Your training manual is generated from your actual firm procedures, case management workflows, and client service standards.
Client Intake & Onboarding
Initial consultation scripts, conflict checks, engagement letter procedures, fee agreements, client file setup.
Case Management
File organization, deadline tracking, court filing procedures, discovery management, document retention — from your actual workflows.
Confidentiality & Ethics
Attorney-client privilege handling, document security, information barriers, records disposal, ethics compliance.
Office Administration
Phone handling, calendar management, billing procedures, trust account protocols, vendor management.
1
Upload Your Docs
Firm procedures, intake forms, case management docs, office policies.
2
Preview Your Manual
Review your custom manual before you pay. Make sure it covers your firm.
3
Download & Train
Pay $99, download your branded Word doc, and onboard your team.
Does this include confidentiality and ethics protocols?
If you upload your firm's confidentiality agreements and ethics policies, they will be incorporated. The manual also includes professional best practices for attorney-client privilege and document handling.
Can I make separate manuals for paralegals and administrative staff?
Yes. Each manual is a separate order. Describe "Paralegal Procedures Manual" for one and "Administrative Staff Manual" for the other.
Will it cover our case management system?
If you upload documentation about your case management software and workflows, the manual will reference your specific system and procedures.
What types of law firms does this work for?
Any law practice — personal injury, family law, criminal defense, corporate, immigration, estate planning. Upload your specific procedures and the manual is built for your firm.
Can I get my manual in Spanish or another language?
Yes. Just specify the language in your description — "Front of house training manual in Spanish" — and the entire manual is generated in that language. Available in English, Spanish, French, Portuguese, Chinese, and 20+ other languages. Bilingual manuals are also available.