Illustrative idea · CLIENT EXPERIENCE
Prepare a reviewed client welcome
Coordinate a clear first message and next steps after a new client’s engagement is confirmed.
Give every new client a thoughtful, reviewed start.
Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.
Use confirmed client and matter details to organize the working folder, prepare follow-up tasks, and share a kickoff message only when the firm’s communication checks approve it.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
A confirmed signed clientA client and matter record marked signed by the firm
“Prepare the matter workspace, approved onboarding follow-ups, and a client kickoff message. Respect opt-outs and send the message only when the firm’s guardrail approves it.”
Work through the request.
Clear tasks, with review where it matters.
- Start from confirmed client details
- Prepare the matter workspace
- Prepare a kickoff message for review
A tracked onboarding record with folder status, assigned follow-up tasks, and a kickoff message sent only when permitted and approved.
What this workflow could do
Organizes confirmed new-client details into a matter folder structure, follow-up tasks, a tracked onboarding record, and a weekly internal summary.
Review points proposed in this idea
A kickoff message is not sent when the client has opted out or the firm’s guardrail does not approve it. Folder or task setup does not replace staff review of the client and matter details.
How the idea could work
Select an illustrative task to explore its proposed role. No workflow runs here.
-
Use the client name, email, matter, practice area, and responsible attorney from the firm’s signed-client record.
-
Create the selected top-level matter folder and standard subfolders, and record whether folder setup succeeded.
-
Build a welcome message with the firm’s approved scheduling information and pass it through the configured communication review.
-
Send the kickoff only when the guardrail approves it and the client has not opted out; otherwise leave it unsent.
-
Create the configured follow-up tasks with their assigned owners and due dates for the matter.
-
Record onboarding progress and folder issues, then share a weekly summary with the internal recipients.
Step 1 of 6
Start from confirmed client details
Use the client name, email, matter, practice area, and responsible attorney from the firm’s signed-client record.
Proposed setup considerations
These are planning notes for the concept, not instructions for a currently available template.
- 01
Confirm the signed-client intake
Choose the source of confirmed client and matter details, and make sure the responsible attorney and contact information are available.
- 02
Choose the matter folder structure
Set the parent folder and the approved subfolders your team wants prepared for each new matter.
- 03
Set up approved onboarding tasks
Choose follow-up tasks, owners, and due-date offsets that match your firm’s onboarding process.
- 04
Define kickoff review and reporting
Connect the firm’s approved communication guardrail, honor opt-outs, and select recipients for weekly onboarding summaries.
Read the prelaunch status
Published templates and verified customer availability remain pending.
A little help with the whole task
A little less busywork.
A little less busywork.
A little more room for you.
Explore the sample experience while launch details are being finalized.
View pricing status Explore the simulation