Download Client & Matter Spreadsheet and Complete

Welcome to Practus! We are so happy you’re here.

In the Materials tab for this Module, you will find a number of linked documents, including your Onboarding Handbook.  Consider this a “welcome guide” to the firm and overview of your onboarding process.  Most of what you find will echo the Modules in this platform, and we encourage you to refer back to this if you have questions. There are a number of important links that you will find throughout your onboarding experience that are also linked in this document for quick access.

Additionally, you will find the Existing Client & Matter Spreadsheet.  Keep ONE working copy throughout your onboarding.  We will use this in this module to run your ‘critical conflicts’ process.  You will see these fields color coded in the header of the document. This first pass will be submitted in the Lateral Partner Questionnaire, so we recommend you start this immediately, and reach out to Tracey with any questions.

Last but not least, we have included some materials that we find helpful during this process, including Partner Onboarding Costs, a Checklist for Leaving a Law Firm, and the overview of Practus Benefits.