Our team will help you set up your indema platform, optimize your team’s workflow and get your company fully on board. Alternatively, you can choose a partner from our directory to assist with consultation on setup, implementation, training and many more options.
FREE
Self-Guided
You are tech-savvy and feel confident about setting up the site by yourself using our how-to video's and support articles.
- 1 Q&A call with our implementation expert
- Access to indema's self-guided onboarding course.
- Access to our support articles and how-to videos.
- Regular chat or email support from our team.
Timeframe: 1 Week
$950
Standard
You run a busy firm and are small, but busy enough that you need an extra hand getting everyone on the same page. Great for teams of 3-10
- 1 business process mapping session
- Fully set up your system for success
- Access to an account rep with personalized video help
- Up to 3-hours of team training
Timeframe: 5 Weeks
$2,499
Premium
For larger teams and with a more strategic approach. We will train the team and onboard them based on the process your firm already has.
- 1 business process mapping session
- Fully customized set of email templates for the team.
- Assistance with data migration (Contacts, vendors, leads, projects, products)
- Access to an account rep with personalized video help
- Fully set up your system for success
- Up to 6 hours of team training
Timeframe: 8 Weeks
Contact Us.
Custom
We will tailor the onboarding package to your unique needs and business processes.
You have a team of over 20 people.
Timeframe: Varies