Law Firm Employee Onboarding Checklist

Onboarding workflow for a new hire at a small-to-mid law firm — attorney, paralegal, or staff. Covers pre-arrival paperwork, conflicts screening, IT and DMS access, ethics and confidentiality training, and 30/60/90-day check-ins.

7 sections 32 steps
1

Pre-Arrival Setup

  1. Confirm hire role and start date
  2. Capture hire classification
  3. Open the personnel file in the HR system
  4. Send offer letter and engagement terms
  5. Collect signed offer and acknowledgments
2

Conflicts and Bar Screening

  1. Collect prior-firm client list from the hire
  2. Run conflicts search across all current and former matters
  3. Record the conflicts review outcome
  4. Implement the ethical screen
  5. Verify state bar standing and license
  6. Confirm malpractice carrier coverage of the new attorney
3

Statutory Paperwork and Compliance

  1. Complete Form I-9 with original documents
  2. Collect Form W-4 and state withholding forms
  3. Set up direct deposit and payroll record
  4. Enroll the hire in benefit plans
  5. Send the COBRA general notice to spouse if covered
4

IT, DMS, and Workspace

  1. Provision laptop, phone, and office workspace
  2. Create email, Active Directory, and MFA accounts
  3. Grant DMS and practice-management access by role
  4. Configure e-filing and PACER credentials
  5. Walk through the firm's data-security protocol
5

Day 1 Orientation

  1. Tour the office and review safety procedures
  2. Review the firm handbook and confidentiality policy
  3. Sign the confidentiality and IP-assignment agreement
  4. Introduce the hire to the practice group
6

Role-Specific Training

  1. Train on time entry and pre-bill workflow
  2. Brief the attorney on IOLTA and Rule 1.15 trust handling
  3. Walk through the litigation hold and ESI protocol
  4. Register the attorney with the CLE tracker
7

30/60/90-Day Check-Ins

  1. Hold the 30-day supervisor check-in
  2. Hold the 60-day practice-group review
  3. Complete the 90-day evaluation and sign-off

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Sections 7
Steps 32
Category Law Firm
Price Free to start
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