Front Office Migration Complete, Now What?
I recently completed a front office training/go live for a client. I've been thinking about what are the next recommended steps for them, and more generally, for every front office client post implementation.
Pardon my mad scientist white board, it helps me organize my thoughts, and I'm hopeful it might help others as well. The video below is my quick (23 minutes) run down of some key items to review and plan for in the first year of ProLaw front office.
If you have any questions or are unsure how to implement any of these concepts feel free to reach out. email@example.com $165/hour.