A Service allows you to streamline your onboarding and create an automated way for new clients to hire your firm.
To get started, navigate to “Systematize” and click on “New”, then “Service”.
Here, you'll add all the details about your service, such as whether it's a subscription or flat fee service, and its internal and external names. You'll also provide a description of what your service includes.
Don't worry about perfecting this information immediately - it is for internal use only and you can update it later.
During this process, you'll also have the opportunity to craft your pitch. Having a clear and concise pitch that communicates the value of the Service will help ensure consistent communication across the team.
You'll also set the price and billing frequency (Actual billing will be set up later).
Once you've filled in the initial information, you can begin to design what’s included in the Service under the “Package” tab
Fidu allows you to specify what your Service package includes in the following categories:
Communication: How the client can reach you, such as consultations, office hours, or kick-off calls.
Client Feedback: Methods for clients to send you information for advice, such as research question forms or document uploads for reviews.
Legal Resources: Resources available to your client as part of their subscription, such as document templates or articles.
Non-legal resources: Additional offerings that increase the value of your service, like access to vetted referrals, industry reports, guest lectures, and event invites.
Others: Any other resources that don't fit into the above categories.
Projects: Any projects included here will be visible to the Client as “Available Projects” on the Client Dashboard.
There are two ways to add resources to your package:
Add Existing: Pull them from your productized content.
Add New Create a new one directly from your service package. These will automatically be stored in your productize library.
Please note that any resources added to the Package are only visible internally. To deliver resources to the client, they must be enabled to the client via a custom Page or the Library.
Finally, navigate to the “Process” tab to automate the onboarding and engagement process.
Connect your engagement document from your Productize resource library or create a new one. Use the following variables in your Engagement Questionnaire to ensure the questions populate the client/user records in the signup form/Engagement process:
client_name - If the client is an organization
user_first_name - The user record's first name.
user_last_name - The user record's last name.
user_email - The user record's email address.
Please note - the Sign Up Form and Engagement Agreement will be the same document.
If you are going to take payment, set up and configure your payment processor.
You can even add an approval step to review the client's engagement letter signing process. Use this for your conflicts check or to review other materials before allowing the client into the portal.
Add your optional terms and services for your client to accept during the engagement process.
Lastly, run or create a post-engagement workflow of 1-5 Fidu Tasks for more automation, which can automate the delivery of pages, projects, messages, and resources. This step is optional and will not affect your Service if you choose not to use it.
The entire process runs from top to bottom - you can reorder any steps by dragging and dropping elements.
Share the Sign Up Link with clients so they can kick off the engagement and onboarding process themselves!