Client-Ready Professionals Take Too Long to Onboard
Before NewHirely, professional firms struggled with:
- ❌ Delayed billable hours while waiting for background checks and certifications
- ❌ Missing NDA signatures creating client confidentiality risks
- ❌ Inconsistent ethics and compliance training across new hires
- ❌ Manual tracking of bar licenses, CPA certifications, and professional insurance
- ❌ Onboarding bottlenecks during busy season hiring
- ❌ New associates accessing client data before security training
- ❌ 10-15 hours of partner time per new hire
The cost? Lost billable hours, compliance risk, and wasted partner bandwidth.
BUILT FOR PROFESSIONAL FIRMS
Onboarding That Protects Your Clients & Your Reputation
Every new hire signs NDAs and confidentiality agreements before accessing any client information. Electronic signatures via DocuSign, legally binding and audit-ready.
Upload and verify bar licenses, CPA certifications, professional liability insurance, and continuing education credits. Automatic renewal reminders.
Customizable ethics training modules covering professional responsibility, conflicts of interest, client confidentiality, and firm-specific policies.
Industry-Specific Features
Everything Professional Firms Need
Seamless integration with Checkr, Sterling, and other providers for comprehensive background checks. Required for client-facing roles, especially in legal and financial services.
Train new hires on your billing system (Clio, QuickBooks, TimeSolv, etc.) with embedded video tutorials. Track completion to ensure they're ready to log billable hours.
Collect prior employment and client relationship information during onboarding to identify potential conflicts before client assignments begin.
Track malpractice insurance certificates for attorneys, E&O coverage for consultants, and professional liability policies. Automatic expiration alerts.