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
Preview -
IT - Computer Setup
Preview
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IT - Set up TIME OFF in Bamboo [pending bamboo replacement]
Preview -
IT - Microsoft Office New User Setup
Preview
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IT - Microsoft Setup: Give [INTAKE] user access to office@
Preview
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IT - Microsoft Setup: Add Manager is Microsoft
Preview
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IT - Microsoft Setup: Test Office Portal Login as User
Preview
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IT - Microsoft Setup: Download Teams App to Computer
Preview
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IT - Microsoft Setup: Test Teams App Login
Preview
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IT - Microsoft Setup: Outlook Calendar Share
Preview
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IT - Email to Client Intake: Calendar Share Ready and Case Assignment Information
Preview
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Intake Lead - Ensure Intake Has Added Calendar & Info is Added to Case Assignment tab of BACMS
Preview
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IT - Microsoft Setup: Outlook Email Signature
Preview
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IT - Microsoft Setup: Groups & Channels
Preview
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IT - Microsoft/Bamboo Setup: Add O'Law Email to Bamboo Profile
Preview
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IT - Dial Pad: New User Setup Part 1
Preview
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IT - Dial Pad: New User Part 2
Preview
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IT - Dialpad: Download Dialpad App to Computer
Preview
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IT - Dialpad Setup: Test Login to App
Preview
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IT - Dialpad Setup: Add User to Dialpad Departments & AI Contact Centers [INTAKE]
Preview
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Office Manager - Dialpad Setup: Setup Dialpad Desk Phone
Preview
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Office Manager - Dialpad Setup:Add OFL Contacts to Dialpad Desk Phone
Preview
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IT - Dialpad Setup: Dialpad and Outlook Chrome Extension Integration
Preview
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IT - Clio Setup: Create Manage Account
Preview
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IT - Clio Setup: Create Grow Account
Preview
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IT - Clio Setup: Accept Manage & Grow Invites
Preview
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IT - Clio Setup: Test Clio Manage & Grow Logins
Preview
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IT - Clio Setup: Set Billing rate in Clio Manage
Preview
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IT - Clio Setup: Clio Calendar Share
Preview
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IT - Clio Setup: Add Attorney as Associate in Manage
Preview
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IT - Clio Setup: Grow Email Signature, Email Integration and Manage Calendar
Preview
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IT - Clio Setup: Turn off Grow Inbox notifications
Preview
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IT - Clio Academy Account Creation
Preview
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IT - Adobe Setup
Preview
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IT - Lexis Nexis Setup
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IT / Sadie - Odyssey Setup
Preview
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IT - Task List Setup
Preview
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IT - Setup Consult Tally form task
Preview
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IT - Add Client Intake Member to Consult Tally Form
Preview
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IT - Client Intake to Quality Control
Preview
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Employee - Remote Team: Dialpad and Outlook Chrome Extension Integration
Preview
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IT - Assign Trivia License
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IT - Login Credentials: Email all Logins to Employee & Trainer
Preview
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Trainer - Test credentials and hardware
Preview
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Trainer - Set Up Microsoft Chats
Preview
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Trainer - Understanding Bamboo Onboarding Mechanics
Preview
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Trainer - Pre-Start Checkin Email
Preview
Video lesson
IT / Sadie – Odyssey Setup
Need to have ARDC #. Should likely insert into Legal Team provisioning somewhere, maybe in the New Hire Form step. Once that’s done, we could remake a training video and hand to IT.
Link to setup site URL. https://efileil.i2file.net/
Link to rough training video from 6.19.22. https://oflahertylawcom.sharepoint.com/sites/OFL/_layouts/15/stream.aspx?id=%2Fsites%2FOFL%2FShared%20Documents%2FGeneral%2FRecordings%2FOdyssey%20Setup%20How%20To%2D20250619%5F142732%2DMeeting%20Recording%2Emp4&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview%2E0c53f6b3%2Dd623%2D4907%2Db5b8%2Df335bb054f77