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.

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AL Lab — global law firm | Kerv |
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| Access Legal |
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