Onboarding New Clients (sample initial draft)

The main goals of a client onboarding procedure would usually be to:

Make new clients feel special and feel confident that they're in good hands
Set realistic expectations about what we can accomplish and the time frame in which it can be done
Create confidence about our level of communication
Indoctrinate clients into our process of communication (train them not to burden us unreasonably in how they seek advice and help)
Take the first important steps in gathering necessary documents, information etc.

This is not a complete procedure, but rather an initial draft to show what the initial documenting/brainstorming process might look like.

1

Determine how was referred (or how they discovered us)
- Add information about the referral by looking at this document, if necessary
2

Have initial client call
- Determine how referred, if necessary (check if we collected this during the Evaluating Prospective Clients procedure)
- Have them sign the Client Engagement Agreement
- Introduce Staff (those working on matter) to client
- Set expectations
3

Gather initial documents

Use Pipefile to make the process of gathering (and reminding) much easier.
4

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Determine how was referred (or how they discovered us)