Onboarding
Sit back and Relax.
We’ll handle everything.
No outside consultant or IT professional required. We’ll manage your migration to LegalWorks from start to finish.
Some software requires you to hire a separate consultant for implementation, training and data conversion.
Not with LexWorkplace.
When you sign up for LexWorkplace, our professional services team will painstakingly plan and execute your migration. Our expert team will import your matters and migrate all documents into your new Document Management System.
1. Discovery & Assessment
We will analyze your current document storage and email solution. This digital blueprint helps ensure that nothing is missed in your transition to LexWorkplace, and to ensure you get the most from your new document management solution.
2. Matter + Document Migration
Next, we will gather all of your documents, from wherever they are and migrate them into LexWorkplace and into appropriate matter files. In addition, if you use Practice Management software we can import your list of clients and matters to populate your Matters list in LexWorkplace.
3. Training + Support
Don't worry about a learning curve: we'll provide hands-on training to your entire team. We'll make sure your firm not only knows how to use LexWorkplace--but is excited about your new Document Management solution.