What does this skill do?

The Structured Legal Onboarding Skill creates a comprehensive and professional onboarding process for new legal clients, replacing the informal “send me the documents” workflow with a standardized system. Based on the type of service, the client’s profile, and past issues, Claude creates ready-to-use documentation checklists, initial forms, welcome emails, expectation alignments, and communication routines.

Documentation Checklist
Create a list organized by category (identification, corporate, etc.) that specifies what to request, where to obtain it, and its purpose.
Initial Client Form
Create a questionnaire with key questions to understand the context of the case before you begin.
Professional Welcome Email
Generate a ready-to-send email template for the customer that outlines the next steps in the process.
Standard Communication Procedure
Specify the frequency, channel, and format of updates to avoid misunderstandings and delays.

Usage examples

⚖️ Monthly Consulting
Develop an onboarding process for monthly legal consulting services for a logistics startup with 25 employees. 12-month contract, medium complexity, communication via WhatsApp and email. The client used to send documents in small batches.
📄 One-time contracts
Develop an onboarding process for drafting employment contracts for a retail SME. 2-week project, low complexity, communication via email. Previous issue: lack of clarity regarding deadlines.
🏢 Scalable Office
I need to standardize the client onboarding process at my firm so that I can delegate tasks. Create a reusable onboarding template for recurring legal consulting services.
📧 Welcome Email
Draft a welcome email for a new commercial law client, including next steps, a checklist of documents, and communication expectations.

Features

Checklist of Documents by Category A structured list of what to request, where to obtain it, and what each document is used for.
Initial Information Form Key questions to help you understand the full context of the case before beginning your work.
Aligning Expectations Identify and communicate the critical issues to prevent future conflicts with the client.
Defined Communication Routine Set the frequency, channel, and format of the updates based on the type of service.
Reusable template The generated plan can be saved and adapted for future clients with similar profiles.

Frequently asked questions

No. This skill works only with Claude Code or Cowork. It does not require setting up any additional MCPs.
Yes. The skill takes into account the type of service, the complexity of the case, and the duration of the contract to create a customized onboarding experience.
You can describe any issues you've encountered in the past (incomplete documentation, delays in responses, etc.), and the skill will incorporate specific measures into the process to prevent them from happening again.
Yes. The skill generates a complete email template with the next steps, which you just need to customize with the customer's information before sending it.
Structured Legal Onboarding — Professional Onboarding of Legal Clients with Claude AI

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