Client onboarding
Initial Contact and Engagement
Engagement Letter and Fee Agreement
Collecting Client Information
- Create a client intake form with fields for name, address, phone number, and email
- Send the client intake form to the client via email or provide a physical copy at the office
- Follow up with the client to ensure all necessary personal information is provided
- Inform the client about the need to provide identification documents
- Request the client to provide a scanned copy or a clear photograph of their passport or driver's license
- Verify the authenticity of the provided identification documents
- Create a checklist of required supporting documents based on the specific case
- Request the client to provide any relevant documents such as contracts, emails, or invoices
- Organize and store the received supporting documents in a secure electronic file
- Inquire if the client has any previous legal documents or agreements related to the case
- Request the client to provide copies of any relevant documents, such as previous court orders or contracts
- Review and analyze the collected prior legal documents for their relevance to the current matter
Use in Manifestly