Onboarding Checklist

We're thrilled to have you join RECORD! To ensure a smooth onboarding process, please follow these simple steps:

First-Time Setup Checklist for Law Firms

Create Your Account: Visit app.recordclient.com and sign up for your free account. This will be managed by your office administrator or lead attorney.
Invite Your Team & Assign Roles: Use the portal to invite your intake coordinators and other essential staff, and assign them roles as Admin, Attorneys, or Legal Staff in one step.
Customize Notifications: Set up your firm-level text notification that is sent to clients when inviting them to use the app.
Dashboard Overview: Familiarize yourself with the dashboard to understand key metrics like active clients, pending invites, and data entries.
Train Your Intake Team: Educate your intake coordinators on how the app will make their job more efficient.
Train Your Case Handling Staff: Teach them how the app will help gather information from clients without manual effort.

Filevine Integration: Sync client data and case phases automatically between RECORD and Filevine, eliminating the need for double data entry.
Clio Integration: Seamlessly integrate with Clio to ensure your case details are always up to date across platforms.
MyCase Integration: Connect RECORD with MyCase to streamline client communications and case management.
CASEpeer Integration: Integrate with CASEpeer to enhance case management efficiency with automated data syncing.
Neos Integration: Automatically sync data between RECORD and Neos, keeping your case details up-to-date.
Smokeball Integration: Improve your practice management by connecting RECORD with Smokeball for efficient data handling.
Zapier Integration: Automate workflows by integrating RECORD with thousands of other apps through Zapier.

For a complete list of available integrations, visit our Integrations Page.

If you have any questions about this process or need assistance with integrations, please don’t hesitate to contact us!

📲 Kenny Eliason

Thank you for choosing RECORD. We're here to support you every step of the way!