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Attorney onboarding checklist

Pre-employment

Conduct initial interview with candidate

Verify candidate's credentials, licenses, and certifications

Perform background check and reference checks

Draft and negotiate employment contract

Obtain signed offer letter and any necessary confidentiality agreements

Communicate start date, office location, and dress code to the attorney

First Day Orientation

Welcome attorney and introduce them to the team

Provide office tour and explain key facilities and resources

Issue company identification badge, keys, and any necessary access codes

Review company policies, procedures, and employee handbook

Explain benefits package, including healthcare, retirement plans, and vacation policy

Provide IT equipment, including computer, phone, and software access

Schedule initial training sessions and assign a mentor if applicable

Administrative Tasks

Collect attorney's personal information and emergency contact details

Set up attorney's email account and provide necessary login details

Set up attorney's voicemail and provide instructions on retrieving messages

Provide attorney with necessary office supplies and stationery

Assign attorney a workspace and ensure it is clean and organized

Training and Development

Provide comprehensive training on firm's case management systems

Schedule training sessions on legal research tools and databases

Schedule training sessions on specific practice areas and firm's legal specialties

Encourage attorney to attend relevant conferences, seminars, and CLE programs

Discuss opportunities for professional development and advancement within the firm

Meeting Firm's Expectations

Review attorney's job description and performance expectations

Set benchmarks and goals for the attorney's first few months

Assign initial caseload or specific projects to the attorney

Provide regular feedback and performance evaluations

Address any concerns or questions the attorney may have

Integration and Networking

Introduce attorney to other attorneys, staff members, and key clients

Encourage attorney to participate in firm-sponsored events and social activities

Facilitate networking opportunities with other legal professionals

Encourage attorney to contribute to firm's knowledge-sharing platforms, such as blogs or internal newsletters

Ongoing Support and Mentoring

Assign a mentor or senior attorney to provide guidance and support

Schedule regular check-ins with the attorney to discuss progress and challenges

Provide resources and support for professional development and continuing education

Offer opportunities for career advancement and growth within the firm

Exit Procedures

Notify attorney of firm's exit policies and procedures

Conduct an exit interview to gather feedback and insights

Facilitate a smooth transition of cases or projects to other attorneys

Collect any firm property or equipment assigned to the attorney

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