Systems for Lawyers Onboarding by admin | Aug 20, 2024 Course Content Expand All First 48 Hours of Onboarding 11 Topics Expand Lesson Content 0% Complete 0/11 Steps Welcome to Systems for Lawyers Joining Us on Slack Accessing The App Calendaring Follow Ups Granting Team Access Setting Up Individual Profile Downloading the mobile app Integrating Stripe Setting Up the Phone System (Twilio) Uploading Engagement Letters & Contracts Providing Email Access Week 1: Your Law Firm’s Intake Process 7 Topics Expand Lesson Content 0% Complete 0/7 Steps Streamlining Your Intake Process Automating Tasks for Your Team Syncing with Your Case Management Software Your 3rd Party Vendors Prepping for Discovery Creating Your Onboarding Videos Calendar Creation Form
