Initial Onboarding Assessment Form

An initial client/matter assessment is an essential component of the onboarding process. It will allow you to establish whether the profile of the client and the transaction suits your firm’s skillset and risk appetite. Having a simple preset assessment form means you can control what questions are asked and ensure you get the correct information and only the information you need first time, avoiding delay and client frustration.

Our dynamic online form will ask only the questions that are necessary based on previous answers and will deliver the result in a neatly styled, easy to read pdf document.

You can save the results in your personal folder on our server or if you prefer, just take the download.

This tool is part of our premium package and is available to paid subscribers.