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Onboarding

Law firm client onboarding without the phone tag

Retainers die in the gap after the firm says yes. Missing signatures. Unpaid fees. Incomplete facts. Staff stuck chasing three vendor links. The client gets one link. The packet lives in the portal. A human still owns conflicts, fit, and release.

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The client gets one link

Onboarding is the spoke after intake says yes. Not a second scavenger hunt. Engagement letter, forms, signature, payment, then a clean write into the case system. Site and intake stay how we run the front door when you want one operator. Behind the Managed Firm Brain. Not a peer product to buy.

Phone tag

The retainer cools off.

  1. 1Email the letter
  2. 2Separate DocuSign
  3. 3Separate payment link
  4. 4Form in another tab
  5. 5Staff chase each step

Signed in one tool, unpaid in another, facts never make it to Clio.

One session

The packet is the file.

  1. 1One branded link
  2. 2Letter, forms, sign, pay
  3. 3Incomplete sessions stay in a queue
  4. 4Matter opens from that record
  5. 5Brain flags what stalled

Approval gates before sensitive sends. Humans still say yes.

Onboarding is where copy-paste starts if you let it. One link keeps the packet whole.

What onboarding should include

PieceIn the portalKeep human
Engagement letterTemplate for this practice, in the same session as the rest of the packet.Conflicts, fit, and whether the firm actually says yes.
Fee collectionPayment status visible without hunting Stripe email.Fee structure. The brain does not invent the deal.
Intake factsCaptured once. Not retyped into Clio from a PDF.Whether the facts are enough to open.
Matter openThe packet is already the file. Opening is a handoff.The open itself. Approval-gated write into the CMS.

Not a fit

Do not onboard in three inboxes.

  • Three vendor links and a staff member chasing each one
  • Opening matters from memory because the packet is in email
  • AI that decides the firm should take the case
  • A portal nobody invites the client into on day one

Related

Client portalThe file from day one. Onboarding lives there.Sign & payOne session, not DocuSign then Stripe.Intake automationThe hub: capture through open.Clio intake workflowWrite the matter from the packet, not from a retype.Managed Firm BrainReads what stalled so staff do not hunt.

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Bring the onboarding bottleneck. We will show the packet as one file, and what stays human.

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