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Compliance Management Sources

Services

Branding | Website Development | HIPAA-Compliant Communication | Automation Integrations

Compliance Management Sources (CMS) is a legal nurse consulting business that supports attorneys in personal injury and malpractice cases. They came to us with no digital presence or cohesive brand identity. We crafted a professional brand system that communicates their expertise and built a clean, accessible website that positions CMS as a credible and modern resource. To meet strict regulatory needs, we implemented a HIPAA-compliant contact solution that enables secure client communication. We also developed a custom CRM workflow with automated intake, confirmation emails, and organized file handling—making client onboarding seamless and efficient.

Branding

CMS needed a polished, professional identity to match the trust required in legal consulting. We built a clean visual brand system with logo, typography, and colors, condensed into a one-page brand guide for consistent use.

 

CMS branding board

Website Development

Without a website, CMS relied entirely on word-of-mouth referrals.We built a professional, easy-to-navigate website that serves as a central hub for services, communication, and credibility.

a portolio of the Compliance Management Sources website build

HIPAA-Compliant Communication

Secure client communication was essential due to industry regulations. We implemented a HIPAA-compliant contact solution that allows CMS to safely connect with clients through the site.

Automation Integrations

We built a custom CRM workflow using a form-based intake system that streamlined client onboarding. Upon form submission, automated confirmation emails were triggered to ensure a smooth communication loop. Additionally, we integrated file drop capabilities that automatically organized uploaded documents—making it significantly easier for our client to access and manage key information without manual sorting.

a sketched image of a knight, sword at the ready, on a armored horse

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  • In-Person Speaking Sessions 8 AM - 12 PM

    Location: STUDIO 1646, 1646 Colonial Blvd, Suite 3, Fort Myers, FL 33907

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