Generate a structured day-by-day plan for onboarding a new intake rep — covering what to shadow, what to practice, and what they must pass before going solo.
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Most law firms onboard new intake reps by sitting them next to someone for a few days and then putting them on live calls. The result is reps who inherit whoever's habits they shadowed — good or bad. Without a structured roadmap, onboarding is a lottery.
A proper onboarding plan defines what to teach, in what order, using what method, and with what standard for passing. It specifies when a rep shadows vs. practices vs. goes solo, and what they must demonstrate before taking live calls unsupervised. This tool generates that plan for your specific firm, practice area, and rep background.