Curriculum
O'Flaherty Law New Employee Provisioning
New Employee Provisioning [Bamboo / LMS]
0/5
HR Setup
0/3
Provisioning
0/47
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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 – Clio Setup: Add Attorney as Associate in Manage
Add the attorney as an option in the ‘Associate Attorney’ custom field in Clio Mange. Walkthrough video link below.
https://oflahertylawcom.sharepoint.com/sites/OFL/_layouts/15/stream.aspx?id=%2Fsites%2FOFL%2FShared%20Documents%2FGeneral%2FRecordings%2FAdding%20An%20Attorney%20as%20an%20Associate%20in%20Manage%5F%20How%20To%2D20241203%5F161303%2DMeeting%20Recording%2Emp4&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview%2E68b679f6%2De18a%2D4e7a%2D953a%2D99d51f811f72
Attorney: Settings > Custom Fields > Edit “Associate Attorney” (Page 4)> Add new attorney, uncheck the two boxes
Paralegal: Settings > Custom Fields > Edit “Assigned Paralegal” (Page 1)> Add new paralegal, uncheck the two boxes