current ICAI Code and relevant website/advertisement provisions are checked, rather than relying only on an old checklist.
- [ ] Proposed content types and distribution methods receive professional approval.
- [ ] Tax and regulatory educational information has qualified review and maintenance ownership.

 For advocates and law firms

- [ ] Current applicable rules and permitted website particulars are checked.
- [ ] The planned pages and contact mechanisms receive authorised professional review.
- [ ] No assumption is made that a disclaimer permits otherwise inappropriate promotion.

Next action: record content requiring review before design begins. Workmates can help organise the approved information and website brief.