Onboarding staff & management
Composure is designed to make your sign-up and team onboarding a seamless process. Once you’ve chosen the Composure plan that works best for your business, we’ll work with you to make sure you understand the tools and features available to you. From creating your first project to inviting your team members, you can onboard your staff in a matter of days to get your team focused on your most important legal matters while minimizing the time you spend on administrative work.
Invite your team to Composure
Once you have created your own administrator profile, you’re ready to begin inviting team members to Composure.
Begin by selecting your profile and then clicking the “Manage Users” option.
The next screen will show options to filter and manage your users once they are successfully onboarded. Select the “plus” icon to reveal two options from the dropdown menu: “Add Teammate” and “Add Collaborator.”
The first option allows you as administrator to create user profiles with their own analytics capabilities and ability to access legal matters unless they are marked as private. In other words, the “teammate” option is intended to be used for your legal team only given the deeper access they will have in Composure. “Collaborators,” on the other hand, might include business stakeholders who are not directly contributing to your business’ legal work. See “User types in Composure” for more information.
After selecting “Add Teammate,” a modal will populate where you can enter the new user’s information. Proceed with inputting the following information:
- First name
- Last name
- Work email address
- Work phone number
- [Optional] Legal specialization
- Staff designation
Regarding the last two options:
- The legal specialization field allows you to notate any qualifications or areas of legal expertise specific to that individual.
- The staff designation field allows you to differentiate members of your legal staff into distinct functional groups. For more information, see “What is the staff designation feature?”
Once all information is entered, select “Add” to complete the invitation process.
Thereafter, the new user will receive an invite to join Composure and complete his or her first profile login from an email sent to his or her work address.
To invite a colleague from your business, complete the same steps listed above, instead selecting the “Add Collaborator” option. For that user type, proceed with inputting the following information:
- First name
- Last name
- Work email address
- Work phone number
- [Optional] Home address
Customize Composure for your business
During your initial setup, you will need to adjust your account settings to enable Composure to best suit your team’s specific legal needs. From inputting internal staff designations to owning project classifications, you as the administrator reserve the right to customize your business’ account as you see fit.
Navigate to your profile and select “Settings.”
Within the “Settings” tab, you will find two options: Settings (for your staff) and Task List.
Under Settings, you can create or edit the following:
- Staff designations: Determine internal legal functions that apply to your team.
- Project status: Edit the labels applied to the developmental stages of your legal team’s projects to match any project management lingo used internally by your business.
- Project type: Create specific categories that suit your business’ unique legal matters, whether those categories be for “Joint Ventures,” “New Properties,” or more.
- Client name: Assign matters to specific clients to keep your teams organized around the many external stakeholders with which you collaborate
- + other customizable fields
To create a new category for any of the fields above, select the “plus” icon next to that category name. A modal will populate for you to add a new designation, and once your entry is complete, select “Add.”
To edit an individual label for any of the categories above, select the “edit” icon on each custom field. In the following modal, edit the label as needed and complete the action by selecting “Add.”
To remove an existing category, follow the exact same process using the “delete” icon next to each custom field. Note that you cannot remove any project statuses that are actively in use.
Next to each field, you will also find an “eye” icon that allows you to remove visibility of that field from all projects automatically. For example, if you determine that “transaction type” is not relevant to your business, select the “eye” icon and that field will no longer be visible on any legal matters throughout Composure. Simply reselect that icon to return that category’s visibility immediately.
Lastly, you may wish to use the final two customizable categories, namely “Client name” and “Transaction type,” to your own specific needs. If you wish to edit those categories to a new category title entirely, select the “edit” icon next to either category title. Enter the new category title and select “Update” to complete the action.
Create a custom task list
Composure allows an administrator to set up customized, automated task lists that can be applied to any of your projects. These pre-designated lists of tasks might apply to one or more project categories and comprise certain actions that must always be completed by members of your team. For example, for any real estate transaction your legal team manages, you as administrator can create a custom set of tasks ready to be applied each time a new transaction enters your purview. With custom task lists, Composure saves you time and standardizes the work your team completes across legal matters.
