Guide · Legal & Professional Services · By the AutoScribble Team · Published 22 September 2026

Creating client onboarding videos for professional services firms

Who this guide is for

Law firms, accountancy practices and consultancies. It's part of our legal & professional services resources.

What you'll need

• Your onboarding email or letter
• Engagement letter summary
• Communication and billing norms

Step by step

1. 1

   Follow your real sequence

   Mirror the order clients will experience.

2. 2

   Explain why checks are needed

   Clients accept identity checks more readily when they know they're a legal requirement.

3. 3

   Set expectations

   How often you'll update them and how quickly you respond.

4. 4

   General fees, not quotes

   Explain how billing works; specific costs belong in the engagement letter.

5. 5

   Partner approval

   Check against current procedures.

Illustrative script outline

Welcome — The firm's logo and a friendly team drawing.
“Thanks for choosing us. Here's what happens next.”

Checks — An ID card and a tick.
“The law requires us to confirm your identity before we start. We'll send a secure link.”

Engagement letter — A document with key headings.
“Your engagement letter sets out what we'll do, who's working on it and how fees work.”

Updates — A calendar with regular ticks.
“We'll update you at each key stage, and your team's contact details are in your welcome email.”

Illustrative example written for this guide.

Copy the AutoScribble prompt

Make a 90-second whiteboard video welcoming new clients to [firm]. Explain the identity checks we're required to carry out, what our engagement letter covers, who their team is, how we'll keep them updated and how to contact us, using only the information below. Warm, professional tone; no specific fees.

[Paste onboarding information]

Questions