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 to intake that will ensure your firm is taking on the right prospects, and converting them into valuable clients.

With Clio’s Client Onboarding Checklist, you’ll be able to deliver an intake experience that doesn’t just make sense for your firm—but one that is smooth and straightforward for your clients.

In this checklist, you’ll find all of 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 are 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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