by Allan Carton & Frank Manning, Carton & Co
•
05 Dec, 2022
7 Steps to look afresh at your Client onboarding system to benefit from what has been learned so far by your practice, suppliers and other law firms. Much of the radical improvement in how clients are brought on board digitally has been introduced out of necessity due to the Covid lockdowns, not because the manual systems that had persisted until then were remarkably poor, slow, time consuming and difficult for both clients and law firm administrators.