Start using this Workflow
Employee Onboarding Checklist
Pre-Onboarding
Send out the offer letter and get it signed
Prepare employment contract and other legal documents
Create employee file with relevant personal and professional documents
First Day Formalities
Welcome and introduce the new employee to the team
Provide a tour of the office and the employee's workspace
Collect required documents for HR and payroll setup
Training and Development
Schedule orientation sessions with key departments
Assign a mentor or buddy for the first few weeks
Set up training on law firm's policies, procedures, and case management systems
IT and Security Setup
Create email and other relevant accounts for communication
Provide access to necessary legal databases and software tools
Explain cybersecurity protocols and privacy policies
Administrative Setup
Issue security badge and keys to the office
Order business cards and nameplate, if applicable
Setup voicemail and provide instructions for phone system
Compliance and Ethics
Educate about professional responsibility and law firm's code of conduct
Ensure understanding of compliance requirements specific to legal practice
Review confidentiality agreements and conflict of interest policies
