New Client Onboarding Bundle (Checklist + Red Flag Guide)
Tired of consults that turn into therapy sessions — or worse, cases that tank your sanity and your bank account?
This dynamic duo is your new best friend.
In this two-part download, you'll get:
🔹 New Client Checklist – Your crystal-clear roadmap to a smooth client intake.
No more "Did I forget to ask for the tax returns?" panic attacks. This master checklist walks you through everything — from conflict checks to retainer signed, welcome letter sent, and your calendar flawlessly updated. It's like hiring a case manager without having to pay one.
🔹 Guide to Avoiding Red Flag Clients – Because some people need a therapist, not an attorney. This no-nonsense guide shows you how to spot the drama bombs before they explode in your inbox. Get plain-English translations of classic client red flags (“I’ve had 3 attorneys and they all sucked” = You’re about to be #4) plus a ready-to-use "Decline to Represent" letter to keep your boundaries strong and your practice sane.
