Efficient Client Onboarding

Challenge

A mid-sized law firm faced lengthy client intake processes, slowing down onboarding and increasing administrative workload.

Solution

We integrated Typeform (client intake forms) with Clio (legal practice management software) and DocuSign (for electronic signatures). This automation captured data from online forms, updated client records, and generated electronic documents for client signatures.

Results

1. Manual data entry reduced by 75%
2. Onboarding time cut down by 60%
3. 30% of client intake FTEs reallocated