SCOPE OF WORK · v1.0 · 12 MAY 2026

Everingham Legal —
a website built for the next five years

A phased rebuild scope mirroring the Business Plan v2.0 architecture. Phase 1 firm and committed; Phases 2–5 mapped, previewed, and decided at each prior gate. Prepared by 121 Group as the firm's strategic marketing partner.

Phase 1 launch
Aug'26
11-week build runway
Phase 1 budget
$28k–43k
AUD, ex-GST
Phases mapped
5
Phase 1 firm; 2–4 previewed
Tech stack
WordPress
on managed AU hosting
Templates Phase 1
8
Disciplined, not sprawling
SKUs visible launch
3
Per BP §6 launch discipline
⬇ Full scope PDF ⬇ One-page approval sheet

Strategic frame — why this is not a brochure rebuild

Three signals from your own documents reframe what the website has to do. Each one rules out the path of least resistance.

01
The site is the conversion floor of a four-layer funnel

Source: Business Plan §3, Marketing Brief §1.

Insights → Community → Education & Certification → Advisory. Three of those four layers are sold or provisioned through the website itself by Phase 2 — community memberships, certification cohort enrolments, bookable Maturity Diagnostic SKU. Squarespace cannot host that. A brochure rebuild leaves three of your four revenue layers stranded.

02
The voice is McKinsey / Stratechery, not a law firm

Source: Marketing Brief §2 verbatim.

"We do not write '5 ways to leverage AI in your legal team' — that is the wrong category. We write the equivalent of Stratechery or McKinsey Insights for legal operations."

That has to be a deliberate design decision before the first wireframe — typography, density, image style, interaction restraint, all set from the brief, not iterated to in Figma later.

03
Substance lives behind walls of varying permeability

Source: BP §6 SKU set, MB §4 content pillars.

The website needs four user states architecturally: anonymous → identified (newsletter sub) → member (paid community) → alumni (certification grad). Phase 1 implements states 1 + 2 only. But the data model has to anticipate 3 + 4 so we don't replatform in 18 months. That single decision rules out Webflow, Squarespace, and most "AI website builders."

Tech stack — what's recommended and why

OptionPhase 1Phase 2 (sold from site)Phase 3 (membership + cohorts)Verdict
Squarespace (status quo) OK Cannot host Cannot host Replatform required by mid-FY27
Webflow OK Limited commerce No native membership Replatform required Phase 3
Custom Next.js / headless OK OK OK Premature; locks IP into developer hands
WordPress (managed) OK WooCommerce MemberPress + Circle Recommended — single platform across all phases

The principle from your Business Plan §8 (Layer 6): "Add structure to what exists; do not build new platforms unless the existing tools genuinely cannot do the job. The leverage comes from disciplined use of common tools, not from bespoke infrastructure." WordPress on managed hosting is "common tools used disciplined" — not bespoke, not novel, not a vanity build.

Audiences this site is built for

Lifted directly from Marketing Brief §3, so every IA and design decision in this document traces back to the buyer.

TIER 1 — PRIMARY
GCs, CLOs, Heads of Legal Ops

$500M+ enterprises. ASX 200, top 25–40 firms by partnership size, alt-legal providers, Big 4 legal arms. Globally: Fortune 1000, AmLaw 200, FTSE 350.

  • Time-poor; sceptical of marketing tone
  • Rewards substance, ignores hype
  • Reads via LinkedIn + podcasts + peer networks (CLOC, ACC, ILTA)
  • Does not click display ads or search ads
Site goal:

Read one whitepaper end-to-end, recognise the firm as serious, request a conversation.

TIER 2 — SECONDARY
Senior practitioners (the future Tier 1)

Senior legal-ops practitioners and legal-technology professionals one or two levels below Tier 1 today; future buyers of certification.

  • Reads via LinkedIn + podcasts + Substacks
  • Active on cohort-based platforms (Reforge, Maven)
  • Most active community members at maturity
  • Highest-volume newsletter subscribers
Site goal:

Subscribe to newsletter, join community waitlist, eventually enrol in a certification cohort.

