Onboarding

How a role connects to your firm

A clerk is switched on the way a colleague would join: it gets a mailbox, a chat, and a set of rules to follow. What it cannot resolve on its own goes to a person.

Mailbox

This section is being written. It will describe how the clerk's mailbox is set up and how it relates to your existing addresses.

Chat

This section is being written. It will describe how you and your team talk to the clerk day to day, and where that conversation lives.

Rules

This section is being written. It will describe how the clerk is told what your firm's specific process is, and how that gets adjusted over time.

Escalation of exceptions

This section is being written. It will describe what happens when the clerk meets something outside its rules — the case that always goes to a human.