Legal & Law Firms · Client Onboarding
Welcome Packet Automation
New clients are less anxious when they know what will happen next, how long things usually take, and where to send documents. This automation sends a consistent welcome packet right after engagement so the firm stops rewriting the same orientation email for every matter.
How It Works
Trigger on signed engagement
Once the client signs and pays any required retainer, the workflow starts the welcome sequence for that matter.
Assemble the packet
The system picks the correct process overview, contact instructions, portal link, and matter-specific checklist.
Send the orientation email
The client receives the packet with expectations for response times, who to contact, and what happens in the next phase.
Track delivery and questions
The workflow logs the send in the matter and alerts staff if the packet is unopened or key documents are still missing.
Tools & Platforms
Key Benefits
Gives every client the same orientation experience Reduces repetitive onboarding emails from staff Sets clearer expectations on timing and communication Improves early document return rates
In Practice
A criminal defense client signs after hours and immediately receives the firm's welcome email with next hearing expectations, how to avoid discussing the case by text, the secure portal link, and a checklist for bond paperwork and charging documents.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
Book a Free 15-Min CallNo pressure. We’ll tell you if this one is worth building first.