The Legal client onboarding template helps you collect documents and information in a structured, secure workflow. Template for law firms to onboard new clients, collecting personal information, case details, and required legal documents.
Who is this template for?
This template is designed for professionals in Legal, KYC, Client, Law. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Client Personal Information (Form) – Fields: First Name, Last Name, Date of Birth, Email Address, Phone Number and more
- Identity Documents (Document upload) – Fields: Government-issued ID, Proof of residence
- Case Information (Form) – Fields: Type of Legal Matter, Summary of your case, Opposing Party Name, What would you like to achieve?
- Supporting Documents (Document upload) – Fields: Employment letter, Bank statements, Police clearance certificate, Educational transcripts
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Government-issued ID | Passport, driver’s license, or national ID card (photo page). |
| Proof of residence | Utility bill or bank statement showing your current address. |
| Employment letter | A letter from your employer stating your position, salary, and dates of employment. |
| Bank statements | Bank statements covering the last six months. |
| Police clearance certificate | A recent criminal record check from your current country of residence. |
| Educational transcripts | Official transcripts for any degrees or diplomas obtained. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Legal client onboarding template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Legal client onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Legal client onboarding” template, and start collecting documents today. Check our pricing for details.