Systems for Lawyers Onboarding

First 48 Hours of Onboarding
11 Topics
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
6 Topics
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
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Calendaring Follow Ups

Systems for Lawyers Onboarding First 48 Hours of Onboarding Calendaring Follow Ups

Please listen to instructions here:

Book the first, 15 minute appointment with us here. This appointment is ONLY for you to be on standby near a phone so that you can pass us a code, we will NOT meet during the time you select:


Book the second appointments with us here:


Book the third appointments with us here:


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