Systems for Lawyers: The Hub
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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Uploading Engagement Letters & Contracts
Systems for Lawyers: The Hub
First 48 Hours of Onboarding
Uploading Engagement Letters & Contracts
Engagement Letter GF
Managing Partner's Name
First
Last
Managing Partner's Email
Managing Partner's Mobile Phone Number
Company’s Formal Name
First
Company’s Casual Name
First
Company Phone Number
Company Fax Number
Company Email Address
Upload All The Contracts/Engagement Letters/Contingency Agreement
(Required)
Drop files here or
Select files
Accepted file types: docx, doc, Max. file size: 64 MB.
Please upload only .docx or .doc files. Also,
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