Set Your Firm Up for Success With Services That Scale With You

Whether you’re onboarding new staff or transitioning your whole firm to SmartVault, our training and onboarding programs help you master the platform quickly and with confidence. Choose from a self-guided track with access to videos and how-tos, or opt for expert-led training tailored to your workflows. Our implementation specialists ensure you get up and running without the downtime, confusion, or guesswork, empowering your team with the skills to succeed.

SmartVault’s expert team makes it easy to migrate your firm’s data from tools like FileCabinet CS, ShareFile, or local file servers. We preserve folder structures, ensure role-based permissions carry over, and eliminate duplicate files, so you can start fresh without losing critical records or spending time on cleanup. Let us handle the heavy lifting while you stay focused on your business.

Our commitment doesn’t stop after onboarding. We partner with your firm to offer strategic workflow consultations, help designing folder structures, and guidance on scaling your processes as your business grows. We’ll also share proven best practices for onboarding clients and team members, ensuring long-term success and reduced admin work.

SmartVault Academy gives your team access to self-paced courses, video walkthroughs, and deep dives into specific features and workflows. Weekly Smart Hours let you engage with our experts in real time, offering live Q&A and topic-specific coaching. Whether you’re brand new or looking to go deeper, our educational resources help your team continuously level up.

When you need help, you won’t be stuck with a chatbot or automated system. SmartVault’s U.S.-based Customer Care team delivers responsive, knowledgeable support via phone, chat, or email. From technical troubleshooting to workflow best practices, our Customer Success Managers check in proactively and are ready to guide your firm through any challenge. It’s no wonder we maintain a 97% customer retention rate.