The Updated Client-Facing Experience
The updated client experience guides clients through what limited scope means, how communication will work, and what to expect during their case—all in plain language, from day one. It also collects essential client information and documents so you can begin work without delays. We now prioritize completing this before the case kickoff call, allowing your meeting to focus on moving the case forward.
Why this matters:
Setting clear expectations upfront and providing actionable next steps helps clients start on the right foot. Your clients arrive at the kickoff call better prepared and aligned on expectations.
What your clients experience:
Getting Started – view case details, attorney info, and where to go for help
Setting Up Your Case – clear next steps and requirements
Reviewing Case Materials – organized access to documents
Scheduling Their Case Kickoff Call – streamlined booking process
Legal Work in Motion – ongoing case management guidance
How this benefits your practice:
Clients understand the limited scope model from day one
Fewer support tickets and client confusion questions
Reduced early withdrawals thanks to clearer expectations
More productive case kickoff calls with informed, aligned clients
The result:
Clients arrive at your first meeting ready to work, with realistic expectations and a clear understanding of the process ahead.