Rightworks Onboarding Services
Paid Services Offered
Learn how to set-up and use your SmartVault account, along with a few best practices, from a SmartVault Onboarding Manager.
Move documents from your current document management system or storage solution into SmartVault with assistance from a SmartVault Onboarding Manager.
Training hosted by a SmartVault Onboarding Manager to teach your employees the essentials, including specific workflows within SmartVault.
Assisted Onboarding
Transition to SmartVault with a dedicated Customer Onboarding Manager | $500
Understand the desktop icons, settings and custom branding, adding/inviting employees, adding/inviting clients, manage folder templates/work with engagements
Overview of settings page, how to use Files and Folders view of online portal, how to use the Connected Desktop, guest/client experience
Review questions from SmartVault Academy, finish any setup from the first session, configure any additional configurations, review any advanced/additional features
Data Migration
Expert assistance to prep, upload, and organize your firm’s data into SmartVault | $750 per migeration
Review the data exported with your Onboarding Manager and discuss next steps, timeline, and expectations
Transfer data using our in-house upload tool. This tool is set-up by the Onboarding Manager.
Designate the data transfer destination for all client vaults with an in-house developed tool that the Onboarding Manager will set up.
Disburse the data into client vaults, and run any ‘clean up’ as needed. The Onboarding Manager handles this step.
Team Training
This Personalized training will teach your employees SmartVault essentials and your specific document management workflow within SmartVault. | $300
