Onboarding for Law Firms
Client Intake & Onboarding for Law Firms
First impressions matter in legal. OnboardFlow provides a professional, secure intake experience that collects case details, documents, and signed retainers — automatically.
Sound familiar?
Common onboarding challenges law firms face every day.
Lengthy intake processes
New client intake involves multiple forms, calls, and document exchanges.
Confidentiality concerns
Sensitive case details shared over email create compliance risks.
Retainer agreement delays
Waiting for signed retainers delays the start of representation.
Conflict check bottlenecks
Gathering the right information for conflict checks takes too long.
What you can automate
- ✓Collect case details and background information securely
- ✓Send and collect signed retainer agreements digitally
- ✓Gather documents related to the case (contracts, correspondence)
- ✓Run conflict check questionnaires
- ✓Share firm policies, fee schedules, and communication guidelines
Built for law firms
Confidential Client Portal
Attorney-client privilege protected with enterprise-grade encryption and access controls.
Smart Intake Forms
Practice-area specific intake forms — family law, corporate, immigration, litigation, and more.
Retainer E-Signing
Clients review and sign retainer agreements from any device, with automatic countersigning.
Conflict Check Automation
Automatically collect opposing party details for conflict screening.
Modernize Your Law Firm Intake
Start your free trial — set up in under 5 minutes.
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