A client onboarding checklist

Effective client onboarding is a cornerstone of any successful law firm. But because every client, and every firm, is different, finding a formula that works can be a challenge. Clio’s client onboarding checklist illustrates a best-practice approach.

|Clio|

With the Clio client onboarding checklist, you’ll not only be able to deliver an intake experience that makes sense for your firm — but also one that is smooth and straightforward for your clients.

In this checklist, you’ll find all the steps needed to successfully engage a new client, including:

  •  How to capture interest
  • Effective client screening
  • Conducting your first meeting
  • What comes after onboarding.

Whether you’re a seasoned solicitor, or a legal professional seeking to enhance your firm’s operations, this checklist provides a blueprint for a seamless, effective and profitable client onboarding experience.

AI Lab: Digital dictation for a global law firm

AL Lab — global law firm | Kerv |
Kerv designed a digital dictation platform built directly in Microsoft Teams and harnessing Whisper AI, an advanced speech-recognition model that detects and formats punctuation, understands legal-specific terminology, and adapts to different speaking styles

How to automate your law firm

Clio | |
Automation is a powerful means to saving time, improving efficiency, and reducing the risk of error in your most routine administrative tasks — especially when it comes to your document preparation workflows. Today’s law firms have access to more automation tools like document creation, contract management, and e-disclosure. But it’s important to find the right […]