Why digitising your client onboarding is important
Digital onboarding of legal customers offers enhanced efficiency, convenience, and cost savings. By eliminating manual paperwork and allowing clients to engage remotely, firms save time and resources while expanding geographical reach. Data accuracy and security improve, minimising errors and compliance issues. The modern, user-friendly experience enhances client impressions and accelerates engagement, crucial in urgent legal matters. Digital onboarding provides valuable insights for marketing and adapting to client preferences. Embracing technology showcases your firm's innovation and sustainability efforts. This approach cultivates a competitive edge, attracting clients who value convenience and up-to-date processes. Maintaining a balance between technology and personal interaction is crucial for delivering a comprehensive client experience.
The Opportunities module helps to manage converted enquiries into paying clients. The software works in conjunction with your client and Access Legal Case Management to help streamline the intake process from capturing initial enquiries, scheduling follow-ups, collecting data, verifying details and signing contracts. Take your clients from initial enquiry to opening a case with ease.
What you can do to digitise your client onboarding
The Opportunities solution integrates seamlessly with Web Quote and the Client Portal. Easily capture data, share client care letters for e-signatures, receive identification documents, and share updates within one centralised platform.
The Opportunities Stats dashboard provides daily, weekly, monthly and yearly statistics on open, accepted, pending, rejected and not yet accepted opportunities.
Create a workflow for prospective clients that includes letters, forms, and attendance notes, all of which can be sent via the system and time recorded on a prospect matter. If the prospect is accepted as a live matter, all documents and time records will be automatically transferred to the live matter. This will enable fee earners to accurately charge for their time on the case, including the time spent when the client was still a prospective client.
Review your onboarding documentation in Access Legal Case Management to enhance efficiency, ensure compliance, and standardise templates. Remove non-compliant, outdated, or duplicated documents to streamline document management and maintain an organised system. Keeping documentation up to date promotes consistency, professionalism, and the highest standards of accuracy and compliance.
Schedule regular reviews of the onboarding workflow processes to identify areas for improvement. Start by understanding the existing processes and defining objectives. Identify bottlenecks and pain points, then prioritise improvement opportunities based on impact and feasibility. Develop a detailed improvement plan with clear objectives, action steps, and timelines. Implement changes and monitor their impact while fostering a culture of continuous improvement. Periodically reassess and adjust the processes to adapt to changing business needs or changes in the law.
How to digitise your client onboarding
Access our resources for guidance on how to digitise your client onboarding:
Use your Flexpoints to set up the Opportunities Module.
Use My Legal Space to easily capture data, share client care letters, and receive documentation and updates.
Access our advanced training courses.