TIER 3 — TERTIARY
Vendors & investors

Legal-tech vendors (sponsorship, certification, data licensing). PE / GE investors (diligence and market intelligence). Treated as a distinct buyer, not a partner.

  • Different content, different motion
  • Not part of the primary IA
  • Phase 4 dedicated landing pages
  • Independence-policy-bound
Site goal:

Surface the independence policy, route via dedicated channels.

Implication for design: density-first, executive-first, mobile-second-but-correct. Not graphical, not animated, not "marketing-feeling." Closer to The Economist online or stratechery.com than to a typical professional-services site.

Phase 1 — what ships May–August 2026

This is the section that commits real spend. Every line is a deliverable; every deliverable has an acceptance criterion. Aligns with Business Plan §4 Phase 1 ("Foundations") and Marketing Brief §5 Q4 FY26 ("Establishing the voice").

3.1 — Information architecture

Eight templates, seven primary pages, five top-nav items. The discipline matches Business Plan §6's "start with three SKUs and be known for them — launching with all ten at once dilutes attention and confuses positioning."

Top navigation (5 items)

Nav itemURLWhat lives there
Insights/insightsContent hub. All whitepapers + podcast + LinkedIn long-form. Filterable by the four content pillars (MB §4).
Services/servicesThree SKUs visible at launch (BP §6 Phase 1): Procurement Playbook · Maturity Diagnostic · Strategic AI Advisory.
About/aboutFounder bio · firm thesis · independence policy · the calibrated 5-year ambition (BP §1).
Approach/approachFour-moat operating system, augmented-consultant model, what makes us not-Big-4 (BP §7).
Contact/contactSingle page, single form, routes via HubSpot.
DELIBERATELY NOT IN PHASE 1 NAV
  • Education — returns Phase 3 when Maturity Programme cohort 1 is real (BP §4 Phase 3, mid-FY27)
  • Community — returns Phase 3 with the paid Circle tier
  • Vendor Benchmark — returns Phase 4 with first published benchmark report
  • Resource library, careers, partners, case-study index — added incrementally as content exists; nothing empty ships

3.2 — Eight templates

#TemplateUsed byNotes
1Home/Three sections only: thesis statement · three featured pieces · three SKUs as cards · single CTA "Subscribe to Insights." No carousel, no testimonials wall, no animated stats.
2Pillar landing4 pages, one per pillarOne per content pillar from MB §4. Pillar 4 ("the category") ships even if light — placeholder editorial calendar visible.
3Long-form articleWhitepapers, essaysStratechery typography · generous measure · footnotes · "cite this" block · related pieces · gated lead-magnet block at footer (Phase 1's only content gate).
4Podcast episodeEach episode pageEmbedded player (Spotify + Apple) · full transcript · guest bio · related pieces. Audio hosting at Transistor or Sounder.
5SKU detail3 SKU pagesStatic description Phase 1 (no online booking yet). CTA: "Request a scoping call" → HubSpot. Phase 2 layers WooCommerce on these same URLs without breaking links.
6About / firm/about, /approachLong-form prose. Photography-led where editorial-grade photos exist; typographic where they do not.
7GenericPrivacy, policy, terms, contactPlain typographic template.
8Search results/searchFunctional, ranked by pillar then recency. WP native; Algolia upgrade in Phase 2 if traffic warrants.

3.3 — Brand uplift block (parallel workstream)

MB §2 lists the full brand-system ask. Phase 1 of this scope handles the web-applicable subset only. The full brand-guidelines document, deck templates, podcast cover art, and LinkedIn carousels live in the 121 Group ongoing retainer (separate scope).

