Onboard clients, matters, vendors, and employees in Microsoft Teams, web or mobile

Bring consistency to how your firm initiates new engagements, from client intake and matter opening to vendor and employee onboarding. The onboarding application gives practice, HR, finance, and compliance teams clear control and visibility across every onboarding process.

What’s slowing down your onboarding and your firm?

When onboarding steps sit across different systems and teams, new matters take longer to activate and internal coordination slows down. These gaps create operational friction and delay the start of billable work. Common challenges include:

Coordinate every onboarding process across the firm

The onboarding application connects practice teams, HR, finance, and compliance in one structured workflow to simplify onboarding across the firm. evergreen’s end user onboarding application allows firms to manage onboarding for clients, matters, vendors, and employees through structured templates and clearly assigned tasks.

Coordinate onboarding across internal teams and external stakeholders
Assign tasks, systems access, and training based on role, practice area, or engagement type
Track onboarding progress, ownership, and bottlenecks in real time

No more switching between systems to create a new matter.

Use the onboarding application with copilots to centralize onboarding in Microsoft Teams and keep every onboarding step moving forward.

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Key capabilities that bring consistency and visibility to onboarding

Streamline onboarding with structured templates, automation, and clear visibility from client intake to matter opening, vendor onboarding, and employee setup. Explore the capabilities of the onboarding application below.

Standardize onboarding workflows across the firm

Create reusable onboarding templates for clients, matters, vendors, and employee roles. Assign structured task lists by practice area, office, or department so onboarding processes remain consistent and compliant across the firm.

Configure step-by-step task lists for client intake, matter setup, or new hires
Align templates with practice, finance, and compliance requirements
Apply the same onboarding standards across offices, practice groups, and entities

Eliminate delays with automated onboarding tasks

Prevent delays in matter readiness, client onboarding, or staff access. The onboarding application automates task updates and provisioning steps while connecting with firm systems to ensure onboarding progresses smoothly.

Trigger onboarding actions such as system or document access automatically
Notify stakeholders when tasks change status or require action
Ensure teams can begin time entry and billing activities without onboarding delays

Track onboarding progress across teams in one view

Bring together HR, practice teams, finance, and compliance into one shared onboarding workspace. Monitor onboarding across stakeholder types with live task status, ownership clarity, and alerts.

One dashboard for onboarding pipelines across clients, matters, vendors, and employees
Track task dependencies, owners, blockers, and completions in real time
Maintain accountability across cross-team onboarding handoffs

Improve onboarding processes with built-in analytics

Capture insights from completed onboarding workflows to refine future onboarding processes. Continuous feedback helps teams improve operational efficiency and reduce recurring delays.

Send configurable surveys after onboarding completion
Analyze onboarding data to refine templates and task flows
Identify recurring bottlenecks before they affect the next matter

Prepare matters for billing and compliance from the start

Ensure every stakeholder from clients and vendors to internal teams has timely access to required systems and materials. The onboarding application connects onboarding timelines with matter opening, compliance requirements, and billing preparation.

Provide required materials such as engagement terms, policies, and training
Align onboarding timelines with matter opening and billing readiness
Protect realization by enabling accurate time entry from the start

Use evergreen’s copilots to guide onboarding in real time

Copilots within evergreen assist users during onboarding by surfacing insights, recommending actions, and highlighting potential delays. empower operates as the decision intelligence layer that analyzes firm data and guides teams toward the next onboarding steps.

Recommend onboarding templates based on matter type and role
Auto-fill onboarding requests using historical firm data
Surface overdue tasks or missing dependencies before they become blockers

Start onboarding in just a few steps

Whether opening a new client relationship, creating a matter, onboarding a vendor, or adding a new employee, the onboarding application keeps the process structured and visible.

Step 1

Create a new onboarding request in the onboarding application or pulse application using a task template
Step 2

Customize the task list based on matter type, role, or office
Step 3

Track progress and approvals while receiving status notifications in Microsoft Teams

Built for the teams responsible for firm operations

The onboarding application simplifies onboarding across the firm and gives each team visibility into onboarding activities.

evergreen and empower: Built to work together on your Microsoft tenant

evergreen provides the operational and financial foundation for law firms, connecting client intake, matter opening, people, and financial data in one governed system.

empower is the decision intelligence layer that sits above the systems of record including evergreen or other platforms already used by the firm. It interprets operational data, applies law firm context, and uses AI agents and copilots to guide decisions across the onboarding lifecycle.

Because insights are grounded in real firm data, partners and operations leaders can detect onboarding delays earlier, monitor matter readiness signals, and act quickly to ensure matters become billing-ready and compliant from the start.

Make onboarding faster, clearer, and matter-ready

Simplify onboarding across clients, matters, vendors, and employees with structured workflows built for law firm operations.

Use the onboarding application to streamline onboarding tasks, remove operational blockers, and help teams begin work faster.

See the onboarding application in action.

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FAQs

What is the onboarding application?

The onboarding application is one of evergreen’s end user applications that helps law firms manage client, matter, vendor, and employee onboarding within Microsoft Teams, web, or mobile.

How does the onboarding application support client and matter onboarding?

The onboarding application allows firms to create structured onboarding workflows for clients, matters, and vendors. Task templates, approvals, and ownership rules ensure every onboarding process follows firm policies.

How does the onboarding application simplify provisioning and approvals?

It automates access provisioning and task dependencies, reducing manual coordination across HR, IT, finance, and compliance teams.

Can teams track onboarding progress across stakeholders?

Yes. The onboarding application provides a unified dashboard that tracks onboarding across clients, matters, vendors, and employees with visibility into task status, ownership, and blockers.

How does the onboarding application handle delayed tasks?

The onboarding application alerts responsible stakeholders when tasks are overdue or dependencies are blocked so teams can resolve issues before they delay matter readiness.