Client Onboarding System for Boutique Law Firm

Hartley & AssociatesPublished May 27, 2026

The Challenge

New client intake involved a chain of emails, phone calls, and paper forms. Partners were spending 45 minutes per new client just on admin — sending engagement letters, collecting documents, scheduling the initial consult. Clients would drop off mid-process because it felt clunky and slow.

The Solution

We designed a self-service onboarding flow. New clients receive a single link that walks them through an Airtable form (intake questions), Calendly booking (initial consult), and DocuSign (engagement letter). Zapier ties it together — each step triggers the next automatically, and the firm gets a Slack notification when a client completes the full sequence.