Corporate Attorney Onboarding Checklist

We’ve made it easy for you to build your Corporate Attorney Onboarding Checklist – either take the below checklist outline and craft your own onboarding checklist or save 2+ hours of research, typing and formatting and purchase a custom onboarding checklist tailored to the Corporate Attorney job role.

Onboarding Checklist Details →

Corporate Attorney Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Corporate Attorney 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 Corporate Attorney, you’re in the right place. We’ve put together a sample Corporate Attorney onboarding checklist below and have created onboarding templates & resources to help.

Corporate Attorney Onboarding Checklist

1. Introduction to the company: The new corporate attorney should be provided with a comprehensive introduction to the company, including its history, mission, values, organizational structure, and key stakeholders. This task is typically performed by the HR department or a designated onboarding specialist.

2. Orientation to the legal department: The new attorney should receive an orientation specific to the legal department, which includes an overview of the team structure, roles and responsibilities of team members, and key ongoing projects. This task is usually performed by the head of the legal department or a senior attorney.

3. Review of company policies and procedures: The new attorney should be given access to and thoroughly review the company’s policies and procedures, including those related to ethics, confidentiality, conflicts of interest, and compliance. This task is typically performed by the HR department or the legal department.

4. Familiarization with legal software and tools: The new attorney should receive training on the legal software and tools used by the company, such as document management systems, contract management platforms, and legal research databases. This task is usually performed by the IT department or a designated legal technology specialist.

5. Introduction to key internal stakeholders: The new attorney should be introduced to key internal stakeholders, such as executives, department heads, and other attorneys, to establish relationships and understand their roles within the organization. This task is typically performed by the head of the legal department or a designated mentor.

6. Review of ongoing legal matters: The new attorney should be provided with an overview of the company’s ongoing legal matters, including pending litigation, regulatory compliance issues, and contractual obligations. This task is usually performed by the head of the legal department or a senior attorney.

7. Training on company-specific legal processes: The new attorney should receive training on company-specific legal processes, such as contract review and negotiation, intellectual property protection, and corporate governance. This task is typically performed by the head of the legal department or a designated mentor.

8. Introduction to external legal partners: The new attorney should be introduced to external legal partners, such as law firms, consultants, or advisors, who work closely with the company. This task is typically performed by the head of the legal department or a designated contact person.

9. Review of relevant industry regulations: The new attorney should be provided with resources and training to understand the relevant industry regulations and compliance requirements that impact the company’s operations. This task is typically performed by the legal department or a designated compliance officer.

10. Shadowing experienced attorneys: The new attorney should have the opportunity to shadow experienced attorneys within the company to gain practical insights into their day-to-day responsibilities, client interactions, and legal strategies. This task is typically arranged by the head of the legal department or a designated mentor.

11. Introduction to company culture and values: The new attorney should be immersed in the company’s culture and values through various activities, such as attending team-building events, participating in company-wide meetings, and engaging in diversity and inclusion initiatives. This task is typically performed by the HR department or a designated culture ambassador.

12. Performance expectations and goal setting: The new attorney should have a clear understanding of the performance expectations and goals set by the company, including billable hour targets, client satisfaction metrics, and professional development objectives. This task is typically performed by the head of the legal department or a designated supervisor.

13. Ongoing professional development opportunities: The new attorney should be informed about the company’s commitment to ongoing professional development and provided with resources, such as training programs, conferences, and industry memberships, to enhance their legal skills and knowledge. This task is typically performed by the HR department or the legal department.

14. Introduction to support staff and resources: The new attorney should be introduced to the support staff and resources available within the company, such as paralegals, legal assistants, research librarians, and administrative personnel, who play a crucial role in facilitating legal operations. This task is typically performed by the head of the legal department or a designated contact person.

15. Review of billing and timekeeping procedures: The new attorney should receive training on the company’s billing and timekeeping procedures, including the use of billing software, client invoicing protocols, and time entry requirements. This task is typically performed by the finance department or a designated billing coordinator.

16. Introduction to company-wide communication channels: The new attorney should be familiarized with the company’s communication channels, such as email systems, project management platforms, and internal collaboration tools, to ensure effective communication and collaboration with colleagues. This task is typically performed by the IT department or a designated communication specialist.

17. Introduction to company benefits and policies: The new attorney should be provided with information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and other employee perks. This task is typically performed by the HR department or a designated benefits coordinator.

18. Mentoring and ongoing support: The new attorney should be assigned a mentor or a designated point of contact who can provide ongoing support, guidance, and feedback throughout their integration into the company. This task is typically arranged by the head of the legal department or the HR department.

19. Introduction to pro bono and community involvement opportunities: The new attorney should be informed about the company’s pro bono initiatives and community involvement programs, encouraging them to contribute their legal skills to social causes and engage with the local community. This task is typically performed by the head of the legal department or a designated pro bono coordinator.

20. Performance evaluation and feedback process: The new attorney should be informed about the company’s performance evaluation and feedback process, including the frequency of evaluations, criteria for assessment, and opportunities for professional growth. This task is typically performed by the HR department or a designated supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Corporate Attorney checklist above, you’ll now have an idea of how you can apply best practices to getting your new Corporate Attorney 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.

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