Guided core configuration
The firm and onboarding team work through roles, case types, fields, folders, workflows, and launch priorities together.
Guided onboarding
Establish the core firm workspace through guided configuration, then validate approved data and representative workflows before broader use.
What it does
A practical part of the firm’s workflow.
Guided onboarding begins with the agreed core firm workspace when the firm’s decisions, examples, and access are ready. Configuration, migration, validation, user preparation, integrations, and broader rollout continue according to the actual project scope and readiness.
Planned data transition
Approved contacts, intake, cases, documents, and other records can be mapped and moved within the agreed scope.
Readiness checks
Representative data and daily workflows are reviewed before affected teams are asked to rely on them.
How it works
What the team can expect.
Prepare the inputs
Confirm decision-makers, source access, representative records, configuration choices, users, and acceptance criteria.
Configure the core workspace
Work through the agreed foundation with the onboarding team and record follow-up decisions or work.
Validate and expand
Reconcile migrated information, test representative workflows, prepare users, and roll out in appropriate stages.
Bring the firm over deliberately.
Map the work, prepare approved data, configure the system, and roll it out in stages.