New Client Onboarding Checklist for Lawyers
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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