A "finance law firm" means different things to different people. Some advise businesses on financing, acquisitions and tax. Others handle consumer cases against banks - Swiss franc loans, the free credit sanction. Clients of these two kinds of firm look for help in completely different ways, so their websites have to do different jobs. The rules described below are Polish.
In this article we separate the two paths: how a business client chooses and what they must find on the site, how a consumer in a dispute with a bank searches and what not to promise them, and finally what they share - data protection, visibility on Google and cost.
Short answer: a site for a firm serving businesses first has to pass verification: show practice areas and deal types, the people who lead them and how work starts. A site for a firm handling disputes with banks has to explain clearly which cases you take, how they run and what they cost - with no promised outcomes. In both cases the form collects only contact details, and documents reach the lawyer through a secure channel.
Kluczowe wnioski
- A firm serving businesses and a firm handling consumer disputes with banks need different websites.
- A business client chooses from a shortlist and checks the people - the site has to pass that check.
- Proof of competence means deal types, publications and accurately stated awards, with no promised outcomes.
- The form collects contact details; documents and case details reach the lawyer through a secure channel.
Two finance law firms, two different websites
Before planning the site, decide who it is for. The differences start with who makes the decision.
| Serving businesses | Consumer disputes with banks | |
|---|---|---|
| Who decides | The board, the CFO, the general counsel | The person who has the loan |
| How they search | A shortlist from referrals, rankings and publications | Google and a comparison of several firms |
| What they check on the site | The people and experience with that type of deal | Whether you understand their agreement, what it costs and how the case runs |
| First contact | A request for proposal and a conflict check | A form, a phone call, a review of the agreement |
| Biggest risk | Platitudes and no named people | Promised outcomes and unclear costs |
If you handle both kinds of matters, consider separate sections with separate contact paths. A company's CFO and a person with a Swiss franc loan look for different information, and one message rarely serves both.
A website for a firm serving businesses
A business client rarely picks a law firm from an ad. More often they build a shortlist: from other advisers' referrals, rankings, publications, past work. Only then do they check the websites and the people. In larger matters this can be a formal process with a request for proposals sent to several firms. So the site does not have to convince from scratch - it has to help you get onto the shortlist and pass verification.
- Practice areas and deal types, with the sectors you work in.
- Partner bios: experience, languages, publications, talks.
- Whether you handle cross-border deals and in which languages.
- How work starts: the enquiry, a conflict check, a proposed scope and fee.
- Direct contact with the people leading each area.
- An English version if you work with foreign capital.
Specific deals over platitudes
"Comprehensive legal services for business" says nothing. "We advise on bank financing and bond issues for real estate companies, acting for issuers and banks" says what you do, in which sector and in what role. A description like that lets a client judge straight away whether you are the right address - and brings you fewer enquiries outside your specialisation.
People over the logo
In business matters a client chooses specific lawyers, not a building. Partner bios should show experience with deal types, languages, publications and talks, and the details on the site should match what the client finds on LinkedIn and in rankings.
Proof of competence without breaching secrecy
Publications, expert commentary and conference talks are the safest proof. State awards in independent rankings such as Legal 500, Chambers or the Rzeczpospolita law firm ranking accurately: the ranking's name, edition and category, without adding "the best". Client and deal names are a separate matter - professional secrecy and bar rules set narrow limits here, so it is safest to describe deal types and to name clients only after checking your own bar's rules and with the client's consent.
If your team includes tax advisers, remember that their ethics rules are strict: they prohibit evaluative information, comparisons, inducements and promises of effectiveness. Information on the scope of practice, career history, publications and training is allowed. With a mixed team, the simplest approach is to write the whole site so it meets the strictest rules that apply.
First contact: enquiry, conflict check, client identification
Describe on the site what happens after an enquiry: you run a conflict check, then propose a scope and fee. For the conflict check you need the company's name and the other party, but not deal details - leave those for the conversation.
It is also worth mentioning client identification upfront. For certain activities, including selling a business, managing client assets or contributing capital to companies, advocates, legal advisers and tax advisers are obligated institutions under Polish anti-money laundering law and must identify the client. One sentence on the site means a request for documents does not come as a surprise.
A website for a firm handling consumer disputes with banks
Here everything is different. The client usually starts on Google, compares several firms and worries about two things: whether they have a chance and what it will cost. Competition is fierce, and the temptation to make promises is even greater.
