Onboarding Services
Our award-winning Customer Success Team member works directly with your team to develop a tailored plan suited to your firm’s business goals. Our process is proven to provide faster onboarding and improved adoption.
Basic Onboarding
$999
What’s included:
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One 90-minute onboarding session
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Three Builder Hours executed by a Lawmatics Onboarding Specialist
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10 Lawmatics custom forms drafted for you
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Assistance with data migration
–
Access to on-demand product training and guided tutorials
Premium Onboarding
$1,499
What’s included:
–
One 90-minute onboarding session
–
Three Builder Hours executed by a Lawmatics Onboarding Specialist
–
10 Lawmatics custom forms drafted for you
–
Assistance with data migration
–
Access to on-demand product training and guided tutorials
Basic Onboarding
$999
What’s included:
–
One 90-minute onboarding session
–
Three Builder Hours1 executed by a Lawmatics Onboarding Specialist
–
10 Lawmatics custom forms drafted for you
–
Assistance with data migration
–
Access to on-demand product training and guided tutorials
Premium Onboarding
$1,499
What’s included:
–
Six onboarding sessions2 or Builder Hours1 (mix & match)
–
Custom training plan designed specifically for your firm
–
10 Lawmatics custom forms drafted for you
–
Assistance with data migration
–
Access to on-demand product training and guided tutorials
1 Builder Hour services include done-for-you custom workflows, Automations, Forms, emails, and more.
2 Onboarding sessions are designed to help you and your team get the platform fully operational and customized to meet the unique needs of your firm.
*Onboarding package is non-refundable
**Additional Builder Hours and Onboarding Sessions available for a fee.
