Customer success
Success is a program, not a promise
We measure success by whether your firm is measurably better six months after go-live. Every customer gets the plan, the people, and the process to make that true.
What you get
Six pillars of customer success
Implementation
A dedicated implementation lead builds your firm's blueprint — workflows, roles, templates, and integrations.
Training
Role-based live training plus a recorded curriculum for practitioners, paralegals, and administrators.
Support
Email, chat, and priority phone support with SLAs on Professional and Enterprise plans.
Dedicated onboarding
A named onboarding manager for the first 90 days. You're never left to figure it out.
Best practices
Curated SOPs, workflow templates, and case-type playbooks refined with dozens of firms.
Success roadmap
Quarterly reviews to measure adoption, ROI, and next-quarter improvements.
Your first 90 days
A supported path to full adoption
- 01
Week 1 — Kickoff
Discovery session, success plan, and account provisioning. - 02
Week 2 — Configuration
Workflow templates, portal branding, roles, and integrations. - 03
Week 3 — Training
Live sessions for every role plus staged practice cases. - 04
Week 4 — Go-live
Cutover with implementation lead on standby. - 05
Days 30–90 — Adoption
Weekly check-ins, adoption metrics, and workflow refinement. - 06
Ongoing — Growth
Quarterly business reviews and roadmap alignment.
Let's build your success plan
Talk to a customer success lead
Bring your goals — we'll bring the plan, the timeline, and the team.
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