Partner First Steps

Welcome to the Clockwork family

We're glad that you have joined us!

This article steps you through the the things to complete within your first week at Clockwork. Keep in mind while going through these steps, we're here to help and Support you along the way. If you have any questions, don't hesitate to reach out to our Support team to help get you unstuck whenever needed. 

1
Schedule your Orientation. If you haven't done so already, this is probably the single most important step you can take to get tied into Clockwork. Our Orientation meetings will step you through your new interface and show you where everything lives. We'll also make sure you're pointed in the right direction with the first week basics. Go ahead and contact  Support to schedule your orientation. 

2
Add any additional firm users. Learn how to here
3
Add People to your database. There are lots of ways to do this. Here are a few:
4
Customize Clockwork fields to fit your firm's workflow. We love to empower our customers and this is just one of the many ways we give you control over your experience with our platform. Learn how to here.
5
Complete your training! Learn all about our Initial and Advanced training courses here.

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