- Description
- Curriculum
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1
Legal Ops/Para Lead - Shut off Microsoft Access -
2
Legal Ops/Para Lead - Shut off Clio Access
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3
Legal Ops/Para Lead - Remove licenses in Microsoft Admin
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4
Legal Ops/Para Lead - Remove from Dialpad
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5
Marketing Lead - Remove from website
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6
Marketing Lead - Remove from Google Business Profile management
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7
Intake Lead - Remove from BACMS
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8
Team Leader - Shut off task list and re-assign necessary tasks
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9
Team Leader - Remove from applicable chats/threads
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10
Legal Ops/ Para Lead - Mark as terminated in Bamboo
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11
Legal Ops/ Para Lead - Delete non-legal as user from Microsoft
DO NOT DELETE ANY LEGAL EMAIL ACCOUNTS (Retention issues)
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12
Legal Ops/ Para Lead - Setup email alias in appropriate dept
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13
Marketing Lead - Remove from Google Review Scoreboard
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14
Legal Ops/ Para Lead - Remove from Lexis
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15
Legal Ops/ Para Lead - Confirm Receipt of Laptop and Equipment
If remote, will need to email/send fedex label.
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16
Legal Ops/ Para Lead - IL attorneys remove from Odyssey
Login to Odyssey>firm users, and then remove.
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17
IT - Remove Consult Tally form task
Watch the below linked video to learn how to delete the Consult Tally form power automate flow.
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18
IT - Remove from Consult Tally form
Watch the below linked video to learn how to remove the terminated employee from the Consult Tally form.
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19
Marketing Lead - Remove Employee from Intake Bonus on Items For PayrollMake sure employee is no longer on the the Items for Payroll sheet linked below, under 'Intake Bonuses' section.
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20
IT - Remove Trivia License
Go to https://app.trytrivia.co/billing to unassign license from terminated staff member. Some members may not have been assigned.
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21
IT - Remove from Client Intake Lead shared inbox
Multiple reports are systematically setup to be sent to 'clientintakelead@oflaherty-law.com' email address. For offboarding, we want to remove the user from the shared inbox in outlook. Watch the below video to learn how to add or remove the user to the 'Client Intake Lead' shared inbox, and to add or remove email forwarding to the new individual.