Law firm client welcome email template
New clients worry most in the first week, when they don't know who will call or what to bring. This email says who is on their matter, what happens over the next two weeks and which three documents to gather, so the first call starts prepared.
- Example subject line
- Welcome aboard: here's what happens next
- Preview text
- Your attorney, the first two weeks, and the documents to gather before we meet.
Use this template
Opens in the drag-and-drop editor, ready to edit.
Listed in
What's in this template
- Headline thanking the client, with a short note
- Bordered matter card: matter, attorney, paralegal, next step
- Timeline of the first two weeks: 3 lines, each with a day
- Checklist of 3 documents to gather
- Attorney portrait with name and role
- Short note from the attorney with a Book the intake call button
- Dark closing band with an Email Priya button
When to use it
The day a client signs the retainer, before the first call, so they know who they will talk to and what to gather. Accountants, financial planners and consultants who onboard clients in a few fixed steps can reuse the layout.
Make it yours
- Fill the matter card with the client's real matter, attorney and first appointment.
- Swap the timeline and the three documents for what your practice area needs.
- Use the attorney's own photo, and point the button at your booking link.
