We prioritize ensuring the perfect fit for everyone involved. During our initial consultation, our dedicated team will engage in a comprehensive discussion to understand your unique requirements, budget, timeline, and priorities. This collaborative session aims to explore the full potential of your Microsoft 365 services and determine the ideal Arrow365 Plan that aligns perfectly with your needs. We believe in providing tailored solutions that empower your success, and this consultation sets the foundation for a customized approach that caters specifically to you, your team, and your practice.

In this pivotal step, we take care of preparing the Agreements that outline essential details, including the end-user license agreement, services, and support specific to your chosen Arrow365 Plan. It's important to note that these Agreements solely pertain to your Arrow365 Plan and do not affect your Microsoft 365 subscription. By signing these agreements, you solidify your commitment to an enhanced legal practice, equipped with the tools and support necessary to drive your success forward.

Our customized Client Welcome Packet is a vital resource delivered conveniently by email with a secure OneDrive link. Within this packet, you'll find essential information to prepare you for the next phase of our collaboration, including details about the project scope, key information required to kick-start the process, and what you can expect during training. Additionally, the Welcome Packet serves as a guide that equips you for the upcoming SharePoint Design Meeting, where we'll shape and refine your SharePoint template to match your unique needs.

We want to help bring your workspace vision to life. Together, we'll explore and fine-tune elements such as default folder structures, OneNote Notebook sections and pages, Planner buckets, and more, ensuring they align seamlessly with your workflow. Beyond that, we'll discuss an array of essential details, delving into your unique requirements and crafting a customized solution. You'll have the opportunity to select an Arrow365 default SharePoint template, laying the foundation for your tailored workspace. After our meeting, we'll begin the exciting process of customizing your chosen Arrow365 SharePoint template, building a digital environment that reflects your distinct needs and aspirations.

In this step, we dedicate ourselves to setting up your Arrow365 system, ensuring seamless integration with our powerful platform. We'll deploy and configure your chosen Arrow365 template, customizing it to align perfectly with your unique requirements. Simultaneously, we prepare your customized Team Communication site, a centralized hub for efficient collaboration and communication, as well as your Microsoft 365 Training Center, equipped with valuable resources and guidance to maximize the potential of your digital workspace. With careful attention to detail, we lay the groundwork for a customized and efficient ecosystem that propels your legal practice toward unprecedented success.

In this final step, we guide you toward a seamless transition into your new system. Our comprehensive training session marks the beginning of your journey to master the Microsoft 365 applications, both independently and in tandem with SharePoint and Teams. With a focus on practical skills, we cover essential topics such as system navigation, leveraging Arrow365 to efficiently create and close Matters, and so much more. Our training sessions take place via a screen-sharing Teams meeting, allowing for real-time interaction and learning. To ensure your continued success, the session is recorded and made available for playback, enabling you to revisit and reinforce your newfound knowledge whenever needed.