Probate Lawyer Onboarding Checklist

Probate Lawyer Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Probate Lawyer 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 Law onboarding experience or just need an onboarding checklist for your new Probate Lawyer, you’re in the right place. We’ve put together a sample Probate Lawyer onboarding checklist below and have created onboarding templates & resources to help.

Probate Lawyer Onboarding Checklist

1. Introduction to the company: The new probate lawyer should be introduced to the company’s structure, values, and culture. This task is typically performed by the HR department or a designated mentor within the firm, who will provide an overview of the company’s history, mission, and vision.

2. Familiarization with company policies and procedures: The new lawyer should be provided with a comprehensive understanding of the company’s policies and procedures, including those related to client confidentiality, billing, timekeeping, and conflict of interest. This task is usually performed by the HR department or a senior lawyer within the firm.

3. Introduction to team members: The new probate lawyer should be introduced to their colleagues and team members. This includes meeting other lawyers, paralegals, legal assistants, and support staff. The HR department or a designated mentor typically facilitates these introductions.

4. Review of current cases: The new lawyer should be given an overview of the current probate cases the firm is handling. This includes understanding the status of each case, key deadlines, and any specific client instructions. This task is usually performed by a senior lawyer or the head of the probate department.

5. Training on case management software: If the firm utilizes specific case management software, the new lawyer should receive training on how to use it effectively. This includes learning how to input case information, track deadlines, and generate reports. The IT department or a designated software trainer typically performs this task.

6. Introduction to support staff: The new lawyer should be introduced to the support staff who will assist them in their daily tasks. This includes legal assistants, paralegals, and administrative personnel. The HR department or a designated mentor typically facilitates these introductions.

7. Review of client intake process: The new lawyer should be familiarized with the firm’s client intake process, including how new probate cases are evaluated, accepted, and assigned. This task is usually performed by a senior lawyer or the head of the probate department.

8. Shadowing experienced lawyers: The new lawyer should have the opportunity to shadow experienced probate lawyers to observe their work processes, client interactions, and courtroom appearances. This provides valuable learning experiences and helps the new lawyer understand the firm’s approach to probate law. This task is typically arranged by the HR department or a designated mentor.

9. Introduction to court procedures: The new lawyer should receive training on the specific court procedures and rules applicable to probate cases. This includes understanding how to file documents, schedule hearings, and interact with court personnel. This task is usually performed by a senior lawyer or the head of the probate department.

10. Review of billing and invoicing procedures: The new lawyer should be familiarized with the firm’s billing and invoicing procedures, including how to accurately track time, prepare invoices, and handle client payments. This task is typically performed by the accounting or finance department, with assistance from a senior lawyer.

11. Introduction to legal research resources: The new lawyer should be introduced to the various legal research resources available to them, such as online databases, legal libraries, and subscription services. This includes training on how to effectively conduct legal research and stay updated on relevant case law and statutes. This task is usually performed by a senior lawyer or the head of the probate department.

12. Review of ethical obligations: The new lawyer should receive training on the ethical obligations and professional responsibilities associated with practicing probate law. This includes understanding the rules of professional conduct, client confidentiality, conflicts of interest, and maintaining a high standard of professionalism. This task is typically performed by a senior lawyer or the firm’s ethics committee.

13. Introduction to marketing and business development: The new lawyer should be provided with an overview of the firm’s marketing and business development strategies, including how to attract new clients, maintain existing client relationships, and participate in networking events. This task is usually performed by the marketing department or a designated business development manager.

14. Performance evaluation and goal setting: The new lawyer should participate in a performance evaluation and goal-setting session with their supervisor or a designated mentor. This helps establish expectations, identify areas for improvement, and set professional development goals. This task is typically performed by a senior lawyer or the head of the probate department.

15. Ongoing professional development opportunities: The new lawyer should be informed about the firm’s commitment to ongoing professional development and provided with information on available training programs, conferences, and continuing legal education opportunities. This task is typically performed by the HR department or a designated professional development coordinator

Setting Up Your Employee Onboarding Process

From reading through the items in the example Probate Lawyer checklist above, you’ll now have an idea of how you can apply best practices to getting your new Probate Lawyer up to speed and working well in your Law 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.