To ensure a smooth and effective onboarding experience, we offer three tailored implementation options designed to fit different firm sizes and needs...
Group Onboarding (Free)
For firms looking for a DIY, self-paced approach with guided support.
📌 What's Included?
- Live training workshops to help you get started
- Step-by-step onboarding guide (self-service)
- Real-time support for technical and configuration advice
- Pre-recorded videos and help articles
📅 Workshop (Live Training Sessions)
Workshop content includes:
- Get Started with Socket – Configuring pricing and importing clients
- Proposal Fundamentals – Creating proposals and engagement letters
- Optimizing Client Engagement – Customising templates & workflows
💡 Ideal for: Small firms, self-starters, those migrating from other tools (GoProposal, Ignition, etc.).
Guided Implementation (Paid)
For firms that want hands-on, expert-led, structured onboarding with 1:1 support.
📌 What's Included?
- Personalised onboarding plan tailored to your firm’s structure
- 1:1 sessions with a Socket expert (live Zoom calls)
- Hands-on assistance with data imports and pricing setup
- Customised workflow recommendations for automation & efficiency
- Best practices & review meetings to ensure smooth adoption
📅 Suggested Timeline (~2 Weeks)
- Session 1: Kickoff and strategy session (understand your needs)
- Session 2: Data import (pricing, clients, settings), proposal and engagement letter setup
- Session 3: Testing, team training and adjustments
- Once Live: Invoice and billing process integration
💡 Ideal for: Mid-sized firms that want expert guidance to implement Socket efficiently.
Enterprise Implementation (Custom)
For large firms with complex workflows and custom requirements.
📌 What's Included?
- Dedicated implementation specialist
- Customised training sessions for different teams
- Bespoke automation setup (e.g. API integrations, custom reports)
- Data migration assistance from existing systems
- Ongoing 1:1 support for 90 days post-launch
📅 Enterprise Timeline (Tailored)
- Discovery and planning (deep dive into workflows)
- Implementation strategy and roadmap
- Full system setup, integration and testing
- Team training and adoption strategy
- Post-implementation support and optimisation
💡 Ideal for: Large firms with complex needs, multiple team members, and high-volume proposal processing.
Any Questions?
Not sure where to get started or need guidance on which package is right for you?
