Curriculum
O'Flaherty Law New Employee Provisioning
New Employee Provisioning [Bamboo / LMS]
0/5
HR Setup
0/3
Provisioning
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Office Manager - Workspace Setup
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IT - Computer Setup
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IT - Set up TIME OFF in Bamboo [pending bamboo replacement]
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IT - Microsoft Office New User Setup
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IT - Microsoft Setup: Give [INTAKE] user access to office@
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IT - Microsoft Setup: Add Manager is Microsoft
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IT - Microsoft Setup: Test Office Portal Login as User
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IT - Microsoft Setup: Download Teams App to Computer
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IT - Microsoft Setup: Test Teams App Login
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IT - Microsoft Setup: Outlook Calendar Share
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IT - Email to Client Intake: Calendar Share Ready and Case Assignment Information
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Intake Lead - Ensure Intake Has Added Calendar & Info is Added to Case Assignment tab of BACMS
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IT - Microsoft Setup: Outlook Email Signature
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IT - Microsoft Setup: Groups & Channels
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IT - Microsoft/Bamboo Setup: Add O'Law Email to Bamboo Profile
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IT - Dial Pad: New User Setup Part 1
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IT - Dial Pad: New User Part 2
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IT - Dialpad: Download Dialpad App to Computer
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IT - Dialpad Setup: Test Login to App
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IT - Dialpad Setup: Add User to Dialpad Departments & AI Contact Centers [INTAKE]
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Office Manager - Dialpad Setup: Setup Dialpad Desk Phone
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Office Manager - Dialpad Setup:Add OFL Contacts to Dialpad Desk Phone
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IT - Dialpad Setup: Dialpad and Outlook Chrome Extension Integration
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IT - Clio Setup: Create Manage Account
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IT - Clio Setup: Create Grow Account
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IT - Clio Setup: Accept Manage & Grow Invites
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IT - Clio Setup: Test Clio Manage & Grow Logins
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IT - Clio Setup: Set Billing rate in Clio Manage
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IT - Clio Setup: Clio Calendar Share
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IT - Clio Setup: Add Attorney as Associate in Manage
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IT - Clio Setup: Grow Email Signature, Email Integration and Manage Calendar
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IT - Clio Setup: Turn off Grow Inbox notifications
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IT - Clio Academy Account Creation
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IT - Adobe Setup
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IT - Lexis Nexis Setup
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IT / Sadie - Odyssey Setup
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IT - Task List Setup
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IT - Setup Consult Tally form task
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IT - Add Client Intake Member to Consult Tally Form
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IT - Client Intake to Quality Control
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Employee - Remote Team: Dialpad and Outlook Chrome Extension Integration
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IT - Assign Trivia License
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IT - Login Credentials: Email all Logins to Employee & Trainer
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Trainer - Test credentials and hardware
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Trainer - Set Up Microsoft Chats
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Trainer - Understanding Bamboo Onboarding Mechanics
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Trainer - Pre-Start Checkin Email
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Video lesson
IT – Microsoft Setup: Outlook Calendar Share
Share the new user’s Outlook calendar with the team for easy scheduling and viewing. This will also ensure you receive proper credit for free consultations and any applicable consultation retention bonuses when eligible.
Guide and walkthrough video here.