Workflow Templates: Client Relationship Management Checklist

Client Onboarding

Collect all necessary client information and documentation

Perform conflict of interest checks

Send out welcome packet with firm overview and key contacts

Set expectations for communication and case management

Schedule initial meeting to discuss case details and strategy

Ongoing Communication

Establish regular update intervals for client correspondence

Use client's preferred method of communication whenever possible

Document all communications with clients in the case management system

Provide clear and understandable explanations of legal processes and developments

Client Feedback and Satisfaction

Implement a standard procedure for gathering client feedback

Regularly review feedback to identify areas for improvement

Follow up with clients after case resolution to measure satisfaction

Encourage satisfied clients to provide testimonials or referrals

Client Data Management

Maintain up-to-date contact information and case details

Ensure client confidentiality and data protection compliance

Regularly review and update case management systems and CRM software

Train staff on proper data entry and management practices

Client Retention Strategies

Identify opportunities for additional services that provide value to the client

Keep clients informed about legal updates relevant to their business or situation

Offer client appreciation events or informational seminars

Develop a loyalty program or provide incentives for repeat business

Client Exit Procedures

Provide a summary of services rendered and case outcomes

Ensure all invoicing and financial transactions are completed

Offer assistance with transitioning to in-house counsel or another firm if needed

Request an exit interview or survey to gather final feedback

Template Library Home

Client Relationship Management Checklist

Client Onboarding

Ongoing Communication

Client Feedback and Satisfaction

Client Data Management

Client Retention Strategies

Client Exit Procedures

Use this template in Manifestly

Template Library Home

Client Relationship Management Checklist

Client Onboarding

Ongoing Communication

Client Feedback and Satisfaction

Client Data Management

Client Retention Strategies

Client Exit Procedures

Use this template in Manifestly

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