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NEW-CLIENT ONBOARDING · Workflow idea

Give every new client a thoughtful, reviewed start.

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.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A confirmed signed client
Produces
A tracked onboarding record with folder status, assigned follow-up tasks, and a kickoff message sent only when permitted and approved.
Category
People & hiring

01 / The starting point

A clear request.
A useful direction.

A 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.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Organizes confirmed new-client details into a matter folder structure, follow-up tasks, a tracked onboarding record, and a weekly internal summary.

  1. Start from confirmed client details

    Use the client name, email, matter, practice area, and responsible attorney from the firm’s signed-client record.

  2. Prepare the matter workspace

    Create the selected top-level matter folder and standard subfolders, and record whether folder setup succeeded.

  3. Prepare a kickoff message for review

    Build a welcome message with the firm’s approved scheduling information and pass it through the configured communication review.

  4. Respect the communication decision

    Send the kickoff only when the guardrail approves it and the client has not opted out; otherwise leave it unsent.

  5. Organize onboarding follow-ups

    Create the configured follow-up tasks with their assigned owners and due dates for the matter.

  6. Keep the team informed

    Record onboarding progress and folder issues, then share a weekly summary with the internal recipients.

03 / The result

Something useful.
Something to build on.

A tracked onboarding record with folder status, assigned follow-up tasks, and a kickoff message sent only when permitted and approved.

AmbactiWorkflow folio · 6 steps

Coordinate approved new-client onboarding

People & hiring · Example outcome

The handoff

A tracked onboarding record with folder status, assigned follow-up tasks, and a kickoff message sent only when permitted and approved.

Keep in mind

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.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

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.

Choose the matter folder structure

Set the parent folder and the approved subfolders your team wants prepared for each new matter.

Set up approved onboarding tasks

Choose follow-up tasks, owners, and due-date offsets that match your firm’s onboarding process.

Define kickoff review and reporting

Connect the firm’s approved communication guardrail, honor opt-outs, and select recipients for weekly onboarding summaries.

Put your next idea to work.

Start with your brief. Make the process your own.

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