WorkflowTitan Onboarding: Up and Running in 48 Hours in 8 Simple Steps
While other legal practice management solutions take months to implement, WorkflowTitan gets your firm up and running in just 48 hours. This means you can start capturing billable time and managing tasks effectively by the end of the week, not next quarter.
Quick Start Summary:
Steps 1-4 take just minutes to complete and get your core system running
Step 1: 5-10 minutes, Step 2: 5 minutes, Step 3: 10-15 minutes, Step 4: 5 minutes Total core setup: ~30 minutes
Steps 5-7 are optional enhancements you can schedule at your convenience
Step 8 begins immediately after core setup, putting your firm into action
Full team adoption and active use within 48 hours
How We Achieve 48-Hour Implementation:
No complex data migration required - start fresh and simple
Pre-built legal task libraries and teams mean no workflow creation needed
Teams can begin using basic features while advanced setup continues
Intuitive interface requires minimal training
Support team available to assist with optional advanced setup
WorkflowTitan makes it easy to set up your legal practice and start managing tasks, tracking work, and streamlining operations. Follow these steps to get started:
Step 1: Activate Relevant Legal Tasks
After registering, activate the specific legal tasks relevant to your firm's practice areas (e.g., Litigation, Contract Law, Estate Planning).
Modify practice names and categories if desired
This ensures your task library is tailored to your team’s workflows, keeping everything organized and focused.
Step 2: Align and Name Your Teams
Create or edit team names that reflect your firm’s structure (e.g., “Litigation Team” or “Estate Planning Team”).
This makes it clear who is handling specific types of work, ensuring accountability and clarity.
Step 3: Assign Members to Teams
Add team members to their respective teams, granting them access to tasks relevant to their roles.
This setup facilitates collaboration while maintaining focus on team-specific tasks.
Step 4: Set Team and Individual Time Zones
Assign the correct time zone to each team so that schedules, deadlines, and reminders align with their location.
Set your own individual time zone to ensure date and time-based results are displayed accurately for you.
Step 5: Clarify Access Permissions
Default Permissions: One default permission tag, Access to All Members, is included for general use.
Custom Permissions: For exclusive access to specific resources like associates or projects, create custom permission tags and assign them as needed.
This ensures sensitive information and resources are only accessible to the appropriate team members.
Step 6: Enable Team Email
To use WorkflowTitan’s integrated team email feature, create DNS records that allow emails to be sent on behalf of your team email’s domain.
This step ensures seamless and secure email communication directly within WorkflowTitan.
Step 7: Create Work Instruction Templates (If Needed)
If your firm requires strict workflows, create Work Instruction Templates to guide team members through processes for specific tasks or projects.
These templates validate work processes and ensure consistency across teams.
Step 8: Start Creating Tasks and Logging To-Dos
Begin by creating tasks based on your activated legal task library.
Use To-Dos to log work against tasks, including time spent, revenue earned, and costs incurred.
This step allows your firm to track work, measure profitability, and maintain accountability with ease.
Your WorkflowTitan Experience Starts Here
By following these steps, your firm will be fully equipped to leverage WorkflowTitan’s features for better task management, seamless collaboration, and streamlined billing.
If you need assistance, reach out to our onboarding team or access our support resources for additional guidance.
