Launch control for the first live matters
Go live support is the period where the platform moves from configured to active in daily use. We work alongside your firm as the first matters, templates and evidence queues are handled in real conditions, with attention on document assembly, task flow and access control.
The aim is practical: fewer interruptions, cleaner handovers and less guesswork while the team learns the rhythm of the system. For firms in Sandton, Rosebank, Pretoria, Cape Town, Durban and Bloemfontein, this often means supporting people across different offices, departments and practice areas without forcing one rigid way of working.
- Live assistance as the first files move through the system
- Checks on matter naming, routing and template use
- Support for user access, permissions and document access rules
- Guidance for evidence review queues and search filters
What is included in go live support
The support package is built around the exact modules your firm has switched on. That can include matter pipelines, template libraries, evidence imports, review queues and secure hosting settings. If your staff need help with bulk document generation, status updates or evidence tagging, we stay close to those workflows and work through the rough patches with them.
We also check the small operational details that matter in a legal environment, such as who can edit templates, who can approve matter stages and who should only view selected evidence sets. POPIA is considered in general terms when access, storage and sharing rules are set up, especially where sensitive client information moves between teams.
- Go live checklist review against the configured workflow
- Support for first-time document assembly and matter movement
- Permission checks for users, groups and restricted records
- Evidence import review, including naming and searchable fields
- Operational guidance for internal admins and team leads
How the launch support runs
The process begins with a pre-launch review of the setup that is already in place. We confirm the templates, pipelines, user roles and evidence structure, then agree which live files will be used as the first test of the system. Once the platform is active, we stay involved as staff start using it for real matters and real deadlines.
Support is handled in a measured way, not by flooding people with too many changes at once. If a form field is causing confusion, if a template needs a clean-up or if a matter stage is creating unnecessary steps, the issue is addressed in context and the workflow is adjusted where needed.
- Pre-launch review of templates, matter stages and user roles
- First-file support during active use
- Issue log for workflow gaps, access snags and document errors
- Refinement of labels, routing rules and review steps where needed
Turnaround shaped around your launch date
Go live support is scheduled around the date your firm starts using the system in full. The exact shape depends on how many users are involved, how much data has been moved across and how many matter types are being activated at once. A small litigation team with a focused template set needs a different support pattern from a multi-office firm handling several practice areas.
For planning purposes, the launch window is usually divided into setup review, first-use support and post-launch settling. That helps the team know when to expect hands-on help, when to test the process and when to treat the new system as the normal way of working. The aim is steadier use, not a rushed handover.
Where firms operate across Johannesburg, Pretoria or Cape Town, we also factor in staggered user groups, office-specific admin rights and different local workflows. That keeps the go live support practical rather than forcing everyone into the same launch schedule.
Pricing that follows the scope of the rollout
Pricing is shaped by scope rather than a fixed one-size figure. The main factors are the number of users, the number of templates, the volume of evidence being imported and the amount of live support needed across the launch period. A single-office onboarding with light workflow changes is priced differently from a larger firm with multiple user groups and more complex matter paths.
We keep the pricing approach tied to work that can be defined clearly, such as document checks, system walk-throughs, permission review and launch-day assistance. That helps firms budget with proper line items instead of guessing what the support includes.
- User count and office spread
- Template volume and document complexity
- Evidence import size and record structure
- Level of admin coaching required during launch
- Any extra workflow adjustments agreed before go live
Aftercare once the first files are moving
Aftercare is focused on helping the system settle into day-to-day legal work. Once the first files have moved through cleanly, we review what is working well, where users hesitate and which parts of the workflow need tidying. That may mean adjusting permissions, simplifying a template path or tightening naming rules for evidence and matter records.
For many firms, the first few weeks reveal small process issues rather than major system faults. A form may need clearer labels, a review queue may need fewer steps or a team may need better admin notes for internal handovers. That is where aftercare adds value, because the goal is not just a working launch but a working habit.
- Review of user friction points after first use
- Workflow refinements based on real matter handling
- Template touch-ups where fields or prompts need clarity
- Guidance for internal admins handling routine changes
Specs for launch support in a legal environment
These are the practical details firms usually want in front of them before go live support is booked into the calendar. They show the shape of the service without turning it into a generic software promise.
Key facts
| Service area | South African law firms using document assembly, matter workflows and evidence review tools |
|---|---|
| Primary locations | Sandton, Johannesburg, Pretoria, Cape Town, Durban, Bloemfontein |
| Support scope | First live matters, user guidance, permissions, templates, evidence queues |
| Security focus | Access control, secure hosting settings and general POPIA-aware handling |
| Typical users | Attorneys, paralegals, operations teams and internal administrators |
| Engagement format | Scoped launch support, post-launch review and practical workflow refinement |





