Law firm client onboarding without the phone tag

The client gets one link

The client gets one link for the engagement packet, forms, signature, and payment. Site and intake stay how we run the front door when you want one operator — hints behind the Managed Firm Brain, not peer products to buy.

What onboarding should include

Engagement letter, fee collection, intake facts, ID or conflict prompts, and a clean write into the case system — in one supervised path.

• One client session instead of three vendor links
• Queue for incomplete or abandoned onboarding
• Templates per practice area
• Approval gates before sensitive sends

Onboarding vs intake automation

Intake automation is the hub (capture through open). Onboarding is the spoke that covers the post-decision packet: the work after the firm says yes.

Tied to the Managed Firm Brain

We also run the public site and intake when you want one operator. The firm brain reads what stalled so staff do not hunt in email. Request a demo to start.