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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Welcome to Systems for Lawyers

Systems for Lawyers Onboarding First 48 Hours of Onboarding Welcome to Systems for Lawyers

This walk thru is going to grant you immediate access to the platform, so that you can begin using it and familiarizing yourself with all the tools! Please note that YOU CANNOT BREAK THE SYSTEM so “play with everything” as quickly as possible!

And here is a short message from the team:

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