Case study
Active Déclarations
The brand, website and online tax service of a law firm
Stratedge Consulting created Active Déclarations from scratch: the brand and its visual identity, the website, the tax simulators and the online service through which individuals hand their returns to the lawyers of COGEP Avocats.
- Client
- Active Déclarations
- Sector
- Online tax service of COGEP Avocats
- Service
- Dashboards and tools
The situation
COGEP Avocats is the law firm of the COGEP group, an accounting and audit group founded in 1971. Through Active Déclarations, its tax lawyers take on individuals' returns: income tax, the French real estate wealth tax (IFI), complex assets and international situations.
The challenge
The service started from nothing: no name, no identity, no website. Once live, it has to steer each individual to the right service, collect confidential documents and leave the decisions to the lawyer, as any legal service covered by professional secrecy must.
The choices
- 01
A brand of its own
Active Déclarations has its own name, identity and visual guidelines, designed for the service, and presents itself as a service of the COGEP group: individuals recognise an online service and know which firm stands behind it.
- 02
Qualify before quoting
A questionnaire of a few minutes describes the client's tax profile, and a routing engine works out the right service. The lawyer receives a qualified file, then sends a written fee proposal.
- 03
Simulators as the way in
Income tax, retirement savings plan, property capital gains, gifts, year-end review: visitors estimate their position before they speak to a lawyer.
- 04
A file tracked at every stage
Documents are uploaded to an encrypted space, against a list specific to the file. Clients see the current stage and the lawyer in charge of it.
What we built
The whole service, designed and built by Stratedge Consulting: the brand and its visual identity, the public website, the qualification questionnaire and routing, the tax simulators, the client space and appointment booking with a lawyer.
Scope
- Brand and visual identity design
- Design and build of the website and the online service
- Qualification questionnaire and routing to the right service
- Tax simulators: income tax, retirement savings plan, property capital gains, gifts and estates, year-end review
- Pages by service: income tax return, IFI, complex return, international, particular situations
- Client space: encrypted document upload, tailored checklist, case tracking
- Appointments with a lawyer, annual subscription, tax calendar
- Mobile version
What changed
- COGEP Avocats offers individuals a tax service under its own brand, with its own identity, website and tools.
- Lawyers receive enquiries that are already qualified: the client's tax profile and the service required are known before the first conversation.
- Clients upload their documents online and follow their file through to electronic filing.
- The service runs all year round: year-end review, withholding tax adjustments, the filing season and checks of tax assessments.