New Client Onboarding Kit

Move New Clients Into Organized, Streamlined Case Processing

This plug-and-play onboarding system gives you everything you need to welcome new clients, collect essential data, and prepare Social Security Disability cases for success. Built by a practicing disability attorney, this kit is structured, tech-integrated, and ready for your team (or VA) to run with.

✅ What’s Inside:

• Full 4-part onboarding SOP, from confirmation to case readiness
• Script and flow for the 45-minute onboarding call
• Representation form workflow using Clio (mail + e-sign options)
• Medical onboarding conference process, with training video + questionnaire
• Medical provider list generation system
• Client education and app setup guidance (Clio for Clients)
• Task list + CMS (Clio) setup instructions to prep the case for action
• Internal video training + walkthrough resource links

🔧 Tools Covered:

Clio • Clio for Clients • Calendly • Google Docs/Drive

👩‍⚖️ Who This Kit Is For:

• Solo attorneys onboarding remotely
• Disability firms scaling with admin support or VAs
• Legal teams standardizing their case intake-to-action process
• Anyone tired of missed info, follow-up chaos, or awkward client handoffs

💬 Why This Kit Works:

This isn’t just a checklist. It’s the exact onboarding system used in a fully virtual law firm that handles SSDI cases daily—with the scripts, tasks, tools, and workflows already built in.