Example: New Client Intake
Onboarding new clients is a process every lawyer understands well, no matter your specialization. Now, you’ll see exactly how simple Lawyaw makes new client intake and clearly demonstrates why legal professionals have used our solution to create more than one million documents.
Step One: Send a new client questionnaire
(Example of a New Client Questionnaire created in Lawyaw)
With Lawyaw, it’s simple to create a client questionnaire form which asks your clients for all necessary contact details you’ll need for their client profile. Once your form is finished, you’ll be able to copy/paste the link to send to every new client you’re onboarding. Each time a client fills out the form, you’ll be able to give it a once over to check for accuracy, misspellings and other common errors.
After you review the information, the client data populates directly into the documents you've selected.
Step Two: Generate, edit and send the fee agreement
(Generating a fee agreement and setting up e-sign in about 30 seconds)
After you capture client data, it’s always available to add to any document you choose. It’s all automatically inserted after you choose the form or template and select the client in your Lawyaw dashboard.
One document that is common to most law offices is the fee agreement. After you add your fee agreement template, simply choose it and assign the client, by name. Lawyaw then adds all relevant client data directly to a draft copy of your fee agreement template. All inputs are highlighted for you to quickly check and edit, if necessary. Now the document is ready to generate.
There are two different ways to generate documents:
- Download: To either print or email to the client
- Allow for electronic signature: Easily add e-signature spaces for clients to sign documents as soon as they receive them.
Step Three: Begin generating all other necessary documents
Once the client has signed the fee agreement, you can immediately begin generating all relevant forms and documents pertaining to the case. All generated documents can be organized into different projects, for easier workflow and file structure. It’s also simple to create multiple projects for recurring clients or cases with more complex legal issues.