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
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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Automating Tasks for Your Team
Systems for Lawyers Onboarding
Week 1: Your Law Firm’s Intake Process
Automating Tasks for Your Team
Step
1
of
4
25%
Name of Company
(Required)
Email address of owner
(Required)
Upload any SOP's or documentation that you use in your firm for internal training
Max. file size: 32 MB.
If you’ve provided an SOP Document for a particular legal matter, then do not use the form fields below to outline your procedures. Instead, only use the form fields below to detail workflows that you haven’t supplied SOP’s for yet.
Legal Matter Type 1
What's the first fulfilment stage when you're dealing with
(Required)
What's the second fulfilment stage when you're dealing with
(Required)
What's the third fulfilment stage when you're dealing with
(Required)
What's the fourth fulfilment stage when you're dealing with
What's the fifth fulfilment stage when you're dealing with
What happens in Stage 1:
What happens in Stage 2:
What happens in Stage 3:
What happens in Stage 4:
What happens in Stage 5:
Hidden
Step by Step Guide for
case
Legal Matter Type 2
What's the first fulfilment stage when you're dealing with
(Required)
What's the second fulfilment stage when you're dealing with
(Required)
What's the third fulfilment stage when you're dealing with
(Required)
What's the fourth fulfilment stage when you're dealing with
What's the fifth fulfilment stage when you're dealing with
What happens in Stage 1:
What happens in Stage 2:
What happens in Stage 3:
What happens in Stage 4:
What happens in Stage 5:
Hidden
Step by Step Guide for
case
Legal Matter Type 3
What's the first fulfilment stage when you're dealing with
(Required)
What's the second fulfilment stage when you're dealing with
(Required)
What's the third fulfilment stage when you're dealing with
(Required)
What's the fourth fulfilment stage when you're dealing with
What's the fifth fulfilment stage when you're dealing with
What happens in Stage 1:
What happens in Stage 2:
What happens in Stage 3:
What happens in Stage 4:
What happens in Stage 5:
Hidden
Step by Step Guide for
case
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