Onboarding
Supported onboarding
Customization. Training. Support.
Dazychain’s template-driven onboarding process and the continuous support from Dazychain consultants simplifies the change process.
Our highly-skilled onboarding team listens carefully to your needs to configure your workflows, templates, reports and data collection, creating a reliable, single source of truth for matter management.
We liaise with your IT department to effectively manage security and compliance considerations, ensuring integration, data migration, data security and compliance are adequately addressed.
Dazychain is genuinely invested in your team’s success. We don’t just sell software, we care about people, and we’re committed to creating the change needed for your team to excel in their work. We work with you to ensure the onboarding experience and change management is pleasant, comprehensive and efficient. We follow up until you are confident, and make any changes to the system you request to improve the configuration over time.
“Managing the transition to Dazychain was easy for us. The Dazychain team sat down with us and asked us about our business structure, what we needed to cover off on in terms of reporting for our business units, what type of advice we are usually giving, so that they could then configure the platform for us, so when we’re opening a matter for that topic or business unit, it is seamless.”
Kirrilly Gordon
Group Commercial and Legal Manager
SEE Civil
Highly rated by legal teams using Dazychain to centralize and manage their legal matters.
What is Legal Matter Management Software?
Legal matter management software helps in-house legal teams and corporate legal departments organise, track, and manage legal work across the organisation. Instead of relying on spreadsheets, shared inboxes, or disconnected tools, a legal matter management system centralises requests, documents, workflows, and communications into a single platform.
This creates a centralized platform where legal departments can manage all legal matters in a single secure workspace, ensuring documents, communications, and matter data remain connected within one secure platform.
For corporate legal departments, this creates a structured way to track legal matters from intake through to resolution. Modern legal matter management software improves visibility across the legal department, simplifies collaboration, and provides reporting on workload, risk, and legal operations
How Legal Matter Management Software Improves Legal Team Productivity
Managing legal work across multiple business units can create significant administrative overhead for corporate legal departments. Without a structured system, legal teams often rely on spreadsheets, emails, and manual processes to track matters and coordinate work.
Legal matter management software focuses on reducing administrative tasks and improving legal team productivity by centralising matter data in a single system. With the right matter management system in place, legal departments can track matters, manage deadlines, and maintain visibility across ongoing legal work.
This enables legal departments to spend less time managing processes and more time delivering strategic legal support. By improving visibility into legal work, organisations can also gain better oversight of legal spend, matter progress, and operational performance across the legal function.
For legal professionals and legal leaders responsible for managing legal operations, the right matter management system helps improve legal team productivity while maintaining oversight across all active matters.
Challenges Corporate Legal Departments Face Without Matter Management Software
Many corporate legal departments rely on spreadsheets, email threads, or disconnected systems to manage legal work. As the number of matters grows, this approach makes it difficult to maintain visibility, track deadlines, and coordinate work across teams.
Common challenges include:
• Limited visibility into active matters and workloads
• Difficulty tracking deadlines and regulatory obligations
• Fragmented communication between legal teams and business stakeholders
• Manual administrative work that reduces legal team productivity
• Limited reporting on matter workload, legal spend, and operational performance
Legal matter management software addresses these challenges by providing a centralised system for tracking legal work, automating workflows, and improving visibility across the legal function. Implementing legal matter management software typically involves configuring workflows, matter templates, reporting dashboards, and integrations with tools such as email, document management, and contract platforms.
The 7-step Dazychain onboarding process for legal departments
Our onboarding process helps rapidly grow the team’s confidence and capability. We continue to follow up until you are utilizing the platform routinely and easily.
Implementation takes about 8 hours in total, running over two weeks. However, we are flexible and can accommodate your team’s availability or urgency.
IT security and compliance meeting
We work collaboratively with your IT team to ensure common questions and issues associated with enterprise legal management software are addressed, including:
- Compatibility with existing infrastructure
- Seamless integration with other systems
- Regulatory compliance and protection of sensitive legal data
- Scalability to accommodate future growth
- Customization to match the existing legal workflows and processes
Additional communication during the implementation process is required with IT teams to ensure whitelisting and Outlook add-in installation are completed prior to training. If customers are utilizing SSO services, this process occurs separately before launch.
Business discovery workshop
In the business discovery workshop, we review every aspect of your work to capture your requirements in the system. We use a templated approach to enable you to take advantage of our best-practice templates and library of examples.
- We explore the types of work your team creates, your matter management and contract lifecycle processes, legal spend data, reports required and the pain points of your current legal operations
- We provide examples of how other in-house legal teams have set up Dazychain and then explore configuration, workflows, folder set-up options, and security groups specific to your organization
- Information is documented in a configuration setup document that serves as the working file for the legal team to further finesse requirements and for Dazychain to configure your new account
Configuration
When we complete the business discovery, we create an overview of your legal department’s requirements and undertake the configuration. This includes setting up folders, matters, documents and document templates, workflows for legal matters and fields linked to the workflows.
We create several example matters and reports in Dazychain ready for template check-in.
Template check-in
The next step is the configuration check-in, where we meet to demonstrate your customized Dazychain. We invite you into the system to explore your configuration, create matters and view the reports. The configuration comes to life, enabling the legal team to better understand how they might interact with the system. Template check-in is also an opportunity to identify further refinements.
Training and change management
Training is delivered in a ‘hands-on’ session that usually takes place online. We guide the legal team through the system to create matters, enter information, upload documents and generate reports.
Throughout this session, you may find users asking questions about how information is defined within the team. For example, what qualifies a matter to have a certain level of risk? How should a matter be named or how should legal spend management be coded? These are referred to as business rules and can be notated to assist the team with change management.
For the last hour, we bring everyone together to add matters to the system so by the time we’ve reached the end, 20 or 30 matters are active in the system.
Training sessions and materials are available for a range of audiences:
- Instructor-led training for legal teams
- Online learning for legal teams
- Instructor-led training for organizational administrators
- Online learning for organizational administrators
Go-live
We work together on launch day to ensure everyone is trained and prepared. Detailed handover occurs from the Dazychain implementation manager to the Dazychain account manager who then supports your team through go-live and provides ongoing assistance. To ease the transition, your account manager provides virtual support, troubleshoots, and answers questions.
We’ll also schedule follow-up meetings, establish IT contact and coordinate onboarding with partner law firms if required.
When Dazychain is launched, the comprehensive support continues. We check everything is operating as expected and meet the team each week as needed to offer support and advice.
Post-implementation reviews and support
One week after going live, we conduct a post-implementation review to evaluate the success of the implementation and address any early issues or concerns. This review includes:
- User experience feedback
- Performance evaluation
- Usage and adoption metrics
- Integration and workflow evaluation
- Issue resolution
- Collection of feedback and identification of any additional actions or training required.
“Something I love about Dazychain is the team, and the support that I receive. I can reach out to the Dazychain team and I feel like they really listen to the feedback we give about the system. We feel like what we say as customers matters, which is amazing.”
Helen Carr
Deputy General Counsel
MYOB
Personalised support, training and ongoing customer care
We believe in the value of Dazychain for enterprise legal teams and want to be sure your team can use our software comfortably and confidently. That’s why we provide ongoing endless support, training and customer care as part of your subscription:
- All training is included, with free online training, on-demand training, workshops and webinars
- Catch-up sessions for new team members and people who need refreshers
- Annual workshops where we complete an analysis with your team and reconfigure Dazychain if required
- Library of online learning resources so people can build knowledge in their own time
- Webinar masterclasses for users who want more in-depth information
- Continuing business analysis where we return to your Dazychain instance regularly to ensure that your team deeply understands Dazychain and its role in legal operations.
