General onboarding
Justice agencies
Choose the starting configuration for your workspace, including data, users, sign-in, a client portal, communications, automations, add-ons, and analytics.
About 15 minutesStart onboarding
A clear path from kickoff to go-live
Your implementation specialist turns your agency’s workflows, systems, and goals into a practical launch plan. Start with the intake that matches your program.
Before you begin
- Your agency contact information and timezone
- Current systems and expected data methods
- Initial locations, staff accounts, and sign-in choice
- Messaging, automation, and reporting choices
Choose your onboarding program
Program intakes ask only the questions needed for that implementation. Choose General onboarding if your agency is not part of a listed program.
Texas Court Reminder Program
Texas counties and participating agencies
Choose the workspace settings, data sources, locations, users, sign-in, client portal, messaging, automations, add-ons, and reporting your program needs.
About 15 minutesStart onboarding
Onboarding built around your agency
The intake gives your implementation specialist the context to make the kickoff call productive and set a realistic go-live plan.
- 1
Tell us how your agency works
Share your goals, participating teams, current systems, and target timeline.
- 2
Confirm scope and responsibilities
Your implementation specialist reviews the intake and confirms the plan in writing.
- 3
Configure and connect
We configure your environment and connect the data sources your agency will use.
- 4
Test, train, and go live
Your team validates the workflow, completes training, and launches with support.
Need help choosing a path?
Contact the onboarding team and we will route your agency to the right intake.