Reviews fields
| Field name in CMS | What it means |
|---|---|
| Name | The client’s full name |
| Slug | The URL for their review page — auto-generated, usually don’t touch this |
| Job title | Their job or description — e.g. “Retired teacher”, “Small business owner” |
| Location | City and state — e.g. “Denver, CO” |
| Testimonial | The short review quote shown on cards |
| Extended case study | A longer story about their experience — creates a full dedicated page |
| Rating | Star rating, 1 to 5 |
| Date-2 | When the review was given |
| Disclaimer | Small compliance text shown on the review card |
| Image | A photo of the client (optional) |
| Service | Which service this review is about — links it to that service’s page |
Team members fields
| Field name in CMS | What it means |
|---|---|
| Name | Their full name |
| Slug | The URL for their bio page — auto-generated |
| Job title | Their role at your firm |
| Credentials | Professional designations — e.g. “CFP®, CIMA®“ |
| Profile picture | Portrait photo — used on their bio page |
| Picture square-2 | Square headshot — used on the About page grid and article bylines |
| Bio summary | One sentence about them — becomes the SEO description for their bio page |
| Bio | Full biography — appears on their bio page |
| Their professional email | |
| Phone number | Their phone number |
| LinkedIn link | URL to their LinkedIn profile |
| Facebook link | URL to their Facebook profile |
| Twitter link | URL to their X/Twitter profile |
| Quote | A personal quote or philosophy — adds personality to their bio page |
| Service | Which services they specialise in |
| Locations | Which office location(s) they work from |
Articles fields
| Field name in CMS | What it means |
|---|---|
| Title | The article headline |
| Slug | The URL — auto-generated from the title |
| Author-2 | Which team member wrote it |
| Summary | Short description — shown on the articles listing page and used as SEO description |
| Thumbnail | Preview image shown on the listing page |
| Body | The full article content |
| Date | Publication date |
| Service | Which service this article relates to |