Client onboarding for family lawyers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What should happen in the first week of a family law retainer?

Retainer signed, intake call completed, disclosure checklist shared on the portal, and clerk assigned to track submissions.

How do unsophisticated clients handle a portal?

Mobile-friendly upload with clear item names beats email for most clients. Clients can use a secure guest link (no account needed) or my-id.ca; the share email includes the link.

Can clerks manage onboarding without lawyer involvement on every upload?

Yes. Co-agent/clerk access with approve/reject lets lawyers focus on substance after the clerk QC's the package.

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