Client Experience

Client Intake and Onboarding Kit for Lawyers

Take on every new client the same careful way. Intake form, conflict check sheet, welcome messages and a 7-day onboarding checklist for your chambers.

What's inside

Client intake form (Word)
Conflict check sheet (Word)
First 7 days onboarding checklist (Word)
Welcome messages for WhatsApp and email (Word)
"What happens next" client explainer (Word)
Client data use notice (Word)
Read-me guide with filled-in examples

Who it's for

Solo lawyers and small firms
Chambers where a secretary handles new clients
Lawyers moving from paper files to a consistent process

Client Experience
Client Feedback and Review Request Kit
Learn what clients really think and, where your rules allow, collect reviews. Short feedback forms, request scripts and a way to act on what you hear.
₦650
Client Experience
Client Onboarding Kit for Coaches and Consultants
Start every engagement with clear goals, scope and expectations. Intake questionnaire, scope sheet, welcome messages and a first-week onboarding checklist.
₦1,500
Client Experience
Patient Registration and Onboarding Kit for Clinics
Give every new patient a smooth, professional first visit. Registration and history forms, data consent wording, welcome messages and a first-visit checklist.
₦1,500

Client Intake and Onboarding Kit for Lawyers

What's inside

Who it's for

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