Guided configuration
The firm and onboarding team work through roles, case structures, fields, folders, templates, workflows, and launch priorities together.
Implementation approach
Plan and configure an agreed core workspace, then move and validate approved data according to access, scope, and readiness.
What it does
A practical part of the firm’s workflow.
Implementation starts by defining and configuring the core firm workspace and continues through validation, data movement, user preparation, and rollout. The sequence and complete schedule depend on the agreed scope, prerequisite decisions, and the condition of the work being brought over.
Planned data transition
Cases, contacts, leads, documents, and other approved records are mapped, moved, sampled, and reconciled according to the agreed migration scope.
Team preparation
Administrators and representative users review configured workflows so questions and corrections can be addressed before broader use.
How it works
What the team can expect.
Define readiness and launch scope
Confirm decision-makers, source access, record types, representative examples, required workflows, and the first teams or matters to launch.
Configure the core workspace
Work through the agreed foundation in guided configuration and record any decisions or follow-up work that remains.
Validate, prepare users, and expand
Check migrated information and daily workflows, resolve exceptions, then roll out in stages appropriate to the firm.
Bring this workflow into one system.
Configure the agreed core workspace, then move and validate approved data according to access, scope, and readiness.