Key Questions to Ask About Present Onboarding PracticesYou likely have an onboarding solution of some kind, even if it doesn't involve modern legal software options. The question is: does what you do right now really work, or is there room for improvement? One of the best ways to determine this is to ask a few key questions, such as:
- How Long Has it Been Since You've Updated the Process?
- What Does a Strong Client Onboarding Process Look Like?
- How does Legal Software Optimise the Onboarding Process?
- Are You Keeping Records on the Onboarding Process to Inform Upgrades?
- How do you track conversions from new enquiries?
How Long Has it Been Since You've Updated Your Client Onboarding Process?
What Does a Strong Client Onboarding Process Look Like?
How Does Legal Software Optimise the Onboarding Process?
Software designed for client onboarding makes workflow management less complex. Many modern legal software options incorporate a cloud element that allows information to be accessed wherever a secure Internet connection can be found.
The management of new client enquiries is a clear area where legal software can transform the onboarding process.
Take LawMaster client, Hynes Legal, as an example. Prior to upgrading to LawMaster, Hynes Legal was managing new enquiries manually through their administration team. Website and phone enquiries were manually documented and emailed to the relevant lawyer to compile a manual quote. As many of these enquiries were similar in nature, this proved to be an unnecessarily time-consuming and repetitive process.
With LawMaster however, Hynes was able to deliver automated responses to new enquiries and distribute automated quotes and associated documents internally. This translated to a conversion rate for new enquiries above 90%.