Work in progress
Legal Services

Your attorneys should be practicing law, not chasing intake forms

Manual client intake, paper retainer agreements, and email-based conflict checks are costing your firm billable hours every week. Onboarding Express automates the entire new matter workflow — from first inquiry to signed retainer — so your team starts work, not paperwork.

Get Started Security & Compliance
SOC 2 Type II
ESIGN & UETA
Voice Sign
Matter #2847 — Chen LLC
Employment Law · New Matter
Active
Matter progress 4 of 4 complete
47 min total
Client intake submitted
24 fields · mobile · 8 min
09:14
Conflict check initiated
3 parties · routed to J. Hartwell
09:14
Retainer sent and signed
ESIGN compliant · audit trail sealed
10:01
Matter activated
Team notified · file complete
10:01
Matter opened 47 minutes after first contact. Without Onboarding Express: 3–7 days.

The Problem

Where a new matter loses a week before the work even starts

Every step between a signed retainer and a client's first call is a step that currently runs on email, PDFs, and manual follow-up. Here's where firms lose the most time.

01 Avg. 1–2 days lost

The intake questionnaire

A PDF is emailed. The client prints it, fills it by hand, scans it back — if they do it at all. Your team re-keys the data. Fields are missing. A follow-up email goes out. Days pass.

02 Avg. 2–3 days lost

The conflict check

Intake data is incomplete so the conflict check runs on partial information. Adverse parties are missing. The check has to be re-run. The matter sits in limbo while your team waits for clearance.

03 Avg. 3–7 days lost

The retainer agreement

A Word document goes out via email. The client prints, signs, scans, and sends back — maybe. In the meantime your firm's liability is uncovered and work hasn't started. You're exposed.

Use Cases

Every workflow from first inquiry to active matter

Configurable for any practice area. No code required. Your team sets it up, your clients complete it from any device.

01

New Client & Matter Intake

A structured intake form that captures everything your team needs before the matter is opened — client background, matter type, opposing parties, and all information required for a complete conflict check.

Client background and authorized contacts
Matter type and practice area routing
Opposing parties and adverse interests
Billing preferences and referral source
02

Retainer & Engagement Signing

Send retainer agreements and fee arrangements digitally. Clients sign from any device the same day. Every signature is ESIGN and UETA compliant with a tamper-evident record that holds up in any dispute.

Hourly, flat fee, and contingency templates
Multi-signer support for joint representation
Voice Sign biometric authentication
Sealed, exportable audit trail on completion
03

Conflict Check Data Collection

Structured intake captures all parties, adverse interests, and related entities at the outset — giving your conflict check process complete, consistent data every time, with a timestamped record of when the check was initiated.

All adverse parties captured at intake
Corporate affiliates and related entities
Timestamped check initiation on record
Routing to responsible attorney for clearance
04

Document Collection & Authorization

Structured checklists tell clients exactly what to provide. Automated reminders handle the follow-up. Your team is notified the moment every document is in — no manual tracking required.

ID verification and document uploads
Prior counsel records and transfer auth
Automated reminders until checklist complete
Practice area-specific document templates
05

Annual Retainer Renewal

Re-engage ongoing clients with an automated renewal — updated retainer terms, refreshed conflict check, and re-executed authorization forms — completed before the matter renews.

Updated terms with e-signature execution
Refreshed conflict check with current parties
Updated billing and payment authorization
Complete renewal audit trail retained

Results

What firms report after automating their new matter workflow

See It In Action
Time to signed retainer
3–7 days Same day
Time spent on intake admin
Hours/week 65% less
Scope disputes without a signed record
Unresolvable Zero
Conflict check data completeness
Inconsistent 100%

Get Started

See your new matter workflow running end-to-end

Tell us about your firm and how matters are opened today. A specialist will walk you through how Onboarding Express replaces your current intake process — from conflict check to signed retainer — tailored to your practice area.

Request a Walkthrough View Products & Pricing
SOC 2 Type II
ESIGN & UETA
Voice Sign
1-Day Response