A
Logo refinement
Light typographic clean-up of the existing mark. Not a redesign. Full mark redesign would be a separate brief (~$4–8k, second cycle).
B
Colour system
Document the existing navy + accent in three formats: web hex, print CMYK/Pantone, accessibility AA pairs. Output: one-page brand-colour spec.
C
Typography pairing
Primary serif (long-form reading) + secondary sans (UI). Recommendation in §4 below. Tested on real sample articles before sign-off.
D
Web image guidelines
What photography passes ("executive, environmental portraiture; no stock"), what doesn't. Inventory of Matthew's existing photos in Drive.
E
Web brand spec sheet
Buttons, links, callouts, blockquotes, captions, tables, code blocks. Single Figma file delivered.

3.4 — Lead capture + HubSpot integration

Single source of truth for every form on the site = HubSpot. Three forms in Phase 1.

FormLives onHubSpot configuration
Newsletter signupFooter (every page) + /subscribeList Insights subscribers · Lifecycle subscriber · Source website-newsletter
Whitepaper download (gated)Below every long-form articleList Whitepaper leads · Lifecycle lead · Source whitepaper-{slug}
Scoping-call request/contact + every SKU pageList Inbound enquiries · Lifecycle lead · Source scoping-call · Routes email + task to Matthew
FROM THE 12 MAY CALL

Matthew flagged that "anyone I send an email to defaults to a lead." That's a HubSpot Sales-extension setting, not a website issue, but Phase 1 includes a one-off cleanup pass: change the Gmail-extension default from lead to contact + add a lifecycle-tagging field to the scoping-call form so genuine leads are explicitly marked. ~1 hr config; bundled in the §10 Phase 1 pricing.

3.5 — Performance, SEO, accessibility

StandardTargetHow verified
Lighthouse Performance≥90 mobile · ≥95 desktopCI check on each deploy
Lighthouse Accessibility≥95CI check
Lighthouse SEO100CI check
Core Web VitalsLCP <2s · CLS <0.05 · INP <200msReal-user monitoring via dashboard's GA4 link
WCAG 2.1 AAConformanceManual audit pre-launch
Schema.orgArticle, Person, Organization, BreadcrumbListGoogle Rich Results Test

3.6 — Hosting + ops

  • Host: Kinsta or WP Engine starter tier, AU region (data residency matters for legal-sector clients)
  • CDN: Cloudflare (already in use for the dashboard; same admin)
  • Email-on-domain: existing Google Workspace stays untouched
  • Backups: nightly, 30-day retention
  • SSL: automated via host
  • Staging environment: included for content review before publishing
  • DNS: managed under existing 121 Group Cloudflare account

Design language — decisions for sign-off

These are the calls that need answers before design work starts, so we don't iterate them in Figma at agency rates.

DecisionRecommendationRationale
Primary serifSource Serif 4 (free) or Tiempos Text (licensed)Long-form reading at executive density; both pair well with sans secondary; both avoid law-firm clichés (Garamond, Caslon, Trajan).
Secondary sansInter (free) or Söhne (licensed)UI clarity at small sizes; mathematically consistent with most major editorial sites.
Primary brand colourExisting navyAlready established. Do not redesign.
Accent colourSingle accent (not multiple). Desaturated gold or copper.Distinguishes from BigLaw blue. Matches "category leader" positioning of MB §1.
Image styleExecutive editorial photography. Environmental over headshot. No stock. No abstract gradients. No 3D-rendered isometric people.Matches Stratechery / FT.com / McKinsey Insights register.
Layout grid12-column. Max content width 720px for long-form (~75ch measure). 1140px for hub pages.Reading ergonomics first.
Animation budgetEffectively zero. Gentle scroll reveals allowed at low intensity. No particle effects, no scroll hijacking, no parallax.Voice is "confident, substantive, clear; never breezy, never hyped" (MB §2).
Dark modeLight only at launch. Dark mode in Phase 2 if reading data justifies it.Don't ship two themes for a brochure-volume content set.

Sign-off checklist before kickoff

Four ticks needed from Matthew before design Round 1 starts:

  • ☐ Approve typeface direction (which serif + which sans)
  • ☐ Approve accent colour direction (desaturated gold/copper vs alternative)
  • ☐ Approve "no animation, density-first" design constraint
  • ☐ Approve eight-template scope (no mid-build creep)

Five-phase roadmap

Mirroring the Business Plan v2.0 phase structure. Phase 1 commits today; every subsequent phase has its own approval gate. Nothing in Phase 2 starts until Phase 1 ships.

