Workstream 02 of 10
Client onboarding
Bring new parties into a clear, consistent and trackable onboarding process through one client portal.
Workstream 02 · Client onboarding
All ten workstreamsOnboarding shouldn’t start with a chase.
New parties are usually onboarded through separate emails, forms and reminders, leaving the practice to track who has completed what.
01The problem
Received
02The party journey
Connected
03The mediator’s view
Reviewed
04The result
Approved
Illustrative representation of the case record — fictional matter, not client data
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