Client Onboarding Simplified
The first impression matters—and WorkflowTitan ensures your client onboarding process is seamless, efficient, and professional. Designed to streamline every step of the client intake journey, WorkflowTitan helps your team create a great first impression while saving time and eliminating unnecessary steps.
Centralized Onboarding Workflow
Streamline your onboarding process with a structured approach that ensures nothing is overlooked:
Automated Task Generation: From initial client intake forms to finalizing agreements, WorkflowTitan generates pre-defined tasks to guide your team through each step.
Customizable Workflows: Tailor onboarding processes to match the specific needs of each client or legal specialty—whether estate planning, litigation, or corporate law.
Integrated Data Collection: Use work instructions to standardize and collect critical client data, ensuring consistency and compliance across the board.
Faster and Easier Communication
WorkflowTitan ensures smooth communication throughout the onboarding process:
Task-Linked Emails: Send personalized emails directly from tasks, with each email automatically referencing the task number, which is connected to the corresponding project or case. This ensures clarity and organization in every interaction.
SMS Notifications: Keep clients informed of updates or reminders with SMS integration, reducing delays and improving response rates.
Secure Document Sharing: Upload, share, and request client documents within the platform, ensuring quick and secure exchanges.
Transparency for Clients and Teams
Ensure accountability and clarity from start to finish:
Progress Tracking: Clients and team members can monitor onboarding progress in real time, with tasks moving seamlessly through the workflow.
Role-Based Access: Control who sees what—clients access their documents and tasks, while your team collaborates internally on sensitive details.
Audit Trails: Maintain a detailed history of actions taken during onboarding, providing a clear record for compliance and quality assurance.
Standardized Intake Forms
Simplify data collection with built-in forms tailored to your firm's needs:
Preloaded Templates: Use pre-configured templates for client intake and onboarding, covering everything from initial information to legal agreements.
Custom Fields: Add specific data points to match unique client requirements or legal practices.
Automated Approvals: Route completed forms for instant review and approval, reducing manual follow-ups.
Why It Matters
Manual and disorganized onboarding processes can frustrate clients and waste your team's time. WorkflowTitan transforms onboarding into a streamlined, professional experience:
Save Time: Reduce repetitive tasks with automated workflows and templates.
Improve Accuracy: Ensure every step is completed correctly with structured processes and reminders.
Enhance Client Experience: Create a polished, seamless experience that builds trust and sets the tone for future engagements.
Tailored for Legal Firms
WorkflowTitan is designed to address the unique onboarding needs of legal practices:
Estate Planning: Gather personal and financial information with automated forms and workflows.
Litigation: Collect case-specific details and evidence intake seamlessly.
Corporate Law: Onboard businesses with structured processes that align with compliance requirements.
Learn More
Discover how WorkflowTitan simplifies client onboarding for your legal practice. Learn More to see how WorkflowTitan creates a smooth start for every client relationship.
The WorkflowTitan Advantage
With WorkflowTitan, client onboarding becomes effortless. By automating workflows, centralizing communication, and ensuring transparency, WorkflowTitan helps your team focus on delivering value to clients from day one.