01
MAY – AUG 2026 · COMMITTED
Foundations

Marketing site rebuild on WordPress. Eight templates, three SKUs, four pillar landings, brand uplift block, HubSpot lead capture.

DELIVERS
  • Stratechery-grade publishing surface
  • Three bookable-by-call SKUs
  • Newsletter + whitepaper lead capture
  • Podcast hub template ready
  • Phase 2-ready WP foundation
Indicative: $28k–43k AUD
02
SEP 2026 – MAR 2027 · PREVIEW
Productisation

"Sold from the website rather than negotiated bespoke" (BP §4 verbatim). Maturity Diagnostic + Procurement Playbook bookable with deposit checkout.

ADDS
  • WooCommerce + Stripe for SKUs
  • Newsletter platform (Substack/Beehiiv)
  • Podcast hub live
  • Whitepaper library + filtering
  • Event landing-page template
  • Vendor benchmark methodology stub
  • Algolia search if traffic warrants
Indicative: $22k–35k AUD
03
APR – AUG 2027 · PREVIEW
Ecosystem

Community paid tier opens. First Maturity Programme cohort runs (BP §4 Phase 3, mid-FY27).

ADDS
  • MemberPress on WP (3 tiers)
  • Circle community integration
  • Maven cohort enrolment flow
  • Verifiable digital credentials (Accredible)
  • Members dashboard
  • Alumni-only resources
  • Co-credentialing wall
Indicative: $28k–48k AUD
04
SEP 2027 – AUG 2028 · PREVIEW
Scale

Vendor benchmark public layer + paid tier. Self-serve certification checkout. UK internationalisation. Client portal v1.

ADDS
  • Public vendor finder (free)
  • Vendor profiles + paid data tier
  • 3 cert SKUs self-serve checkout
  • Multi-seat enterprise pricing
  • WPML internationalisation (UK)
  • Client portal v1 (engagement docs)
Indicative: $45k–75k AUD
05
FY29 – FY30 · OUT OF SCOPE
Category leadership

Bespoke vendor benchmark platform · multi-region content · agent embed (separate workstream entirely). Scoped at the time, against actual data on what works.

Not committed in this document. Scoped 2027 onwards.

Phase-gating discipline

THE PRINCIPLE

"Nothing in Phase 2 starts until Phase 1 is done; nothing in Phase 3 starts until Phase 2 is done." Quoted directly from your Business Plan §4. This is the founder-bottleneck failure mode that destroys most ventures of this shape; the same discipline applies to a website rebuild.

WHAT THIS BUYS YOU

Any phase can be the last phase. If Phase 2 never happens, Phase 1 is a fully complete publishing-grade site that works for years. If Phase 3 never happens, Phase 2 is a complete commerce-enabled professional services site. No half-built foundations sitting around looking unfinished.

Cross-cutting workstreams — handled by the 121 Group retainer

To keep the website scope honest about what it does and doesn't include, here's everything that lives in the ongoing 121 Group retainer instead.

WorkstreamWhere it lives
Brand identity full system (deck templates, podcast cover art, LinkedIn carousel templates)121 Group retainer · MB §6
Whitepaper authoringMatthew + Claude (substance); 121 Group edits + designs · MB §6
Podcast production (audio editing, show notes)121 Group retainer · MB §6
HubSpot configuration audit + ongoing operations121 Group retainer · MB §9
LinkedIn paid amplification, SEO, email nurture, syndication121 Group retainer · MB §6
Trade media outreach (MB §5 quarterly campaigns)121 Group retainer
KPI dashboardAlready live at everingham.121insights.com

The site is the substrate; the retainer is the engine that pumps content through it. Confusing the two is how scope creep starts.

