A great onboarding experience sets the tone for your entire attorney-client relationship. Here's how to start clients off right.
The Onboarding Checklist
- Invite client to the Quilia app
- Set up automated welcome message
- Send personalized introduction
- Request initial documents
- Explain app features
- Set communication expectations
Welcome Message Setup
Your automated welcome message should:
- Thank them for choosing your firm
- Introduce the Quilia app and its benefits
- Outline immediate next steps
- Set expectations for communication
Day 1-3 Messages
Day 1: Introduction
"Welcome, {{firstName}}! I'm [Name] and I'll be working on your case. Our goal is to get you the best possible outcome. First step: please upload any accident photos and documents you have."
Day 2: App Orientation
"Quick tip: The Quilia app is your case headquarters. Use it to log pain levels, upload documents, and message us. Taking 5 minutes to explore the app will help you get the most from it."
Day 3: Check-In
"How are you doing? Remember to log your pain levels daily - this documentation is valuable for your case. Let me know if you have any questions!"
Setting Expectations
Clearly communicate:
- How often you'll be in touch
- Expected response times
- What clients should communicate about
- How long the process typically takes