The following guide provides an onboarding checklist, along with all of the instructions needed to ensure your account is ready to go. 

All articles associated with the instructions in the above guide can also be found below:

• Complete Sponsorship
• One-Click Setup
• Import Contacts from a Spreadsheet
• Import Matters from a Spreadsheet
• Import Tasks from a Spreadsheet
• Enable E-Office Action Processing
• Enable E-Office Action Document Download and Patent Center Update
• QuickBooks Online
• Connect to DocuSign or Adobe Acrobat Sign
• Task Cleanup After Importing Matters
• Enable Logins
• Create Law Firm Contact Records

All import templates associated with instructions in the above guide can also be found below:

• Contacts Import Template
• Matter Import Template
• Tasks Import Template