Phase 1 commercials

All figures AUD, ex-GST. One-off build cost. Hosting separate. Phase 2–4 quoted at each prior phase's close.

Line itemRange (AUD)Notes
Discovery + IA + sitemap (≈1 week)$2,500 – 3,500Includes audience workshop with Matthew
Brand uplift — web subset (§3.3)$4,500 – 7,500Logo touch-up · colour spec · type pairing · web brand spec sheet
Visual design — eight templates$6,500 – 9,500Two design rounds budgeted; third chargeable at fixed rate
WordPress build + custom theme$9,000 – 13,000Custom theme on managed host. Not a marketplace template.
HubSpot integration + form work$1,500 – 2,500Three forms · lifecycle correction · tracking script · list setup
Content migration (8–12 pieces)$2,000 – 3,500Matthew rewrites pieces that fail voice review (his time, not in this $)
Performance / a11y / SEO compliance pass$1,500 – 2,500Lighthouse + manual audit · schema · sitemap · robots
Hosting setup, DNS, SSL, staging$500 – 1,500One-off setup. Ongoing host fee separate.
Subtotal — Phase 1 build$28,000 – 43,500One-off, ex-GST
Hosting + ongoing maintenance$80 – $150 / monthOr bundled into monthly retainer
EXPLICITLY EXCLUDED FROM PHASE 1
  • Photography commission — recommend separate engagement (~$3–5k for editorial shoot day)
  • Copywriting — Matthew's, per Marketing Brief §6 ("substance never originates in agency hands")
  • Original whitepaper authoring — Matthew + Claude (BP §8 Layer 1 pipeline)
  • Podcast production setup — 121 Group monthly retainer (separate scope)
  • Full mark redesign — separate brief, separate fee, only if Matthew wants it
PAYMENT STRUCTURE
30%On signed scope = approval to start design
40%On design sign-off = approval to start build
30%On launch = staging signed off + DNS cutover
11-WEEK TIMELINE
Wk 0–1Discovery, IA & design-language sign-off
Wk 2–4Brand uplift + design rounds 1–2
Wk 5–8WP build, content migration, integrations
Wk 9–10Performance/a11y/SEO pass, staging review
Wk 11Launch · DNS cutover · first-week monitoring
TARGET LAUNCH

End of August 2026

Aligned with Business Plan §4 Phase 1 close (FY26 EOFY) and Marketing Brief §5 Q4 FY26 "Establishing the voice" quarter.

What we need from Matthew to start

In rough chronological order. Most are 30 minutes or less; nothing requires drafting from scratch.

1
Approval signature on this Phase 1 scope
A short reply email confirming §13 decisions is enough; we'll countersign formally.
2
Brand asset access
Logo source files (AI/SVG), any existing colour specs, photography library on Drive.
3
HubSpot Super Admin access for adam@121group.io
Already partly in place; confirm scope so the lifecycle cleanup can run.
4
Squarespace admin (read-only)
For content inventory + final shutdown when WordPress goes live.
5
Domain control (DNS at registrar)
Ready for cutover. Build runs on temporary subdomain; live cutover Week 11.
6
Sign-off on the four design-language decisions
From the §4 / Design table: typeface, accent, no-animation, eight-template.
7
Block four ~30-min reviews across the build
At IA, design, build mid-point, pre-launch. We send drafts; you say yes/no/iterate.
8
Decision on LinkedIn Business Manager (separate but on critical path)
Adam owns setting it up per the 12 May call. Not part of this scope; flagged for parallel action.

Risks & mitigations

Specific to this scope. Each has a named mitigation; nothing here is theoretical.

