The First 30 Days: What Your Client Onboarding Says About Your Firm
The moment a client signs is not the finish line. It is the starting line for everything that determines whether they stay.
On-Demand Webinar · Originally aired June 25, 2026 · 30 minutes
The First 30 Days: What Your Client Onboarding Says About Your Firm
The moment a client signs is not the finish line. It is the starting line for everything that determines whether they stay.
On-Demand Webinar · Originally aired June 25, 2026 · 30 minutes
About this session
Most law firms treat client onboarding as administration. An engagement letter. A billing PDF. A calendar invite. Then silence until the work begins.
The firms winning on client retention know that the 30 days before the first deliverable arrives is the highest-leverage window in a client relationship. The clients who stay, expand, and refer were won in that window.
This session closes the gap between what most firms do and what exceptional looks like, stage by stage, from Before Day 1 through the Month 1 Relationship Review.
In this 30-minute conversation, Alana Carson, Knowledge Management and Innovation Strategist at Infodash, walks through a stage-by-stage blueprint for what exceptional client onboarding looks like, and what it takes to build it inside your firm.
The session includes the 30-Day Client Onboarding Assessment: five stages, ready to use, no strings.
Who this is for
CIO, CKO, COO, and PG leaders at AmLaw 200 and Global 100 firms with a mandate to improve how their firm experiences its client relationships.
This is a practitioner conversation grounded in a framework you can use regardless of what technology your firm has.
Presenters
Alana Carson, JD, MLIS
Knowledge Management and Innovation Strategist
Alana works with firms on innovative initiatives, knowledge management strategy, content governance, adoption of best practices, user adoption, and maximizing the value of the firm's legal innovation platform. She helps firm leaders and content owners think strategically about roadmap and engagement, including AI strategy for both internal and external stakeholders.
Matt Yezovich
Vice President of Sales
Matt strategizes with large law firms on connecting technology investment to measurable client outcomes. He partners with CIOs, CKOs, COOs, and innovation leaders to build the business case for modernizing client extranet and digital workplace environments on Microsoft 365, and for establishing the governance foundations that make AI adoption viable for both internal teams and client-facing experiences.