The second your client says yes, Onboardin5 fires every onboarding step across your whole stack. Fee agreements in 30 seconds instead of 30 minutes. No re-keying, no dropped balls, no busywork.
A client says yes, and your team starts re-typing the same details into your case manager, your billing tool, your document software, your project board. It is slow, it is easy to get wrong, and it is the least valuable hour of everyone’s week.
The same client facts typed into five systems, by hand, every single time.
A missed engagement letter or intake task that nobody notices until it is a problem.
No single place to see whether a new client was actually, fully onboarded.
Onboardin5 comes from Law Firm Architects, the team that redesigns firm operations for a living. We know exactly where onboarding breaks, because we have fixed it by hand dozens of times. Onboardin5 is that fix, turned into software and hardened for privileged client data.
We do the heavy lifting up front so your team never touches the plumbing.
During the consult, your attorney captures the details one time. One save, and you are done. That is the whole ask.
Our team connects Onboardin5 to the tools you already use and configures every onboarding step.
The moment you save, every step runs across every system. You just watch it happen.
The busywork does not get faster. It vanishes. Here is what your team stops doing by hand the second a client says yes.
Clio, Docketwise, Monday, PandaDoc, and more, triggered from one save.
See exactly what fired, what landed, and what is still in flight.
Two-factor login, encrypted data, and each firm walled off from the rest.
Capture a consult from your desk or your phone. Mobile-ready out of the box.
Your firm logo, colors, and subdomain on the login your team sees.
We configure it to your exact process. You do not touch the wiring.
Priced by how many of your tools Onboardin5 fires into, starting with the two or three that matter most. Unlimited users on every tier, and implementation is built and configured by our team, so you never touch the wiring. Already an Operations Reset client? You get member pricing with the build included.
See all plans or design a workflow first →See Onboardin5 turn a single consultation into a fully onboarded client, live, in fifteen minutes.
Book a demo