Whether you're training remotely or in-office, you will be the new hire's first point of contact. Ensure you are dressed professionally, and having an agenda, 1st day & training timeline would be a good idea. This will be where your training program starts.
Please print the i9 form and complete the document with your training supervisor. Please be sure to provide two photo copies of the necessary associated documents along with your completed and signed form.
Please review and sign.
Please review and sign.
In this section, we'll begin to collect the information necessary for the firm to begin properly scheduling you with potential clients for consultation and case assignments.
Watch this video to learn how O'Flaherty Law uses our main communication hub, Microsoft Teams.
This training video provides a high-level overview of Clio Grow and Clio Manage, the two key platforms we use to streamline client intake, case management, and firm operations.
Watch the below video to learn how to transfer calls, park calls, and send calls to voicemail using Dialpad.
Read the below linked Wiki to learn more about O'Flaherty Law's remote meeting locations.
Read the Mail Protocol wiki at the link below. Ask your supervisor if you have any questions.
Show the supply closet and how to get work supplies.
Read the below linked Wiki to learn more about O'Flaherty Law's Google Review Bonuses.
This section will show you how to make a 3-way call using both the Dialpad computer app and the desktop phone.
Ask your training supervisor to introduce you to the marketing manager. Complete your headshot and professional bio for marketing materials and website.
Please complete the below survey to help us improve the training and onboarding for future additions to our team.
When a new employee has completed initial training (however that is defined by the role) and before they start working on their own, the "manager" needs to be switched to who their supervisor will be. This should not be done until all onboarding tasks are completed.