Explore our Onboarding, Training, and Data Migration service offerings for starting your SmartVault journey.
Onboarding
Self-Service Onboarding
For all users on any plan. Both options will guide clients through how-to setup and use your
SmartVault account, along with a few best practices.
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Option 1 SmartVault Fundamentals Webinar
$0 |
Option 2
$0 |
Assisted Onboarding
Transition to SmartVault in 30 days with a dedicated Customer Onboarding Manager.
What's included?
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- Up to 3 Onboarding Sessions for Admin users to review how to setup and use the
SmartVault account to accomplish their goals and desired outcomes related to
SmartVault. - Custom SmartVault Academy Course provided only for Assisted Onboarding
customers. - The Onboarding Manager will provide best practices for workflow, setup, and
integrations (as needed).
- Up to 3 Onboarding Sessions for Admin users to review how to setup and use the
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101 For businesses with 1-4 users $300 |
201 For businesses with 5-9 users $500 |
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301 For businesses with 10+ users $750 |
Custom Training For businesses with 25+ users and/or unique training requirements $1500 |
Note: We offer staff training at an additional cost.
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Right Networks $500 |
Additional Training
Do you have multiple staff members? This Personalized training will teach your employees SmartVault essentials and your specific document management workflow within SmartVault.
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201 Staff training for businesses with 5-9 users $300 |
301 Staff training for businesses with 10+ users $500 |
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Right Networks Team Training $300 |
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SmartHours
Topics for SmartHours
$75/Hour |
Assisted Data Migration & Export
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Windows $750 |
Right Networks $750 |
EFile Cabinet $750 |
FileCabinet CS $1,500 |
Windows, Right Networks, EFile, and FileCabinet CS Migration
Expert assistance to prep, upload, and organize your firm's data into SmartVault.
Note
The client is responsible for extracting their data into a Windows file structure.
What's included?
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- Migration Consultation: Review your current data structure and discuss the next steps, timeline, and expectations.
- Data Upload: Transfer your data using the upload tool.
- Client Matching: Client exercise to designate the data transfer destination for all client vaults.
- Assisted Migration Wizard Tool: This tool will enable us to upload the data, match data to
client vaults (with client assistance) and disburse the data into the client vaults. - Data Verification: Run any 'clean up' needed.
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DMS Migration Expert assistance to transfer files from Intuit DMS into your SmartVault account $750 |
SmartVault to SmartVault Expert assistance to transfer client files from your current SmartVault account into your new SmartVault account $500 |
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Authoritative Copy Migration Securely transfer contracts and documents in compliance with the UCC 9-105 compliant data transfer standards and vaulting structure $2,000 |
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Data Export Migration of documents out of your SmartVault account to a Windows folder structure.
$750 |