These are (some of) the friendly faces of your onboarding journey.
You’re in good hands
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.
4 Phases of Onboarding
Our 4-part onboarding experience will enable your business to operate more efficiently, reduce time spent on administrative tasks, and gain visibility into your legal obligations
Discovery
- Kick-off call
- Project alignment
- Workflow assessment/file sharing
Configuration
- Admin training
- Templates & agreement creation*
- File analysis & upload**
Review
- Any additional feedback & training
- Workflow sign-off*
- Confirm all customizations**
Go-Live
- Go-live call
- Customer sign off
*Finalize only | **Analyze only
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 take our word for it. Here’s what our customers are saying.
“I am fully committed to bringing value to our customers every step of the way. I loved the product as a customer and recognized the benefits it brings to legal teams and drives companies forward. Since joining LinkSquares, I’ve brought my philosophy of customer-driven product growth to the forefront of everything we do.”
Jess Bicknell
VP, Customer Success
FAQs
Will I have a dedicated customer success rep? 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.
Do you charge for onsite visits or trainings? 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!
How long will it take to receive a response if I have an issue? We pride ourselves on being super responsive and answering tickets in a timely manner. You can expect a response within 48 hours.
