Templates
Customer Management
Client Onboarding for Criminal Law Firms
👩‍💻

Client Onboarding for Criminal Law Firms

Run this each time you take on a new client at your criminal law firm.
1
Introduction:
2
Compliance:
3
Collect basic client information
4
Verify client identity
5
Source of funds
6
Upload representation agreement
7
Send representation agreement
8
Receive signed representation agreement
9
Inform client of your privacy policy
10
Pre-meeting:
11
Send welcome email
12
Prepare meeting agenda
13
During meeting:
14
Record meeting notes
15
Post-meeting:
16
Update CRM with meeting notes
17
Communicate billing structure to client
18
Gather documents:
19
Assess which legal documents will be needed
20
Request legal documents
21
Receive legal documents
22
Send client questionnaire
23
Receive completed questionnaire
24
Client strategy:
25
Devise a strategy
26
Inform client of your strategy
27
Update CRM with client resources
28
Scheduling:
29
Schedule future meetings with client
30
Feedback:
31
Send feedback questionnaire
32
Modify onboarding process based on feedback
33
Sources:
34
Related checklists: