Onboarding for client success

Law firm client onboarding template

This shareable onboarding plan can help your legal firm to manage the client onboarding process. Customize it to your needs, add your practice's branding, then send to each new client.

Use this template to onboard your clients.

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Law firm client onboarding

Welcome to our firm. This checklist will guide you through the initial steps of our partnership, helping us gather necessary information, complete required legal documents, and prepare for our first consultation.

No due date

Link tasks to actions, such as completing forms or booking meetings

Initial paperwork and compliance

These initial steps are legally required to establish our attorney-client relationship and ensure there are no conflicts of interest.

Review and sign the engagement letter

Please review the terms of our engagement and sign the contract to officially retain our services.

Complete the conflict of interest questionnaire

Provide the names of opposing parties or related entities so we can ensure there is no conflict of interest before proceeding.

No due date Complete form

Verify your identity

Upload a copy of your government-issued ID and a recent utility bill to comply with our identity verification requirements.

Run internal conflict check

Review the submitted questionnaire and run a formal conflict check in the firm database.

No due date Any team member

Tasks can be for the clients being onboarded, or for the team

Information gathering

Next, we need to understand the specifics of your legal matter so we can begin building your case file.

Complete the initial intake form

Fill out the intake questionnaire with the basic facts, dates, and details surrounding your legal matter.

No due date Complete form

Upload relevant documents

Securely upload any contracts, correspondence, or evidence related to your case to our secure client portal.

No due date Upload documents

Set up the client file

Create the new client workspace in the practice management system and organize the uploaded documents.

No due date Any team member

Strategy and kickoff

With the paperwork and facts in hand, we are ready to meet and discuss our legal strategy.

Schedule the kickoff consultation

Choose a time on our calendar for your initial strategy session with your lead attorney.

Prepare for the consultation

Review the intake form and uploaded documents to prepare for the client consultation.

No due date Any team member

Attend kickoff consultation

Meet with our legal team to discuss your case strategy, next steps, and expected timelines.

No due date

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Efficient & compliant client onboarding for law firms

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the law firm client onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this law firm client onboarding onboarding template for?

If you run a team that needs to onboard clients then the law firm client onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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