Setting up any custom task list can be done in a matter of minutes. Within the “Settings” screen, select the “Task List” tab. You will find the options to create a new task list or edit existing task lists. To create your first task list, select the “plus” icon next to “Default Tasks.”
In the “Task List” modal, enter the title of your custom task list in the first field. From there, you can begin to create the individual tasks that comprise your automated list. The second “Title” field is where you can enter the title of the first individual task, followed by the “Description” where additional details can be included.
For each additional task in your list, select the “Add Task” button, and you can enter another task title and description. Follow that process until all custom tasks in your task list are completed. Select “Save,” and the new task list will immediately appear within your “Task List” tab.
In order to edit an existing task list, select the “three dots” icon next to that list. From the dropdown, select “Edit,” make the necessary changes, and select “Update” to save them.
To delete a task list entirely, instead select “Delete” and confirm deletion in the modal that appears.
Once your custom task list is created, it can be automatically applied to any new project that you or your staff creates.
Build and edit forms
External forms are the structure around which your team can build its legal intake. Whenever an internal or external collaborator submits a ticket for your team’s review, you will need to structure those ticket forms to gain the necessary, actionable information to work off of. Composure’s “Form Builder” tool allows you as an administrator to create fully-customizable ticket forms from scratch.
To build a form, navigate to your “Ticketing” screen and select the “Form Builder” tab. That screen will display any existing forms previously made.
Under “Start a new form,” select the “plus” icon and a new screen will appear where you can create an entirely new form.
First, enter the Form Name for this intake category. This title will appear as a form submission category, or option, for anyone submitting forms to your team.
From there, you can enter any additional field options that you want presented to the ticket submitter to enter as much actionable detail as necessary. To add a new ticket field, select the “Add Fields” button and make your selection from the dropdown menu. The form field options include:
- Title field: Enable the submitter to create a ticket title.
- Description field: Enable the submitter to provide additional details.
- Submitter email address field: Allow the submitter to provide his or her work email address for any direct follow-up communication.
- Date field: Allow the submitter to enter the ticket submission date for tracking purposes.
- Free-text field: Allow the submitter to enter additional text if necessary.
- Dropdown field: Enable the submitter to self-categorize the ticket based on pre-set designations.
- Attachment: Allow the submitter to include a file or document with the submission.
- Priority field: Allow the submitter to categorize the ticket as a “low,” “medium,” or “high” priority.
- Information field: Provide disclaimer or instructional information on the intake form for each submitter upon ticket entry.
Note that some field options above include their own specific functionality. As administrator, follow the directions prompted by any modal that appears as you create your new form.
Once all necessary form fields are applied, you can adjust the order in which each field is arranged on the ticket form. Simply select the “list” icon next to each field and drag each option in the appropriate place.
Once each field is entered, you can make adjustments prior to form creation by selecting the “three dots” icon next to each option, clicking “Edit”, completing your edits, then selecting the “Update Field” button on the modal.
Once you have structured your form, select “Create Form” and the external form will automatically save to your Composure account.
“Share” the form using the button on the form creation page. From the modal that appears, share the form directly to an email address, send the form to an internal user via Chat along with a message, or copy the link to the form to share it any other way you please. Those same share options can be accessed while editing any existing form as well.
You can also share other forms by navigating to the “Form Builder” tab, selecting the appropriate form, and selecting the “Share” option from the dropdown.
To edit an existing form, select the “three dots” icon in the form from your “Form Builder” tab and select the “Edit” option from the dropdown menu. Complete your changes and then save them by selecting “Update Form.”
Manage and edit users
Once all relevant team members and collaborators have their own logins successfully created, as administrator you can manage each user profile directly from the same “Manage Users” tab. Within this screen, you can view all user profiles from your business, add additional profiles, edit or remove existing profiles, and edit visible profile fields on the page.
