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
Next Topic
Welcome to Systems for Lawyers
Systems for Lawyers: The Hub
First 48 Hours of Onboarding
Welcome to Systems for Lawyers
Back to Lesson
Next Topic
