Lead Tracking & Onboarding packages for your law firm

Our founder, Kellie, has been helping law firms to work more effectively, with better onboarding processes, for over 20 years.

We know from experience, that onboarding a new client is one of your firm’s most critical client-facing processes. From a lead entering your funnel to them signing your Client Care Agreement, you want to make a great first impression and that’s where we can help…

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Is your sales funnel and onboarding process causing you stress…?

  • Are you losing track of hot leads?
  • Are your onboarding practices inconsistent, with no clear direction?
  • Does onboarding take you away from more valuable fee-earning work?
  • Are you confused, frustrated and overwhelmed by all the different onboarding options and tools out there?
  • Do you worry that your clients aren’t receiving that premium customer experience?
  • Perhaps you have a process in place, but without templates and defined communication points, your team aren’t clear on their responsibilities?
  • Maybe you need an external perspective to help make sense of your onboarding processes and make them more effective and seamless?

If you’ve answered yes to any of these questions then my lead tracking and onboarding packages can help.

Onboarding packages for your law firm

Onboarding with Clio – the legal CRM

We’ve developed three onboarding packages that use Clio to help you audit, streamline and document your new client processes. From lead to contract, we’ll help you to create a premium onboarding experience that utilises Clio’s advanced functions and features.

 

Why we use Clio

We think Clio is a fantastic CRM tool. It’s designed specifically for the legal sector and can help automate and streamline many of the processes associated with client work in law firms. Kellie is an official Affiliate Partner of Clio and uses her in-depth knowledge of the tool to help our legal clients with their onboarding processes.

 

CLIO GROW AND CLIO MANAGE – A QUICK OVERVIEW

Clio contains two products: Clio Grow and Clio Manage.

Clio Grow is centred on client intake and CRM. It’s designed to make onboarding new clients simple and efficient.
Clio Manage helps you to manage existing client relationships and is a powerful tool for case management.

For more on Clio, and to discover the kinds of tasks Clio could help with, check out our resources page.

Create an onboarding process your clients and colleagues will love…

To help your law firm create a premium onboarding experience, we offer three packages focused on tracking your leads, taking them through the sales funnel and into the onboarding process where they will convert into paying clients:

Optimal Onboarding Audit – A critical deep dive into your existing onboarding process and the creation of a bespoke action plan to make improvements.

Clio Grow Basic Build – Set-up of your pipeline in Clio Grow so that you can track new leads and creation of a new workflow incorporating your company forms, documents and email templates.

Clio Grow Big Build – Everything from the basic build, plus additional forms, documents and workflows, a comprehensive process document and website contact form integration.
 
 

What to expect when working with us…

We’ll provide you with in-depth one-to-one support tailored to your business’ and clients’ needs. We’ll look at the problems you face and how you could streamline your business processes and operate more effectively. By using Clio Grow we can create a consistent and professional pipeline and onboarding process that can be used with all new and future clients.

Find out more about each package below…

What is the Optimal Onboarding Audit?


You want an onboarding process that is designed to build trust, establish a solid relationship and encourage loyalty with your new clients.

The Optimal Onboarding Audit helps you to thoroughly map out your onboarding process and understand where improvements could be made.

The Onboarding Audit will help to identify:

  • where you are right now with your onboarding and where you would like to be;
  • the key communication points for the client and your team;
  • responsibilities and roles of all team members involved in onboarding;
  • the legal requirements needed such as KYC and AML;
  • whether you’re completing conflict checks;
  • the various touch points needed throughout the onboarding journey;
  • what templates are needed;
  • the automation tools that will help to streamline the process for a better client experience;
  • and the expectations and boundaries for you and your firm.

What’s included?

  • A critical review of the current situation and your goals (initial form/ questionnaire)
  • A 60-90 minute Zoom session to audit your current client journey and provide recommendations.
  • A bespoke action plan with recommendations.
  • One week of email support.
  • A short final check-in call (15 minutes) to see how you have got on with implementing the action plan and answer any final questions.

Price: £249 + VAT

What is the Clio Grow Basic Build?

