Start with a controlled pilot
Pilot
Start with a controlled pilot
You do not need to change your entire onboarding operation immediately. Begin with an agreed number of files, one team or a specific matter type. We will use the pilot to test the workflow, gather feedback and identify measurable improvements before discussing a wider rollout.
What a pilot includes
- Agreed scope
- Defined responsibilities
- Controlled file volume
- Regular progress reviews
- End-of-pilot feedback
- No assumption of a long-term commitment
How it works
From discovery to ongoing support
- 1
Discovery
We discuss your current process, matter volumes, systems and onboarding challenges.
- 2
Workflow design
We agree the tasks, communications, escalation points and reporting requirements.
- 3
Secure setup
Access, data-handling arrangements, templates and authorised contacts are established.
- 4
Pilot
The service begins with a controlled number of matters so the process can be reviewed.
- 5
Ongoing support
Following the pilot, the service can be refined and scaled according to your firm’s requirements.
Benefits
What better onboarding could mean for your firm
- More fee-earner time available for legal work
- Faster collection of required client information
- Fewer repetitive administrative follow-ups
- A clearer and more professional client journey
- Better visibility of every onboarding file
- Consistent processes across the team
- Flexible capacity as instruction levels change
- Clear escalation of incomplete or unusual cases
Let’s review your onboarding process
Book a short discovery call to discuss your current process and whether a controlled pilot would be suitable.