From “yes” to fully onboarded, auto-magically.
Onboardin5 turns one structured consultation capture into a client's entire onboarding, so nothing is re-keyed and nothing is dropped.
Every firm loses time and clients in the gap between “yes, I'll hire you” and a client who is actually set up. Onboardin5 closes that gap. The attorney captures the consult once, in a structured form the firm designs, and that single source of truth fires every onboarding step that should follow, engagement letter, invoice, matter, payment plan, and welcome, across the systems the firm already uses.
During the consult, the attorney fills out one structured form the firm designed, case type, eligibility, fee, payment plan, outcome.
That capture becomes the single record every downstream system reads from. No spreadsheet, no re-typing the same facts five times.
The moment the outcome is “hire,” every onboarding step fires on its own and the client is set up before they hang up.
What automates
The moment a consult is captured as a hire, these fire on their own — no copy-paste, no “can someone open a matter for this,” no client sitting there while five tabs catch up.
Send the client a link to pay the retainer
Raise the first invoice from the fee structure
Log the consultation fee or retainer payment
The consult is the trigger, not the paperwork. Capture it well, once, and does the rest, so your team spends its time on clients instead of copying the same facts between tools.
is built by Law Firm Architects. Every firm's data is isolated by row-level security, so no firm can ever read another's.