Client onboarding for law firms & service providers
Connect with your clients on a new level and start offering a modern, organized, and stress-free client experience that increases referrals instead of a rushed, haphazard one.
Let NEW Marketing Solutions create a seamless onboarding process for you — from pre-screening to your first discovery meeting.
The ClientConnect Onboarding Solution equips you with a powerful resource that welcomes your client into your firm and minimizes miscommunication.
The comprehensive and custom ClientConnect Onboarding Guide outlines your firms policies, educates your clients about the process, and provides additional resources — all in easy-to-understand language so they understand the process and know what to expect.
As Clio-certified consultants, we can incorporate the Guide into your case management system, create reminders to complete forms and attend appointments, onboarding documentation, and checklists for your staff. Finally, all those little details that take your firm to the next level, but never seem to have the time for are done.
Start elevating your client experience now, and schedule your free mini-strategy session.
What is onboarding?
It's not intake or sales. Watch to learn more.
One Strategic Planning Session
Review your current client experience from end-to-end to pinpoint areas for improvement.
Custom Onboarding and Resources Guide
Clearly communicates important information to your clients to minimize misunderstands and educates your client about the process.
Incorporate pre-screening and onboarding systems into your Clio software so your clients receive automated reminders and communications.
Documentation & Training
Create onboarding checklists, documentation, and scripts so you and your staff seamlessly welcome clients into your practice stress-free.
WHAT PEOPLE SAY
NEW Marketing Solutions took my questionnaire and made it sleek, professional-looking, and easily fillable...they added an excellent explanation of how the estate planning and the probate process worked. One of my clients was very complimentary about the work Nicole and her team did.
— James Sarenteas, Attorney at Law