Module 2: Operations
In this module, you will schedule two onboarding calls: 1. Operations & HR and 2. IT. In these calls, you will learn about signing up for benefits and payroll, adding you to the website, Microsoft Office, and access to our systems including the Practus Intranet and our document management system (NetDocuments). Our goal is for your transition to feel as seamless as possible.
To keep on track, you are welcome to book all of your Onboarding calls ahead of time using this dashboard, but you must complete any tasks prior to having your call.
As always, if you have any questions, please refer to your Partner Handbook and reach out to your Module Guide for support.
Module Content
Operations
Complete Personnel Information Sheet
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Book your Onboarding call with HR & Operations!
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IT
Complete IT Onboarding Questionnaire
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Book your Technology Onboarding call!
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MARKETING
Book your Marketing Onboarding call!
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Complete your Firm Bio
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PRACTUS TECHNOLOGIES
Virtual Office Overview
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NetDocs Overview
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Intapp Conflicts & Client/Matter Intake
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Pioneer Legal Intelligence
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