Curriculum
New Employee Orientation and Onboarding - Step 1
Section
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Trainer - Greet New Hire at 9:00 and Review Agenda
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Trainer - Teams Channel Intro to Team
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Employee - Complete form i-9
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Employee - Review Employee Handbook
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Employee - Confidentiality Agreement
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Employee - Complete Hardware Signout Form
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Employee - Training Videos: Understanding Features
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Attorneys - Attorney Work Location, and Consult and Case Assignment Proficiencies form
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Employee - Microsoft Teams Walkthrough
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Employee - Watch: Clio Grow & Manage Introduction Video
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Employee - OFL Home & Sharepoint Walkthrough
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Employee - Intro to Org Chart Video Tutorial
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Employee - Dialpad Training
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Employee - Understanding Dialpad AI
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Employee - Dialpad Supplement: How To Transfer, Park, and Send to Voicemail
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Employee - Remote Location Servicing
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Employee (non acquisition) - Mail Protocol
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Supervisor - Supply Cabinet Walkthrough
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Employee - Google Review Bonuses
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Employee - Dialpad Conference Calls: How To
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Ops Staff - Headshot and Bio Survey
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Employee - Complete Onboarding Survey
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Trainer - Switch to Correct manager Before Go Live
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Video lesson
Employee – Understanding Dialpad AI
New 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. After reviewing, they should check their individual Dialpad settings to verify AI is off by default on their direct line. Link below: