New Client Onboarding - All States

What are the items removed in the First Letter? Select all that applies.

• Client Authorisation Form

• Schedule of Costs

• Standing Instructions

• Pre-settlement letter

This is a data collection tool that specializes in online form building and online surveys.

• Survey Monkey

• ActionStep

• Mentimeter

• Typeform

What's changing on this new client onboarding process? Select all that applies.

• Adding some documents that we needed clients to review and sign previously.

• Condensing First Letter from 40+ pages down to less than 15.

• Adding more data to be entered by the paralegal in Actionstep.

• Removing the requirement of our legal delivery team to complete data.

How many webforms will be sent to the clients - seller, with drafting?

• Two

• One

• Three

• None of the above

What are the three questions that drafting paralegals need to check answers and confirm with the client if false? Select all that applies.

• Confirm information is true and correct

• Client Authorisation Form

• Schedule of Costs

• Privacy collection statement

Where can we see the client's full responses on the webforms?

• Email

• SMS

• File Note

• Task in Actionstep

Which folder in ActionStep can paralegals generate the new First Letter?

• E-sign/Docusign

• Letter to Client

• Letter to Seller Representative

• Matter Documents

True or False: Do paralegals need to remind the client on their first call that there is a link sent to complete the webform ASAP?

• True

• False