Post-purchase onboarding

Client intake built like a legal dossier, not a generic web form.

This packet gives the CounselSync team the exact operational context we need before your setup call. Complete it once, and we will turn the answers into your initial dashboard map.

5 minute completionStored in CounselSync PostgresDesigned for welcome-email embed

Communication map

Inbox coverage, shared mailboxes, aliases, and who owns the follow-up loop.

Court source inventory

The filing portals, docket systems, and document sources your team monitors today.

Billing shape

How your spreadsheet is structured so CounselSync can mirror the same reporting logic.

What to have ready

Primary operations contact
User count for attorneys and staff
Case communication email accounts
Court filing systems and portals
Current billing spreadsheet format

Firm nameThe legal entity or DBA clients know your firm by.Primary contact nameWho should CounselSync coordinate with during onboarding?Primary contact emailWe will use this email for onboarding follow-up.Number of attorneys or usersInclude everyone who needs access to the dashboard or workflow.Email accounts used for case communicationsList inboxes, shared mailboxes, aliases, or distribution groups.Court filing sources or portalsInclude court systems, e-filing portals, or document feeds you rely on today.Current billing spreadsheet formatTell us the file format and structure your team uses today.Special workflow notesOptionalOptional. Share exceptions, approval steps, naming rules, or anything the setup team should know.

Client intake built like a legal dossier, not a generic web form.

Tell CounselSync how your firm operates.