Legal - IT Onboarding Playbook

What does a new attorney or paralegal at your firm actually receive on day one?At most firms, the honest answer is a laptop, a temporary password, and a hope that someone has time to walk them through the rest. The result is two weeks of IT support tickets for things that could have been documented once and handed to every new hire forever.This playbook is that document.Built by a legal IT professional with 30 years of onboarding experience at law firms of every size, this playbook covers everything a new staff member needs to get set up, stay secure, and work the way the firm expects — written in plain language, organized by role, and designed to be customized with your firm's real tools, real contacts, and real policies in about 20 minutes.What's inside:— Section 01: Welcome and first-week timeline — Day 1 through Day 5, specific tasks per day— Section 02: Microsoft 365, Teams, and MFA enrollment — step by step— Section 03: Practice management system basics — Clio by default, swap notes for MyCase, Smokeball, and PracticePanther included— Section 04: Document management — naming conventions, folder structure, where things actually go— Section 05: Client communication — approved channels and what is never acceptable— Section 06: Security habits — the five daily practices that prevent most incidents— Section 07: Remote work — VPN, approved devices, and what changes outside the office— Section 08: AI tools — what is approved, what is not, and the bar guidance every attorney needs to understand— Section 09: Helpdesk and incident reporting — how to get help and how to report a security incident fast— Section 10: Quick reference card — one page worth saving, printing, or screenshotting— IT setup checklist — 18-item internal checklist for the person running onboardingEvery firm-specific detail is marked with brackets throughout the Word document. Drop in your firm name, your helpdesk number, your PMS name, and your approved tool list — and it reads like it was written in-house.What you receive:— Editable Word document (.docx) — fully customizable, yours to own and update— Ready-to-use PDF — pre-filled sample version, usable immediately without customizationWho this is for: IT directors and office managers at law firms of any size who want a professional, complete onboarding document they do not have to build from scratch.17 pages. Both formats included. Instant download.

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