Case Study

Renteria Document Solutions

A bilingual service website that connects complex requests to a controlled CRM workflow.

Renteria Document Solutions needed more than a polished service site. The experience helps English- and Spanish-speaking visitors find the right request path while the underlying system connects first-party intake, HubSpot, transactional follow-up, and approved Stripe payment flows.

Client

Renteria Document Solutions

Industry

Immigration document support, notary, and professional services

Category

Bilingual Service Website + CRM & Payment Workflows

Related services

Website Design & Development, HubSpot Lead Capture

Project goals

The project needed to support clarity, trust, and a better path to action without overstating results.

Help visitors choose the right service path without relying on one generic contact form

Replace disconnected intake with first-party forms that preserve useful service and source context

Keep language, service interest, and submission context available for HubSpot follow-up

Support approved paid services with server-owned pricing and payment-state verification

Challenge

What needed to be solved.

A bilingual professional-services website that guides visitors into service-specific first-party intake, keeps lead context durable in HubSpot, sends localized confirmations, and uses server-owned payment workflows only where the service policy allows them.

The business serves multiple document and notary needs, so request routing has to remain clear without overwhelming visitors.

English and Spanish visitors need the same trusted intake contract and a consistent follow-up experience.

Lead data has to reach HubSpot reliably without exposing CRM credentials or accepting unnecessary sensitive information.

Payment rules vary by service, so the browser cannot be trusted to choose a Stripe Price or decide whether checkout should occur.

Approach

The work focused on practical structure, polished presentation, and clear visitor next steps.

01

Service-specific conversion paths

Separated general Start Here routing from known service requests so immigration, notary, service inquiry, and other visitor intents can move directly into the appropriate first-party flow.

02

Bilingual HubSpot intake

Built trusted English and Spanish intake around server-owned validation, normalization, and HubSpot mapping, retaining durable service, language, contact-method, and submission context without exposing the private-app token to the browser.

03

Localized confirmation flow

After the HubSpot contact and associated submission note are durable, the request path sends a concise Mailgun acknowledgement in the visitor's normalized preferred language while keeping intake details out of the email body.

04

Controlled payment workflow

For approved immediate-payment services, the server creates the HubSpot Ticket and hosted Stripe Checkout Session, while signed webhook verification owns the paid-state update. Other services remain review-first or interest-only as configured.

Outcomes

Practical improvements without fake metrics.

A clearer path from service need to the appropriate request form

First-party bilingual intake connected to a durable HubSpot lead record

Localized transactional acknowledgements after successful CRM capture

A server-controlled payment architecture for services that are approved for checkout

Project highlights

  • English and Spanish service experience
  • HubSpot contact, note, and ticket workflows
  • Server-owned Stripe Checkout and webhook verification
  • Privacy-scoped forms and QR-ready campaign entry points

Next step

Does your service business need more than a contact form?

Javy Media can connect your website, service-specific intake, CRM follow-up, and approved payment flows into one controlled customer journey without adding a database or workflow layer the business does not need.

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