- Description
- Curriculum
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1
Trainer - Greet New Hire at 9:00 and Review AgendaWhether 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.
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2
Trainer - Teams Channel Intro to TeamIntroduce new hire to firm. Navigate to OFL channel, start a post titled 'Welcome (name)', and in the body:"Tag [OFL]"All, pleased to virtually introduce you to O'Flaherty Law's newest (role) (name)!
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3
Employee - Complete form i-9
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.
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4
Employee - Review Employee Handbook
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5
Employee - Confidentiality Agreement
Please review and sign.
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6
Employee - Complete Hardware Signout Form
Please review and sign.
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7
Employee - Training Videos: Understanding FeaturesWatch this video to learn about some nuanced information about O'Flaherty Law's training videos. -
8
Attorneys - Attorney Work Location, and Consult and Case Assignment Proficiencies form
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.
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9
Employee - Microsoft Teams Walkthrough
Watch this video to learn how O'Flaherty Law uses our main communication hub, Microsoft Teams.
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10
Employee - Watch: Clio Grow & Manage Introduction Video
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.
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11
Employee - OFL Home & Sharepoint WalkthroughWatch this short video to get an overview of our internal SharePoint site. This site is your central hub for accessing resources, manuals, how-to guides, and important documents. The video will walk you through the layout and key features of the site, ensuring you know where to find everything you need to work efficiently and stay informed.
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12
Employee - Intro to Org Chart Video TutorialIn this task, you'll watch a brief video tutorial that will guide you through the steps to access our organization's org chart .
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13
Employee - Dialpad TrainingWatch the linked video to learn how to use our phone system.
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14
Employee - Understanding Dialpad AINew hires must read the firm’s one-page “AI Call Recording & Transcription” and understand when consent is required, which Dialpad lines record automatically, and the correct steps for enabling or disabling recording/transcription.
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15
Employee - Dialpad Supplement: How To Transfer, Park, and Send to Voicemail
Watch the below video to learn how to transfer calls, park calls, and send calls to voicemail using Dialpad.
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16
Employee - Remote Location Servicing
Read the below linked Wiki to learn more about O'Flaherty Law's remote meeting locations.
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17
Employee (non acquisition) - Mail Protocol
Read the Mail Protocol wiki at the link below. Ask your supervisor if you have any questions.
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18
Supervisor - Supply Cabinet Walkthrough
Show the supply closet and how to get work supplies.
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19
Employee - Google Review Bonuses
Read the below linked Wiki to learn more about O'Flaherty Law's Google Review Bonuses.
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20
Employee - Dialpad Conference Calls: How To
This section will show you how to make a 3-way call using both the Dialpad computer app and the desktop phone.
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21
Ops Staff - Headshot and Bio Survey
Ask your training supervisor to introduce you to the marketing manager. Complete your headshot and professional bio for marketing materials and website.
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22
Employee - Complete Onboarding Survey
Please complete the below survey to help us improve the training and onboarding for future additions to our team.
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23
Trainer - Switch to Correct manager Before Go Live
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.