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How Streamline AI Implementation Works - Step by Step Guide

Streamline AI for Legal

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How Streamline AI Implementation Works - Step by Step Guide

357 просмотров · 1 г. назад
Streamline AI for Legal
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357 просмотров · 1 г. назад
Wondering what onboarding actually looks like after you sign on with Streamline AI? In this walkthrough, Implementation Manager Evan Mahalski covers the full process step by step, from kickoff call to go-live, and what to expect at each stage. What this video covers: The typical timeline: about 4 weeks, though it can be compressed to as little as 4 days depending on your team. What happens in the kickoff call and the two deep-dive configuration calls that follow. Setting up SSO and user access ahead of launch. Pre-launch testing, company rollout announcements, and choosing between an all-at-once or phased go-live. What ongoing support looks like after launch. Learn more or get started: https://www.streamline.ai/get-started Timestamps: 00:07 – Introduction 00:20 – Overview: a 4-week process (compressible to 4 days) 00:43 – Week 0: signing on and environment setup 01:04 – The kickoff call 01:26 – Weeks 1–2: deep-dive configuration calls 02:10 – The second configuration call: Q&A and routing logic 02:39 – Weeks 3–4: SSO integration and user enablement 03:32 – Pre-launch testing and feedback 03:53 – Company rollout announcement 04:10 – Go live: all-at-once vs. phased approach 04:33 – Ongoing support after launch #LegalTech #LegalOps #StreamlineAI