Training shaped around your current file flow
Training starts with the way your firm already works, not with a generic classroom script. We look at the roles in your office, the steps that slow people down and the parts of the platform that need more confidence, then build the session around those exact touch points.
That may include attorneys who prepare documents, paralegals who manage matter updates, or administrators who keep templates and permissions in order. In Sandton or across other offices, the aim is the same: fewer workarounds and cleaner use of the system on ordinary matter work.
What user training usually covers
User training is for the people who work inside the system every day. It focuses on practical actions that keep matter records current, documents organised and evidence easy to find later.
- Creating and saving documents from approved templates
- Updating matter stages and deadline fields
- Uploading supporting files into the right review queue
- Searching for evidence and checking document history
- Using notes, tags and task markers without clutter
We keep the session hands on, with examples from your own workflow where possible. That makes it easier for staff to see how the pieces fit together when pressure builds near filing dates or court deadlines.
Administrator training for the people who keep order
Administrator training is for the people who shape how the platform behaves across the firm. It is useful when you have new staff joining, new departments being added or a cleaner way needed to handle access and templates.
- Setting user roles and permissions by team or office
- Managing template versions and naming rules
- Reviewing matter queues and assigning work properly
- Checking secure hosting settings and account access
- Handling routine maintenance, reports and cleanup tasks
This session is more detailed than user training, because administrators need to understand where mistakes creep in. A small change in permissions or workflow settings can ripple through a whole practice, so we go carefully through the parts that matter most.
How we prepare before the session
Before training takes place, we ask for a clear picture of your current setup. That may include the teams involved, the document types you use often, the matter stages you track and any review steps that have become messy over time.
Where a firm already has templates or matter routes in place, we work with those rather than forcing a new structure. In some offices there is also a need to tidy old naming habits or storage patterns, especially where shared drives have grown uneven over time.
A few items are useful to have ready:
- Typical document types and matter categories
- Any current pain points in drafting or filing
- Roles for users, managers and administrators
- Examples of evidence packs or review queues
- Office locations involved in the rollout
Training for secure handling and POPIA minded use
Law firms handle sensitive information every day, so training also covers careful use of access controls, audit trails and evidence handling. We speak in practical terms about file discipline, safe sharing and the sort of record keeping that supports day to day compliance habits.
POPIA is part of that conversation, but we keep it at a general operational level. The focus is on how users should treat personal and confidential material inside the system, not on giving legal advice. That keeps the session useful for both legal teams and office support staff.
Booking a session for one office or several
Some firms need training for a single office, while others want the same working pattern used across Johannesburg, Pretoria, Cape Town, Durban or Bloemfontein. We can shape the session for one team or split it by role if attorneys, administrators and support staff need different levels of detail.
Clients reach us through the enquiry form on our contact page, and that is the place to request training, mention your office areas and say whether the session is for users, administrators or both. If there are document types, workflow quirks or security questions that need attention, include them upfront so the session is set up with the right focus.
