Trainer – Set Up Microsoft Chats

Add staff member to appropriate Microsoft office chats. This has old ‘Groups’ in the description below, but the chats should be accurate, so you can ignore the groups; that is done by IT. Ask department lead if unsure which to add to.

 

Can add to groups via admin access to link below. https://admin.microsoft.com/Adminportal/Home?source=applauncher#/groups. Again, adding to groups should be done by IT in a previous step, so you shouldn’t need to do this, but if not, can add via the appropriate Teams channel or by navigating to the admin portal with the link.

 

General Groups/Teams for Everyone

1. OFL Team:

o All employees should be added.

o Add via the “Add a Member” function.

2. Work Chat:

o All employees should be added to this chat.

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Specific for Attorneys

1. Groups/Channels:

o Client Intake (if relevant).

o Pre-approved Miscellaneous.

o Escalation Protocol (if they are a senior or lead

attorney).

o Service@

o attorneys@

o OFL Attorney and Paralegal Guide

Coverage Calendar/Bi-Weekly Atty/Para Meeting

2. Chats:

o Workload Management Chat.

o All Attorneys and Paralegals Chat.

o Naperville Chat (if based in Naperville).

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Specific for Paralegals

1. Groups/Channels:

o service@

o paralegals@

Coverage Calendar/Bi-Weekly Atty/Para Meeting

o Paralegals Chat.

2. Chats:

o Workload Management Chat.

o All Attorneys and Paralegals Chat.

o Naperville Chat (if based in Naperville).

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Specific for Senior or Lead Roles

1. Groups/Channels:

o Escalation Protocol (for senior or lead attorneys only).

2. Chats:

o Sas/RM Chat.

 

Client Intake

Chats:

-Wintake chat

-Case Assignment-Intake

-‘Intake-Same Day Closers’

-Booze Cruise 24

-Dorich Chat w/ Intake

-Billing Questions

-Naperville Office

Channels:

-Client Intake

 

Groups:

Client Intake

Office

Client Intake

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Additional Notes

• OFL Team and Resources:

o Ensure all employees have access to the OFL Attorney and Para Guide.

o Add employees to the OFL Team group.

• Access Assignment:

o Confirm that attorneys and paralegals have proper access to Service group.

o Assign channels and chats based on office location (e.g., Naperville Chat).