Transform How You Onboard Clients at Your Law Firm

First impressions define trust—and your onboarding process is your firm’s first big moment with a client. Yet too often, it’s slowed down by intake delays, endless emails, and document clutter. 

Join our live session to discover how you can streamline client onboarding with secure, automated workflows that make every interaction faster, simpler, and more organized. 

This isn’t just about efficiency. It’s about helping you reduce admin headaches and free up more billable time—while giving clients a smoother, more professional experience in the process. 

Why Attend? 

• Turn onboarding into your competitive edge: Every hour you save on admin tasks is an hour you can bill. Automate client intake and document workflows to free up both time and margin. 

• Deliver a trustworthy experience: Simplify document exchange with branded, compliant portals that cut manual touchpoints and strengthen client confidence from day one. 

• Move matters forward faster: Replace email chaos with automated workflows that cut matter setup time from days to hours. 

• Experience it live: Watch a real client journey—from intake to engagement letter to ongoing collaboration—all powered by ShareFile.

Don’t just onboard clients. Impress them, and win back more time to do what you do best – practice law.