Real Estate Attorney Onboarding Checklist

Real Estate Attorney Onboarding Process

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

Real Estate Attorney Onboarding Checklist

1. Introduction to the Firm: The new real estate attorney should be introduced to the firm’s partners, associates, and support staff. This task is typically performed by the managing partner or a designated member of the firm’s management team. It helps the attorney become familiar with the firm’s structure, culture, and key personnel.

2. Orientation and Training: The new attorney should undergo an orientation program that provides an overview of the firm’s policies, procedures, and resources. This task is usually performed by the firm’s HR department or a designated attorney responsible for training. The attorney will learn about the firm’s billing practices, document management systems, legal research tools, and other essential tools and technologies.

3. Review of Firm’s Real Estate Practice: The new attorney should receive a comprehensive review of the firm’s real estate practice area. This task is typically performed by a senior real estate attorney or a partner specializing in real estate law. The attorney will learn about the firm’s existing clients, ongoing matters, and recent developments in real estate law.

4. Introduction to Support Staff: The new attorney should be introduced to the firm’s support staff, including paralegals, legal assistants, and administrative personnel. This task is usually performed by the attorney’s assigned supervisor or a designated member of the firm’s management team. The attorney will learn about the roles and responsibilities of each support staff member and how to effectively collaborate with them.

5. Client Introductions: The new attorney should be introduced to the firm’s key real estate clients. This task is typically performed by a partner or senior attorney who has an existing relationship with the client. The attorney will learn about the client’s business, ongoing matters, and expectations. Building strong client relationships is crucial for success in the real estate attorney role.

6. Review of Firm’s Templates and Precedents: The new attorney should receive a review of the firm’s standard templates and precedents used in real estate transactions. This task is usually performed by a senior real estate attorney or a designated attorney responsible for maintaining the firm’s document library. The attorney will become familiar with the firm’s preferred language, clauses, and negotiation strategies.

7. Shadowing and Mentoring: The new attorney should have the opportunity to shadow and work closely with experienced real estate attorneys. This task is typically coordinated by the attorney’s assigned supervisor or a designated mentor within the firm. The attorney will observe and learn from experienced attorneys, gaining practical insights into real estate transactions, negotiations, and client interactions.

8. Continuing Legal Education (CLE) Requirements: The new attorney should be informed about the firm’s expectations regarding CLE requirements. This task is usually performed by the firm’s HR department or a designated attorney responsible for tracking CLE compliance. The attorney will learn about the mandatory CLE credits, relevant real estate law seminars, and resources available to fulfill these requirements.

9. Introduction to Firm’s Marketing and Business Development Initiatives: The new attorney should be introduced to the firm’s marketing and business development strategies. This task is typically performed by the firm’s marketing department or a designated attorney responsible for business development. The attorney will learn about the firm’s target clients, networking opportunities, and how to contribute to the firm’s growth.

10. Review of Ethical and Professional Responsibilities: The new attorney should receive a review of the ethical and professional responsibilities associated with practicing real estate law. This task is typically performed by a senior attorney or a designated attorney responsible for professional development. The attorney will learn about conflicts of interest, client confidentiality, and other ethical considerations specific to the real estate practice area

Setting Up Your Employee Onboarding Process

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