The PI Firm Hiring Blueprint
How to define, screen, and place the roles that actually move your caseload.
Read →Checklist · 4 min read
New-Hire Onboarding Checklist
A structured first-30-days plan you can hand to any manager.
The first thirty days decide whether a hire becomes an asset or an ongoing cost. Left to chance, onboarding becomes a senior person answering the same questions for weeks. Use this checklist as a repeatable baseline that every manager can run.
Before day one
- Logins, case software access, email, and phone provisioned and tested
- A named onboarding owner and a check-in cadence for the first two weeks
- Role scorecard shared: what they own and how it is measured
- First-week schedule built, not improvised
Week one: foundations
- Personal injury fundamentals for their role
- Firm-specific process, scripts, and templates
- Case management software walkthrough for the tasks they will actually perform
- Shadowing a strong performer in the same seat
Weeks two to four: supervised reps
- Real work with review, not observation only
- Written sign-offs on core tasks before they run solo
- A short quiz or practical check to confirm readiness
- A 30-day conversation: what is landing, what is not, what is next
The goal is not to rush someone to independence. It is to make readiness visible, so you promote confidence instead of hoping for it.
Keep reading
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Read →KPIs That Actually Predict Performance
The handful of metrics that tell you whether a department is healthy.
Read →Want This Working Inside Your Firm?
Reading about it is one thing. Corvia helps you recruit, train, and structure the team that puts it into practice.