IntelligenceIQ
Everything to configure in your first hour, and how to log your first enquiry.
Before you begin
- Be signed in as a firm Admin.
- Have ready your financial year dates, practice areas, office locations, and team names and emails.
Setup at a glance
Firm > Financial year
What it does: Aligns reporting to your accounting year
Time: 2 min
Service lines
What it does: Your practice areas and sub-services
Time: 10 min
Notifications
What it does: Who gets emailed, and your response SLA
Time: 5 min
Alerts
What it does: Performance warning thresholds
Time: 3 min
Invites
What it does: Bring your team in with the right role
Time: 5 min
Offices
What it does: Branch locations for comparison reporting
Time: 2 min
Fee earner targets
What it does: Monthly instruction targets
Time: 5 min