New Client Intake and Onboarding Process Flowchart
Use our template to document your process and identify ways to improve your client experience.
What does your new client onboarding process look like?
Implementing SimplyConvert’s chatbot to intake new clients through your website is a significant first step towards becoming a more client-centered law firm. But to ensure you’re making a great first impression when it comes to new clients, you need to take the time to look at your entire intake process from start to finish.
We've included all the client intake steps that the SimplyConvert platform handles for you in our New Client Intake and Onboarding Process Flowchart. Simply add the steps that your firm takes after a new client signs. Once your process is documented, examine each step through the lens of a new client. You can use the questions below to get started with this exercise:
- Look at how much time passes between a client signing your retainer agreement and the first live conversation with you or another member of your firm. What can you do to shorten that timeframe?
- Look carefully at the language in your written communication and ask yourself whether it’s understandable. Does it contain legal jargon that the average client wouldn’t understand?
- Look at the overall process. What steps should you add or eliminate to improve your client experience?
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