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
7 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
Calendar Creation Form
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Downloading the mobile app

Systems for Lawyers Onboarding First 48 Hours of Onboarding Downloading the mobile app

Please download the LEAD CONNECTOR app on your mobile phone by going to either the Playstore (Android) or App Store (Apple Device) and searching “Lead Connector.” The app has the following logo:

Click here for Apple: https://apps.apple.com/us/app/lead-connector/id1564302502

Click here for Google Play: https://play.google.com/store/apps/details?id=com.LeadConnector&hl=en_US

Below, is a walk thru of the features within the app that you will want to explore:

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