Law Firm Client Onboarding System™
Discover the most efficient and scalable way to onboard new clients at your law firm.
The Client Onboarding System™ helps your law firm with 3 things:
1. Stops overwhelm: Prevents new clients from getting overwhelmed when they start using your legal services
2. Clear path: Sets new clients on a clear path that will give them the information they need, when they need it so they don’t become demanding
3. Demonstrates value: Keeps new clients engaged so they understand the value of your service and can see the great results you get them
This Scale Up guide shows you how to implement a client engagement process that’s right for your law firm. You’ll learn a scalable process to not only onboard new clients efficiently but to help you build successful, long-term relationships with clients who value you.

Hey there!
Hi, I’m Claudia King. I built Firmsy to help entrepreneurial law firm owners to grow and scale their firms so they can make more money and have the lifestyle you want at the same time.
I believe small law firms can be fierce, impactful and successful. With technology, digital marketing and modern business strategies, I’m helping law firms to earn 7 figures a year while empowering law firm owners to create the time to enjoy their success.
customer results
Bringing in clients automatically.
Kristen uses her website content to bring in clients automatically, without having to do it herself. She targets a specific ideal client so she’s not wasting time on those not likely to convert, and she uses automated emails to nurture and warm potential clients, and build her authority in her area with no extra effort.
– Kristen Porter


customer results
Increased profits by 15%.
Claire revitalised her traditional law firm to increase her profits by 15%. Now she works flexible hours, and no more than 40 per week. She even set her firm up to run without her so she could take six months off to have a baby.
– Claire Endean
Get your firm and team ready for the holiday closedown period so you can pay salaries, buy gifts for your team and clients, pay bonuses, host a fabulous Christmas party, get legal work lined up for 2023….. and have a relaxing holiday yourself!