Client Onboarding
Turn signed clients into active cases with a smooth, consistent onboarding experience. Whether intake happens through our system or yours, we standardize and enhance client data through custom questionnaires and welcome calls tailored to your firm. Actionable, normalized data ensures every client is fully verified, properly qualified, and ready for the next phase—accelerating case progression and improving downstream outcomes.
Combine with our rapid Case Prove Up process to verify injury or product use within 72 hours, helping your team quickly determine case viability and prioritize high-value clients.
Dave Matthews
Attorney | Matthews & Associates
"Bridge Legal has helped us bring greater structure and insight to our early case handling. Their flexible workflows and integrations make it easy to enrich the data further, giving us a more complete picture early on. That visibility has been critical in helping us assess claim quality, identify gaps, find trial picks and ultimately prioritize the right cases."
Turn signed clients into active cases with a smooth, consistent onboarding experience. Whether intake happens through our system or yours, we standardize and enhance client data through custom questionnaires and welcome calls tailored to your firm. Actionable, normalized data ensures every client is fully verified, properly qualified, and ready for the next phase—accelerating case progression and improving downstream outcomes.
Combine with our rapid Case Prove Up process to verify injury or product use within 72 hours, helping your team quickly determine case viability and prioritize high-value clients.
A Playbook Strategy that Works
Custom Form Builder
Build custom onboarding forms to verify and enrich the initial information provided—reconfirming case qualification and capturing additional details needed to move forward with confidence.
Voice Team
Our U.S.-based Voice Team personally welcomes new clients and walks them through onboarding step by step—ensuring data accuracy, building trust, and setting the stage for long-term engagement.
Bridge Data Model
Client data is cleaned, standardized, and structured using the Bridge Data Model—unlocking faster case qualification, clear reporting, and seamless handoff to the next stage of your workflow.
Client Onboarding