Enterprise DNA

Onboarding · Live demo

New client onboarding: identity checks and engagement letter

Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.

EmailWeb chatYour data Answers from your dataSummariesIntegrationsHuman handoff
Live demo

Talk to Nina at Bramblegate Law Group

Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

A new matter can't start until the conflict check, identity documents and signed engagement letter are all in. Chasing them falls between the partner and the onboarding team, and a keen new client waits days for work to begin.

How it works

  1. Sends each new client a short list of what the firm needs before work starts
  2. Explains why the identity checks are needed, in plain words
  3. Sends a secure upload link and never accepts ID by email or chat
  4. Tracks the conflict check, documents, engagement letter and retainer in one record
  5. Passes questions about scope, rates or terms to the responsible partner
  6. Tells the partner and the onboarding team the moment a matter is ready to open

What it connects to

  • Practice management system
  • Conflict check database
  • Secure client portal
  • E-signature
  • Email
Sample email thread
  1. ClientHi, we got your engagement letter for the Newark acquisition. Our CEO wants to know why you need a list of our owners and her ID.
  2. AgentHi Tom, thanks for coming back to us. Before any new matter starts, we confirm who the client is and who owns or controls it. For Castellane Logistics that means anyone owning 25% or more, plus photo ID for Mira as the person signing the letter.
  3. ClientOK. Can I just email them to you?
  4. AgentPlease don't send ID by email. I've sent you a secure upload link for the owner list and Mira's ID. Once they're in and the letter is signed, Andrew's team can start.
  5. ClientOne more thing. There's no cap on the due diligence fees. Can you add one?
  6. AgentFee terms are Andrew Whitcombe's call, so I've passed your question to him with the letter attached. He'll come back to you today.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

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