This package is ideal if you’re new to Clio Grow or aren’t using it to its full potential. I’ll help you to get your pipeline set up in Clio Grow and turn your onboarding process into a functional and efficient workflow.

After doing an audit on your current onboarding process, we’ll create a workflow that incorporates your company forms, documents and email templates, together with schedulers and tasks so that you can tick each task off your onboarding process as you welcome a new client into your firm.

What’s included?

  • An Onboarding audit of your current processes (see Optimal Onboarding Audit tab for details)
  • 1 client data capture form – this will be auto-populated into Clio reducing data inputting and saving time
  • 2 documents e.g. Engagement letters or Client Care Agreements for either fixed fee, hourly rate or retainer clients
  • 1 workflow (up to 8 items). This can cover different practice areas or be used for fixed fee, hourly rate or retainer client work
  • Connecting calendars and setting up appointments
  • Set-up of client pipeline
  • A flow diagram outlining key processes
  • 3 x 1-hour zoom calls
  • Full system testing
  • 2 week email support following the build

Price £649 + VAT

Discounted price of £499 if you have already purchased the optimal onboarding audit.

Optional extras

The following extras and additional items are also available (all inc VAT):

Forms = £75
Documents = £45
Email templates = £25
Workflows = £99
Process document = £199
Loom video = £75
Zoom calls = £75

What is the Clio Grow Big Build?

The Big Build package is for law firms looking to take their onboarding processes to the next level. It includes everything from the Basic Build, but with additional forms and documents to create a more tailored and in-depth onboarding process.

This package also includes a comprehensive process document with step-by-step instructions on how to use Clio Grow and your new onboarding process. This is perfect for sharing with new joiners to the firm and for ensuring your whole team understands your onboarding process.

We will also liaise with your web developer to create a contact form for your website so that leads come straight into your Clio Grow workflow.

What’s included?

  • An Onboarding audit of your current processes (see Optimal Onboarding Audit tab for details)
  • 2 client data capture forms – these will be auto-populated into Clio reducing data inputting and saving time
  • 3 documents e.g. Engagement letters or Client Care Agreements for either fixed fee, hourly rate or retainer clients
  • 3 workflows. These can cover different practice areas or be used for fixed fee, hourly rate or retainer client work
  • Connecting calendars and setting up appointments
  • Set-up of client pipeline
  • A flow diagram outlining key processes
  • A comprehensive process document
  • 5 x 1-hour zoom calls
  • Full system testing
  • 2 week email support following the build

Price £949 + VAT

Discounted price of £799 if you have already purchased the optimal onboarding audit.

Optional Extras

The following extras and additional items are also available (all inc VAT):

Forms = £75
Documents = £45
Email templates = £25
Workflows = £99
Process Document = £199
Loom Video = £75
Zoom calls = £75

ARE YOU READY TO CREATE A SEAMLESS ONBOARDING PROCESS AND GIVE YOUR CLIENTS A PREMIUM CUSTOMER EXPERIENCE?

Why work with us on your onboarding processes?

Our founder, Kellie, has worked with lawyers for over 20 years, supporting them with all aspects of the client intake journey. Kellie knows what’s needed when onboarding a client and the touch points required to ensure that every client receives the premium experience they deserve, especially when working with you for the first time. She has used this knowledge and expertise to create these three bespoke packages, tailored specifically to the legal sector.

Client experience plays a big part in retaining new clients and having them recommend you to other firms. The onboarding process is the best opportunity to start your new client relationship off right and with our experience, we can help you to make a great first impression.

Having a seamless onboarding process in place really does help to keep things on track whilst saving time and reducing the workload for all involved. We’re passionate about helping law firms to plan and deliver a proper onboarding process so that everyone is clear on who is doing what. Creating templates also takes away the stress and frustration of not knowing what information to send and documenting the entire process will help other people in your team.

Get started today!

Optimal Onboarding Audit

CONTACT Kellie for a free 30 minute consultation call

If you’re running at full capacity and could do with more hours in your day then please get in touch – I’d love to hear from you.