onboarding services team at linksquares

You’re in good hands.

These are (some of) the friendly faces of your onboarding journey.

Meet your team.

From your first call to your first executed contract, our customer success team is here to listen and help from onboarding and beyond.

Steve McKenzie

Four phases of onboarding

Our onboarding experience will enable your business to operate more efficiently, reduce time spent on administrative tasks, and gain visibility into your legal obligations.

  • Kickoff call
  • Project alignment
  • Workflow assessment / File sharing
  • Admin training
  • Templates and agreement creation*
  • File analysis and upload**
  • Any additional feedback and training
  • Workflow sign-off*
  • Confirm all customizations**
4Go live
  • Go live call
  • Customer sign off

*Finalize only | **Analyze only

Product training and resources

Product training and resources

As part of your onboarding, your dedicated customer success manager (CSM) will walk you through our system and the administrative settings. They will also provide product training and offer best practices throughout the onboarding.

Customer-driven at our core

Our product is built with customers in mind, incorporating their needs and wants into features and our roadmap vision. But don’t just take our word for it. Here’s what our customers are saying.

Customer stories

Customer-driven at our core
G2 Crowd Spring 2024 Contract Analytics Momentum Leader Total
G2 Crowd Spring 2024 Contract Analytics Leader Total
G2 Crowd Spring 2024 Contract Analytics Best Relationship Total
G2 Crowd Spring 2024 Contract Analytics Best Usability Total
G2 Crowd Spring 2024 Contract Analytics Americas Leader Total
G2 Crowd Spring 2024 Contract Analytics EMEA Leader Total

Onboarding Services FAQ

Yes! LinkSquares will assign each customer a dedicated customer success team. They will work with you throughout onboarding to align on your short and long-term goals, serving as both project managers and best practice consultants.

LinkSquares never charges you for training. In fact, we love coming on-site to meet your team in person for hands-on training and Q&A!

We pride ourselves on being super responsive and answering tickets in a timely manner. You can expect a response within 48 hours.


Want to learn more?

  • Check out our product features.
  • Schedule a personal demo.
  • Request a pricing quote.