Show
- Which cases you handle, e.g. Swiss franc loans or the free credit sanction
- How a case runs step by step and what its length depends on
- Which documents to bring to the first conversation
- How you bill, including what happens if the case is lost
Avoid
- Promised outcomes like "we will get your money back"
- Statistics of won cases and comparisons with other firms
- Costs that only appear when the agreement is signed
- Marketing calls and texts to people who have not consented to them
Transparency matters most. Explain how a case runs from the review of the agreement to the judgment, what its length depends on and how you bill. If you offer a free review of the agreement, say clearly what it covers and what is paid afterwards. Ethics rules require accurate information that does not mislead, and consumer law prohibits misleading people about price - so unclear costs do double damage.
Be careful with active outreach too. Marketing calls, texts and emails require the recipient's prior consent under Polish electronic communications law, and consent cannot be obtained during the first such call. A form on the site that the client fills in themselves is the safer route.
The client usually wants to send the loan agreement straight away. Accept it through a secure channel with a privacy notice, not as an attachment to an ordinary form that lands in a shared inbox.
Data security: what you actually need
Clients of a finance law firm entrust you with data of real value: agreements, financial statements, loan details. You do not need an elaborate system from day one, but you do need a few basics.
- The minimum on the site: an encrypted connection, a privacy policy and a notice by the form - who the controller is, why and on what legal basis the data is processed, how long it is kept and what rights the person has.
- A form without details: contact details, type of matter, a pressing deadline. Case details are covered by secrecy and should reach the lawyer, not an inbox the whole team can read.
- Document exchange: before ordering a separate client panel, check whether your practice-management software already has a client area. In large deals documents move through virtual data rooms anyway. Your own panel makes sense with many matters and constant document exchange - we cover it in A client portal for a law firm.
- An AI assistant: if you are considering an AI agent on the site, let it answer only organisational questions, not assess the matter or collect its details. Since 2 August 2026 it must also clearly tell people it is an AI.
Visibility on Google
For a firm serving businesses, Google is mainly a verification tool: the client types in the firm's name or a partner's name. Make sure the results lead to current bios and practice-area pages, and that expert articles - for example on changes to tax law - show you follow the subject.
For a firm handling consumer disputes, Google is the main source of clients. Pages for specific types of cases, the Google Business Profile and reviews matter. When replying to reviews, do not confirm that someone was a client or refer to case details, and do not buy reviews or write them yourself - that is prohibited. We cover the basics of a law firm's visibility in the guide to law firm websites.
What a finance law firm website costs
In our price list a site with practice-area pages costs from PLN 12,000 net, and an extra language version PLN 1,000. A site with a client panel falls under a web application, from PLN 26,000. An AI assistant is a separate monthly subscription. A site with practice areas usually takes 6-8 weeks to build, and one with a panel from 10 weeks.
Work out the return cautiously: on margin and on clients you would not have won without the site, not on the value of a deal. In business matters a website is rarely the only reason a firm is chosen, so its value lies more in how many clients do not drop out at the verification stage. We break down market ranges in How much a law firm website costs.
Frequently asked questions
Can we name clients and deals on the site?
Carefully. Professional secrecy and bar rules set narrow limits here, and in Poland a legal adviser may not give information about clients in criminal, fiscal-penal, misdemeanour, family and guardianship matters even with their consent. It is safest to describe deal types and sectors, and to give names only after checking your own bar's rules and with the client's consent.
Can we mention ranking positions?
State awards in independent rankings accurately and verifiably: the ranking's name, edition and category. Avoid turning them into comparisons with other firms or labels like "the best", which ethics rules do not allow.
Does a finance law firm need a client panel?
Not straight away. First check whether your practice-management software already has a client area, and whether a data room is enough for large deals. Your own panel makes sense with many matters and constant document exchange.
Do we need an English version?
If you serve foreign clients, companies with foreign capital or cross-border deals - yes, and it should be written for that reader, not translated word for word. A firm handling consumer disputes usually does not need one.
Can we call people with Swiss franc loans to offer our services?
Not without their prior consent. Marketing calls, texts and emails require the recipient's prior consent, and consent cannot be obtained during the first such call. It is safer to build visibility so that clients come to you.
Summary
A finance law firm website starts with deciding who it is for. For a business client, it helps get you onto the shortlist and pass verification: specific deals, real people, reliable proof of competence. For a consumer in a dispute with a bank, it gives clarity: how the case runs and what it costs, with no promised outcomes. In both cases client data reaches the lawyer through a secure channel.
If you want to talk about a website for your firm, write to us.