System

Customer Onboarding

A working checklist for standing up a real customer workspace after provisioning.

Setup Progress

14 of 17 items complete.

82%

Checklist

Status	Item	Why it matters
Open	Require real sign-in	Configure Microsoft Entra login for the customer app.	Open
Open	Enable Entra user provisioning	Connect app-created users to Entra UPNs and temporary passwords.	Open
Done	Set support contact	Add the support email shown to users and operators.	Open
Done	Confirm at least one admin	Make sure the customer owner has Administrator permissions.	Open
Done	Add initial users	Create the first working users beyond the protected system account.	Open
Done	Create teams	Build groups for intake review, conflicts, and approval queues.	Open
Done	Publish intake forms	Create or confirm the forms users will submit.	Open
Done	Attach workflows	Create approval queues and routing steps behind the forms.	Open
Done	Load clients	Import or create the initial client list.	Open
Done	Load matters	Import or create matters so context exists for conflicts and time.	Open
Done	Add address-book contacts	Create client and matter contacts that are not CMIForge login users.	Open
Done	Load parties	Import parties so conflicts searches have useful data.	Open
Done	Run a conflicts test	Run at least one search and verify clearance workflow.	Open
Open	Exercise imports/exports	Validate the CSV import path and export download path before the customer depends on them.	Open
Done	Record sample time	Confirm time recording and reports are useful for the customer.	Open
Done	Configure attachments	Confirm blob-backed upload settings before users add real files.	Open
Done	Review system settings	Touch customer-specific settings so defaults are intentional.	Open