RiskLikelihoodImpactMitigation
Phase 1 ships and momentum stalls before Phase 2 Medium High Phase 1 ships as a complete product, not as a half-built foundation. If Phase 2 never happens, the site still works as a publishing-grade brochure for years.
Voice/content not ready by launch (BP Phase 1 priority five — three flagship whitepapers) Medium Medium Site can launch with 2 whitepapers + placeholder pillar landings. Pillar 4 ("the category") can launch with editorial calendar visible. We do not delay launch to wait for content.
Brand uplift creep into "let's just redesign the logo" Medium High §3.3 explicitly scopes web-applicable brand subset only. Full mark redesign = separate brief, separate fee, separate timeline. Documented up-front.
WordPress chosen but Matthew prefers Webflow / "AI website builders" / etc Low Medium §Strategy lays out the structural reasoning: Phase 3 needs membership + commerce + i18n which Webflow and Squarespace cannot host. If Matthew has a strong reason to override, that conversation happens at scope-approval, not mid-build.
HubSpot lifecycle stage cleanup uncovers larger CRM hygiene problem Medium Low Phase 1 includes a 1-hr config touch only. Larger CRM strategy is a separate retainer line-item if it surfaces.
Education / Certification programme requires website features sooner than Phase 3 Medium Medium Per Matthew on the 12 May call: first cohort can run with "login details and like a shared Google Drive where it just says like one materials, week two materials." Phase 1 supports that with a simple gated WP page → Drive link. Full Maven + cohort flow stays Phase 3.
Vendor / agent embed (Adam's agent-1-to-1 idea on the call) gets bundled into website scope Low High Agent embed is a separate workstream, separate scope, separate commercial discussion. Not on this critical path; explicitly out-of-scope for the website rebuild.

The decision asked of you

Three ticks. Today or tomorrow. Phase 2 onwards is documented here so you can see the trajectory, not because today's conversation needs to commit to it.

Approve Phase 1 scope as described above (§3)
Indicative range AUD $28,000 – $43,500 — final fixed quote within the range produced after IA + design-language sign-off.
Approve the four design-language directions (§4)
Typeface direction · accent colour · no-animation density-first · eight-template scope. Approving these together stops design-round ping-pong.
Confirm Phase 2–4 are previewed but not committed
Each gets its own scope document at the prior phase's close. No ambient commitment to spend; no escape from the gating discipline.

A short reply email confirming these three ticks is enough to start. We'll countersign formally and the §10 timeline starts from that date.

⬇ Approval sheet (1 page PDF) ⬇ Full scope (PDF)
Approve via email →

Appendix — every Phase 1 deliverable traced to your documents

Audit trail. Every decision in this scope ties back to either the Business Plan v2.0, the Marketing Brief v1.0, or the 12 May call transcript.

Cross-reference to your written documents

8 templates / 7 primary pagesBP §6 SKU discipline
Four content pillars in IAMB §4
Three SKUs visible at launchBP §6 Phase 1
Independence Policy pageBP §6 vendor cap · MB §9
HubSpot integration primaryBP §8 Layer 4 · MB §6
Newsletter as primary CTAMB §8 KPI: 1,500 subs FY26
Whitepaper gating for leadsMB §5 Q4 FY26 lead magnet
Podcast hub templateMB §4 cross-pillar cadence
WordPress over SquarespaceBP §8 Layer 6 + "too many platforms"
Stratechery design registerMB §2 voice principles
Density-first, no animationMB §2 voice principles
Phase 2 bookable SKUsBP §4 Phase 2 verbatim
Phase 3 cohort enrolment flowBP §4 Phase 3 · MB §5 Q3 FY27
Phase 4 vendor benchmark layerBP §6 SKU · BP §7 Moat 3

Cross-reference to the 12 May call

04:18"too many platforms" → WP consolidation
06:05HubSpot defaulting all emails to lead → 1-hr cleanup
10:18"three or four streams" → phase-gating discipline
11:07Education/cert as third stream → Phase 3 explicit
13:48Premium $10k+ certification → Phase 3 timing
14:13Cert cascading into membership → Phase 3 BP-alignment
14:48"5 licenses at $2,000 each" → Phase 4 self-serve checkout
15:33"extra commercial pillars" → all 4 layers mapped through phases
17:31Cohort 1 = login + Drive link → Phase 1 risk-mitigated
22:24Agent embed idea → out-of-scope, separate workstream
28:30AL&A maintenance work → separate engagement