A law firm and a digital membership are fundamentally separate businesses. To keep clean boundaries, each brand got its own isolated HighLevel sub-account so legal clients and course members never mix.

Because they share an owner, one centralized Stripe connection runs underneath both—keeping billing organized without forcing the team to toggle between separate tools.

Most owners assume an all-in-one platform means a downgrade in design. I rebuilt her entire site natively inside HighLevel, preserving her custom design, premium look, and animations.

She kept her exact brand identity and dropped her monthly ShowIt hosting bill.

A contracts-based firm relies on repeat business. Standard intake pipelines treat every case like a brand-new stranger, but this firm needed to track returning engagements.

I set up custom objects so a single client record holds their entire history, and automated the contract process even when she quotes variable pricing across projects.

The heart of her program is an AI contract-redlining tool. To use it, members have to join the hub—so authorization had to be airtight.

I moved her course library out of Kajabi, built a new resource center, and wired a workflow that grants tool access the moment someone joins and revokes it the second they cancel.

Her template storefront sat on a Shopify account she barely used but paid for every month. I rebuilt the store natively to handle digital delivery, automated receipts, and failed-payment follow-ups.

Then I launched an affiliate system that lets her audience promote her products, track referrals, and get paid—without her team running payouts by hand.

Transferring live, recurring payments through Stripe into a new platform is where most migrations fail—broken billing cycles and generic "re-enter your card" emails that cost customer trust.

I moved every active subscription over cleanly, protecting her recurring revenue without disrupting a single paying user.