Templates
Client Onboarding
Intake Process Template (For Law Firms)
Intake Process Template (For Law Firms)
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Intake Process Template (For Law Firms)

Use this checklist whenever a new potential client inquires about working with your law firm.
1
Introduction to the Intake Process Template (For Law Firms):
2
Getting started:
3
Confirm your basic details
4
Send over an intake form
5
Provide a completed intake form link
6
Screening the client:
7
Record the client's basic information
8
Confirm what the client needs help with
9
Certify the client's identity
10
Approval: Initial approval
11
Pre-meeting:
12
Set up an initial meeting
13
Confirm the initial meeting date
14
Prepare the meeting agenda
15
During the meeting:
16
Record meeting notes
17
Post-meeting:
18
Update the CRM with meeting notes
19
Approval: Moving forward
20
Communicate the billing structure
21
Gather documents:
22
Upload the unsigned representation agreement
23
Send the representation agreement
24
Upload the signed representation agreement
25
Assess which legal documents are needed
26
Request legal documents
27
Upload the received legal documents
28
Client strategy:
29
Devise a client strategy
30
Inform the client of your strategy
31
Moving forward:
32
Confirm the immediate next steps
33
Sources:
34
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