New Client Onboarding Checklist for Lawyers

Onboarding checklist for Lawyers Onboarding checklist for Lawyers
  • INTRODUCTION MEETING & CLIENT SET UP:

  • Quick introduction and a summary for what the client can expect

  • Collect all client details (contact information, copy of client\'s ID, any additional information, record date of meeting)

  • Create client folder (paper/digital)

  • Send client first invoice and client agreement for them to sign

  • Collect payment and signed agreement

  • FIRST MEETING:

  • Set out welcome email

  • Schedule first call or meeting

  • Send out details for first call or meeting

  • Prepare meeting agenda and send out

  • MEETING:

  • Take notes during meeting

  • AFTER MEETING:

  • Request any additional documents

  • Create client timeline

  • Layout client strategy and review with client

  • Set up any additional meetings

  • Invoice for additional payments with duedates

  • Record any additional notes or documents

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