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
Previous Topic
Next Topic

Joining Us on Slack

Systems for Lawyers Onboarding First 48 Hours of Onboarding Joining Us on Slack

Watch this short walk through of Slack:

We use SLACK as our exclusive, sole method of communication so that: (1) items that are sent/received are not “lost” or buried in any parties’ inbox; (2) messages can be sent at any time of day by any party who wants to communicate (3) there is convenience in having our team available to your team at the click of a button on your mobile device.

Previous Topic
Back to Lesson
Next Topic
© 2023 Systems For Lawyers. All Rights Reserved.