Discovery and Configuration

During this phase, your team will meet each week with your Onboarding Specialist to discuss how your team will implement the various components of LegalServer. This is your time to ask questions, discuss changes and think through how best to implement LegalServer.

Project Plan

Together we create a project plan with meeting topics in the first few calls, revisiting the plan throughout the process. This tool will be available on the homepage of your demo site. Depending on the scope of your contract you will have a set number of hours to meet with us, and we’ll create your plan with this in mind.

Standing Calls

Each week we will meet to review key features of LegalServer and discuss progress of the implementation. We will focus on the front and the back end of each module. Calls are at a regular time and we typically cannot reschedule. Admins should be on every weekly meeting call.

• We build on what you see us show each week, review various functions and discuss how your site will implement specific desired features of LegalServer.
• We will make changes on the call with you and at the end of each call we will have a list of changes each team will make.
  • We will track these changes on the demo site and in a configuration log embedded on your demo site.
• Once these changes are complete, you will have the opportunity to test each module and any new development to confirm it meets your needs.

Internal Meeting

We strongly encourage your LegalServer Implementation Team meet internally to discuss what was demoed, desired configurations and any questions.