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Law Firm Launch Programme · Stage 8 of 9
Running Efficiently
Build the systems that save you hours on every matter.
How long
Half a day
You’ll have
The routine, automated
Steps
4 steps
Resources
2 resources
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01 Step 01
Step 01
Set up client onboarding and engagement letters
A repeatable intake saves time and makes every new client feel looked after.
Do it yourself
- Decide the steps from enquiry to engagement letter once.
- Template the documents.
- Follow the same path each time.
Common mistake · Reinventing the intake for every client and dropping details.
TimeHalf a day CostFree–low DifficultyMediumPrefer we build the flow? We can.2 resources for this step
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02 Step 02
Step 02
Add e-signatures for documents
Faster turnaround and a clean record of who signed what, and when.
Do it yourself
- Choose an e-signature tool.
- Template your common documents.
- Retire the print-sign-scan-post loop.
Common mistake · Making clients print, sign, scan and post — and losing days to it.
Time~1 hour CostFrom ~£10/mo DifficultyEasy -
03 Step 03
Step 03
Automate appointment booking
Let clients pick a slot instead of trading emails to find a time.
Do it yourself
- Connect a booking tool to your calendar.
- Share your booking link.
- Stop enquiries going cold while you arrange a call.
Common mistake · Losing warm enquiries in an email back-and-forth over timing.
Time~30 min CostFree–low DifficultyEasy -
04 Step 04
Step 04
Connect your accounting software
Keep firm and client accounts clean from day one.
Do it yourself
- Connect accounting to your practice-management and banking.
- Reconcile regularly.
- Get it right early to avoid a painful cleanup.
Common mistake · Leaving accounts tangled and facing a brutal reconciliation later.
Time~2 hours CostFrom ~£15/mo DifficultyMedium
What you’ll have after this stage
- A repeatable onboarding flow and engagement letters
- E-signatures in place
- Automated appointment booking
- Accounting connected to your tools
Next · Stage 9 of 9
Deliver Your First Matters
Keep going yourself — carry your momentum straight into the next stage.
Prefer we build it?
Hand this stage to us
Connecting tools, automating the routine steps and building the systems around them is exactly the kind of work we do. If a manual process is eating your time, we can automate it.