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Onboarding Resources Overview

Download your Onboarding Resources Pack for ideas and content to accelerate your engagement efforts and increase adoption

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Written by Legatics Support
Updated over a month ago

Summary

We know from experience that increasing the usage of legal technology tools and unlocking their value doesn't happen overnight.

At Legatics, we want to make your implementation and ongoing adoption journey easier by:

  • Sharing some ideas for how you can raise awareness of Legatics (or other legal tech tools); and

  • Giving you content to either use off-the-shelf or adapt for your firm.

It’s up to you how you want to use these resources. Your Customer Success Manager or Engagement Manager will be checking in with you at different stages in your journey.

Ideas for raising awareness and useful content

Ideas

Useful content

Book in time to present the benefits of using Legatics at practice group/team meetings, lunch and learn sessions or away days

Present the benefits of Legatics to clients and re-use some wording or slides about Legatics in your client pitches

Organise some training sessions for legal teams and structure them with our handy checklist

Create or refresh the Legatics intranet page showcasing the tool and its benefits

Offer incentives or rewards to employees who actively use and promote the tool within the firm and act as “champions” (you may even consider creating a champions group or finding champion Partner(s), to the extent you do not already have this). We can provide you with branded freebies - please reach out if you would like to discuss this

Use the Legatics Administration System to find your superusers and champions by numbers of matters created and matter views by user in the last 30/90/365 days

Create case studies or success stories showcasing how the technology tool has improved efficiency, productivity, or client satisfaction within the law firm. We can help you draft case studies - please reach out to your Customer Success or Engagement Manager to discuss

Use the Legatics Administration System to find the latest platform usage data and ask recent users to speak at practice group meetings and tell their success stories

Kick-start a competition or event within your firm to upskill employees and raise awareness with our high-level project plan

Give your Lawyers, Partners and their clients tailored information on the benefits of Legatics

Click the links in the table above to view the resources in plain text/access individual file downloads.

If you need help at any point, or have any feedback or suggestions, please reach out to your Customer Success Manager or Engagement Manager. ​

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