{"id":1337,"date":"2015-12-01T23:15:32","date_gmt":"2015-12-01T23:15:32","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-for-criminal-law-firms\/"},"modified":"2026-01-16T02:08:02","modified_gmt":"2026-01-16T02:08:02","slug":"client-onboarding-for-criminal-law-firms","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-for-criminal-law-firms\/","title":{"rendered":"Client Onboarding for Criminal Law Firms"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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Having a uniform client onboarding process for your criminal law firm makes life easier for both you and your client. It also helps avoid malpractice lawsuits, which, according to LexisNexis<\/a>, have a 4-17 percent chance of happening each year.<\/p>\n

Unlike some lines of work, compliance is one of the biggest issues at hand when taking on a new client. Having a solid process ensures you eliminate as many issues as possible that endanger your ability to perform your duty to your client.<\/p>\n

This checklist is designed to automate as much of that workflow as possible, saving you time and money, and allowing you to focus your energy on solving your client's problem and delivering excellent service.<\/p>\n

You can now complete your tasks, approvals<\/a>, and workflow runs without having to leave Microsoft Teams<\/a>!<\/p>\n

When notifications are triggered through our notification app, you can click the links to be taken to your Inbox within the app, as shown above.<\/p>\n

You can download our app through the Microsoft app store<\/a> or add it straight into Teams<\/a> if you\u2019re already signed in.<\/p>\n

Learn more about our app for Microsoft Teams<\/a>.<\/p>\n

Go here <\/a>to discover more ways to use integrations and automations.<\/p>\n <\/div>\n<\/section>\n

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Compliance:<\/h2>\n<\/section>\n
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Collect basic client information<\/h2>\n
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First things first, you need to record some basic information about your new client<\/strong>.<\/strong><\/p>\n

Set this checklist up to automatically fill information from your CRM<\/a> using Process Street integrations<\/a>.<\/p>\n

Make sure the form fields below are completed<\/strong>, either manually or with an automation that lifts the data from your CRM.<\/span><\/p>\n <\/div>\n

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