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

Whether you’re getting started or growing fast, SmartVault’s expert-led services, including onboarding, training, support, and data migration, are designed to keep your firm efficient, secure, and ahead of the curve. With over 3 million global users, a 97%+ customer retention rate, and SOC 2 Type 2 compliance, you can trust us to support your business from day one.

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Training & Onboarding

Start Strong with Personalized Training

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.

Data Migration & Setup

Migrate with Confidence and Zero Data Loss

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.

How Our Team Helps

More Than Support, Strategic Guidance for Long-Term Success

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.

On-Demand Learning

Learn on Your Schedule, Master the Platform

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.

Support & Customer Success

Expert Support That Keeps You Moving

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.

See How SmartVault Will Work for Your Organization

SmartVault is the easiest and most secure way for you and your staff to gather, store, share, and eSign documents in the cloud. We’re confident that you’ll agree, but why not take a closer look? We would be happy to give you a personalized tour and answer any questions you have. There’s no risk in learning more. Book your session today.

Schedule a 15-minute Demo