To filter down the list of available users, select the “Users” button next to the filter icon at the top left of the screen. From the dropdown, you can filter by staff or collaborator profiles. To search for a specific user, utilize the search bar feature, and that user’s name will automatically populate as you enter new characters.
The “Manage Fields” button allows you to edit which fields populate within the list of user profiles. To edit which fields are visible, select that button. From the following modal, you can toggle each field on or off as needed. The fields that you can toggle include:
- First name
- Last name
- Work email address
- Work phone number
- Legal specialization
- Staff designation
Note that the “actions” refers to the functionality enabling you as administrator to initiate a new chat with each user profile directly from within the “Manage Users” tab.
Whenever someone from your business has an update to their personal information, the administrator will need to update his or her profile accordingly. To edit an existing profile, first select the profile using the checklist option on the left side of the user list. Once a selection is made, you will be able to select the “Edit Staff” button.
From the new modal, you can edit that user’s information as needed. Select “Save” to complete your edits.
If a user profile is being offboarded, the administrator reserves the right to delete that profile. To remove a profile entirely, first select the profile, and then you will be able to select the “Delete” button. From the new modal, confirm your deletion, and that user profile will immediately be removed from Composure. Note that once completed, this action cannot be undone.
Use the administrator dashboard
With an administrator account, you will have access to two distinct dashboards within your user login. The first option, “Dashboard,” refers to the administrator dashboard offering visibility unique to your profile. The second option, “Staff Dashboard,” replicates the individual user dashboard that staff members will see on their own account. Using the latter option, you can manage your own matters, individual tasks and tickets, and compose personal notes.
The administrator dashboard will automatically populate each time you log in. From this window, you can review your staff’s projects and your personal calendar. This window offers two additional analytics summaries:
For all user profiles on your staff, Composure utilizes their assigned tasks, intake load, and other data points to summarize their overall workloads. As a staff member’s workload increases, his or her “bandwidth” bar will reflect that accordingly, and the “hours available” for that individual will decrease. As administrator, you can quickly use this information to rebalance workload, delegate tasks, and communicate team bottlenecks to business stakeholders as needed.
The administrator dashboard also synthesizes ticket data across all assigned staff members to illustrate the health of your team’s intake pipeline. Under “Ticket Status,” a graph will show how many tickets are in each stage of the ticket review process, regardless of who is assigned to them. Under “Individual,” you can review ticket completion across all staff members.
In order to view the relevant ticket status report from within your administrator dashboard, simply select the label at the top of the graph (either ticket status or individual staff member) to remove or return that label from the display.
Review archived projects and tickets
While all staff members can archive their personal notes, reviewing archived projects and tickets is a function reserved for administrators.
To review archived projects, navigate to the Projects page and select the “Archived Projects” button at the top right of the screen. Any archived projects will immediately appear while active projects will be hidden. Press the same button to return to viewing active projects.
The same process applies to archived tickets. Navigate to the Ticketing page and select the “Archived Tickets” button at the top right of the screen. Press the same button to return to viewing active tickets.
Manage project and task privacy
As administrator, you will have access to all matters in your team’s Composure plan regardless of privacy status. If an existing project is public to all users but contains sensitive information, you can restrict access by making that project private to you and your staff members only.
To update privacy, select the relevant project from the Projects page and select the “Public/Private” toggle button next to “Project Overview.” If public, selecting that toggle will immediately and automatically make the project private to you and assigned legal staff. Simply reselect the toggle to make the project public again.
You can also make individual tasks private. Within a project overview page, navigate to your task list and select the “three dots” icon on the relevant task. From the dropdown, select “Mark Private” and that task will immediately become private to you and your staff. Reselect the same option, this time “Mark Public,” to undo that action.
For more information on managing project privacy, see “Make your project private.”