{"id":5843,"date":"2026-03-26T10:37:47","date_gmt":"2026-03-26T09:37:47","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/legal-client-onboarding\/"},"modified":"2026-03-26T12:41:24","modified_gmt":"2026-03-26T11:41:24","slug":"legal-client-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/legal-client-onboarding\/","title":{"rendered":"Legal client onboarding"},"content":{"rendered":"
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The Legal client onboarding<\/strong> 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.<\/p>\n

Who is this template for?<\/h2>\n

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.<\/p>\n

How it works<\/h2>\n

This template includes 6 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Client Personal Information<\/strong> (Form) – Fields: First Name, Last Name, Date of Birth, Email Address, Phone Number and more<\/li>\n
  3. Identity Documents<\/strong> (Document upload) – Fields: Government-issued ID, Proof of residence<\/li>\n
  4. Case Information<\/strong> (Form) – Fields: Type of Legal Matter, Summary of your case, Opposing Party Name, What would you like to achieve?<\/li>\n
  5. Supporting Documents<\/strong> (Document upload) – Fields: Employment letter, Bank statements, Police clearance certificate, Educational transcripts<\/li>\n
  6. Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Government-issued ID<\/strong><\/td>\nPassport, driver\u2019s license, or national ID card (photo page).<\/td>\n<\/tr>\n
    Proof of residence<\/strong><\/td>\nUtility bill or bank statement showing your current address.<\/td>\n<\/tr>\n
    Employment letter<\/strong><\/td>\nA letter from your employer stating your position, salary, and dates of employment.<\/td>\n<\/tr>\n
    Bank statements<\/strong><\/td>\nBank statements covering the last six months.<\/td>\n<\/tr>\n
    Police clearance certificate<\/strong><\/td>\nA recent criminal record check from your current country of residence.<\/td>\n<\/tr>\n
    Educational transcripts<\/strong><\/td>\nOfficial transcripts for any degrees or diplomas obtained.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n