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Conveyancer Onboarding Checklist
Contents
Conveyancer Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Conveyancer starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Legal onboarding experience or just need an onboarding checklist for your new Conveyancer, you’re in the right place. We’ve put together a sample Conveyancer onboarding checklist below and have created onboarding templates & resources to help.
Conveyancer Onboarding Checklist
1. Introduction to the company: The new conveyancer should be provided with a comprehensive introduction to the company, including its history, values, mission, and organizational structure. This task is typically performed by the HR department or a designated onboarding specialist.
2. Familiarization with company policies and procedures: The new conveyancer should be given a thorough overview of the company’s policies and procedures, including those related to client confidentiality, data protection, and ethical guidelines. This task is usually performed by the HR department or a senior conveyancer.
3. Introduction to team members: The new conveyancer should be introduced to their colleagues and key team members within the company. This can be done through formal introductions or informal team-building activities. The responsibility for this task may lie with the HR department or the conveyancer’s direct supervisor.
4. Training on legal software and tools: As a conveyancer, it is crucial to be proficient in using legal software and tools specific to the industry. The new conveyancer should receive comprehensive training on these tools, including document management systems, case management software, and legal research databases. This training is typically conducted by the IT department or a designated software trainer.
5. Shadowing experienced conveyancers: To gain practical knowledge and understand the intricacies of the job, the new conveyancer should have the opportunity to shadow experienced conveyancers. This task allows them to observe and learn from experienced professionals, understand the workflow, and gain insights into best practices. The responsibility for arranging shadowing sessions lies with the conveyancer’s direct supervisor or a designated mentor.
6. Reviewing sample case files: The new conveyancer should be provided with sample case files to review and analyze. This task helps them understand the typical documentation, processes, and legal requirements involved in conveyancing transactions. The responsibility for providing sample case files lies with the conveyancer’s direct supervisor or a designated mentor.
7. Introduction to clients and stakeholders: The new conveyancer should be introduced to key clients and stakeholders, such as real estate agents, lenders, and other legal professionals involved in the conveyancing process. This task helps establish relationships and fosters effective communication. The responsibility for introducing clients and stakeholders may lie with the conveyancer’s direct supervisor or a designated client relationship manager.
8. Reviewing relevant legislation and regulations: Conveyancers must stay up-to-date with changes in legislation and regulations that impact their work. The new conveyancer should be provided with relevant legal resources, such as statutes, regulations, and practice guides, to review and familiarize themselves with. This task is typically performed by the conveyancer themselves, with guidance from senior conveyancers or legal research specialists.
9. Understanding company-specific processes: Each company may have its own unique processes and workflows for handling conveyancing transactions. The new conveyancer should receive detailed training on these company-specific processes to ensure consistency and efficiency. This task is usually performed by the conveyancer’s direct supervisor or a designated process specialist.
10. Ongoing professional development opportunities: To excel in their role, conveyancers should continuously enhance their knowledge and skills. The new conveyancer should be informed about ongoing professional development opportunities, such as legal seminars, webinars, and industry conferences. The responsibility for providing information on professional development lies with the HR department or a designated training coordinator
Setting Up Your Employee Onboarding Process
From reading through the items in the example Conveyancer checklist above, you’ll now have an idea of how you can apply best practices to getting your new Conveyancer up to speed and working well in your Legal team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.
