You’re spending 22 hours a month on new client paperwork. There’s a better way.
Every new client needs a retainer agreement, a welcome letter, billing terms, and a firm overview — all personalized to their case, their fee structure, their attorney. Assembling that package manually for 30 new clients per month means nearly 23 hours of administrative work. ActiveMerge generates every package automatically from your client intake data.
What You Can Create With ActiveMerge
- Retainer agreement packages for 30+ new clients monthly
- Billing statements with customized case details and itemized fees
- Personalized client update letters with matter-specific information
- Welcome letters and firm introduction materials
- Closing letters and matter summary documents
Time You’ll Save
New client onboarding paperwork is one of the most time-consuming admin tasks in a law firm. Most administrators report saving 10–20 hours per month on client packages alone — and that number grows with intake volume. The time you spend on setup once is recovered many times over each billing cycle.
Ready to run a more efficient firm?
Your attorneys shouldn’t wait on paperwork. Your staff shouldn’t spend their week assembling packets. ActiveMerge makes new client onboarding fast, accurate, and consistent.