FirmOps · Intake & portal
Onboarding
Law firm client onboarding without the phone tag
Client onboarding is where retainers die: missing signatures, unpaid fees, incomplete facts, and staff stuck chasing. FirmOps automates the packet while a human still owns conflicts, fit, and release.
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 Marketing and FirmBrain
Marketing fills the top of the funnel. Intake & portal finishes the handoff. The firm brain reads what stalled so staff do not hunt in email.
See it on a 15-minute live demo
Bring one bottleneck. We will map where the firm brain, marketing, or intake layer fits — and what stays human.
Book a 15-minute live demo