Flagship workbook
ClientFlow™ Legal
Most usedA repeatable intake and onboarding system for solo attorneys and boutique firms.
$97
28 pages · Editable workbook + checklists (instant download)
ClientFlow™ Legal adapts a five-stage onboarding framework to the administrative realities of a law office. Use it as a repeatable checklist and customize every field to your firm’s policies, technology, and attorney direction.
Built for the designated case-management, calendaring, document-storage, payment, and communication systems you already use — Clio included. It is an organizational resource, not a substitute for attorney judgment.
Included
- Quick-start guide and the 5-step process
- Master New Client Onboarding Checklist
- Prospective Client Intake Form
- Matter Details & Administrative Needs worksheet
- Client & Matter Information Sheet
- Brandable welcome page
- Engagement & Payment Administrative Tracker
- New Matter Kickoff Worksheet
- Client Goals & Priorities capture sheet
- Matter Scope & Administrative Responsibilities
- Timeline & Milestones planner
- Client Communication Plan
- Documents, Access & Records Checklist
- Attorney Review & Client Communication log
- Internal Handoff & Records sheet
- Onboarding Completion Checklist
Bonus
- New inquiry response scripts (with UPL boundary language)
- 15-minute discovery call administrative checklist
- Task priority matrix (Urgent / High / Standard)
- File naming guide
- Matter folder architecture
- Quality-control checklist
- Billing & payment checklist
- Client feedback form
- Secure communication checklist
- UPL & professional boundaries language
