Client Onboarding for Lawyers

New Client Onboarding Checklist for Lawyers

Onboarding checklist for Lawyers

• INTRODUCTION MEETING & CLIENT SET UP:

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

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

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• Create client folder (paper/digital)

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

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• Collect payment and signed agreement

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• FIRST MEETING:

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• Set out welcome email

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• Schedule first call or meeting

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• Send out details for first call or meeting

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• Prepare meeting agenda and send out

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• MEETING:

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• Take notes during meeting

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• AFTER MEETING:

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• Request any additional documents

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• Create client timeline

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• Layout client strategy and review with client

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• Set up any additional meetings

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• Invoice for additional payments with duedates

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• Record any additional notes or documents

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