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Client onboarding

Client Onboarding Checklist for Law Firm Organizations*

*Section 1: Initial Client Engagement**

Conduct initial client consultation

Confirm conflict check has been performed

Assess legal needs and objectives

Determine client's budget and fee arrangement

Agree on scope of representation

Obtain signed engagement letter or agreement

Collect client's contact information

*Section 2: Gathering Client Information**

Request and collect all relevant documents and information from the client

Obtain identification documents as required by law

Retrieve any existing legal files related to the matter

Conduct research on the client's case or legal issue if necessary

Review and analyze the obtained information

*Section 3: Setting Up Client's File**

Create a physical or electronic file for the client

Assign a unique client file number

Organize and label all collected documents appropriately

Establish a file structure for easy access and retrieval

*Section 4: Communication and Case Management**

Discuss preferred communication channels with the client

Set up regular communication schedule

Establish internal communication protocols within the firm

Assign responsible attorney(s) and support staff for the case

Schedule regular case review meetings

Implement a case management system to track progress and deadlines

*Section 5: Client Billing and Invoicing**

Set up billing arrangements and procedures

Determine billing rates and fee structure

Create a billing schedule and establish payment terms

Ensure client understands the billing process and fee expectations

Issue initial invoice or retainer request

*Section 6: Introduce Client to Firm's Policies and Procedures**

Provide client with a copy of the firm's policies and procedures

Discuss client's responsibilities and obligations

Explain the firm's confidentiality and data protection measures

Inform client about the firm's conflict of interest policy

Review any applicable client rights and responsibilities

*Section 7: Additional Considerations**

Notify the client of any potential risks or limitations of the legal process

Inform client about any relevant deadlines or statutes of limitations

Discuss potential case outcomes and manage client expectations

Secure necessary client authorizations or consents for legal actions

Provide client with information regarding available alternative dispute resolution methods

Note: This checklist is intended as a general guide and may vary depending on the specific requirements and practices of each law firm.

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