Taking the next steps on your client onboarding journey

Lawyers need digital onboarding now because clients’ expectations of easier digital transactions and communications ramped up during the lockdowns – and because we see now that working digitally can radically improve efficiency of our operations and productivity. Based on my experience as a user of legal services, it’s a must have.

We fared relatively well during the lockdowns and most law firms managed to implement working from home successfully, with much done out of necessity for immediate results. For many, there wasn’t a lot of long-term strategic thinking or planning. Some things just had to get done, with digital onboarding remarkably high on that agenda.

The 7 Steps identified here are for you if you want to build on what your practice, other firms and suppliers have learned from their experience of digital onboarding so far. There is an opportunity now to build on that, if you are:

Stepping up to a more appropriate solution to better match your objectives and understanding of what is possible now, which may well have changed; or
Refining what you’ve got or expanding use of the tools available to cover more of the process and other areas of work; or
Getting started for the first time.

Read about the 7 Steps and Why in this article by Allan Carton and Frank Manning in the Internet Newsletter for Lawyers >>

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