Client Content Approval
Time estimate: 2-10 days depending on revision rounds | Difficulty: Easy | Best for: Marketing agencies, content teams, ...
15 steps
14 automations
Professional Services Approval
Law Firm Client Onboarding
Bring new legal clients on board without missing critical compliance steps. From conflict checks to trust account setup, this template keeps you out of trouble with the bar while giving clients a professional first impression. One overlooked connection in conflicts can tank an entire matter - don't let it happen.
7 steps 3 automations
Process steps
1
Run conflict check
1 day from previous step
Form fields in this step
Client name (individual or entity) *
Related parties to check *
Known adverse parties *
Conflict check result *
Conflict check notes
2
Prepare and send engagement letter
1 day from previous step
Form fields in this step
Practice area *
Fee arrangement *
Initial retainer or flat fee amount *
Engagement letter status *
3
Set up matter in system
1 day from previous step
Form fields in this step
Matter number assigned *
Brief matter description *
Responsible attorney *
Billing attorney (if different)
Matter type for reporting *
4
Collect client documents
1 day from previous step
Form fields in this step
Documents requested from client *
Documents received *
Documents still outstanding
How were documents uploaded? *
5
Set up trust account (if applicable)
1 day from previous step
Form fields in this step
Trust account needed for this matter? *
Trust deposit amount
Date deposited
Client notified of deposit? *
6
Establish communication preferences
1 day from previous step
Form fields in this step
Primary contact method *
Best times to reach client *
Any contact restrictions?
Others authorized to receive case information
7
Conduct initial strategy session
1 day from previous step
Form fields in this step
Strategy session date *
Client objectives and priorities *
Critical deadlines (statute of limitations, filing deadlines, etc.) *
Realistic outcome expectations discussed? *
Agreed next steps *
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