Getting the most from your Zegal subscription
Welcome to your journey from zero to legal. Whether you were involved in the decision to subscribe to the Zegal service, or you have been tasked with implementing Zegal throughout your organisation, this guide will take you through certain steps which, through our experience working with thousands of small and medium-sized businesses, leads to swifter adoption and bigger wins for your business.
Throughout your Zegal subscription, you will be supported by different specialist teams.
It is likely that you or somebody from your team will have already spoken to or met with a Sales Representative during the product selection process. At the time of your subscription, they will have passed all your details and service requirements to your Zegal Relationship Manager. You should not ordinarily need to talk to the Sales Team after this point. Renewals and additional services your business may require will be handled by your Relationship Manager.
Your dedicated Zegal Relationship Manager will contact you as soon as you subscribe to Zegal. Relationship Managers are your central point of contact to help you realise the full value of your subscription. You can talk to your Relationship Manager whenever you need during business hours via live chat, or you can schedule a call or video call if you would rather talk face to face.
Your Relationship Manager can provide training on Zegal’s more advanced features, conduct quarterly business reviews (QBRs) with you to help you keep your goals on track, and provide ongoing technical support to all the users in your organisation via live chat.
Your Relationship Manager should be the person you talk to if you:
– are a Startup, Lite (now discontinued), or Professional subscriber and would like to talk to a law firm or other professional services firm;
– have suggestions for new or improved Zegal product features. We feedback all customer suggestions and this helps us continually and rapidly improve the service we offer; or
– would like to suggest changes to the document builder or documents themselves, or request additional documents to be added to the library;
Premium Subscribers – Law Firm Advisor
If you are a subscriber to our Premium Plan, you will be able to talk to lawyers from your chosen law firm directly from the Zegal app. Your lawyer will outline your legal rights and obligations and identify which documents you need within the Zegal app to solve a particular issue your business or team is handling. Your law firm will maintain professional indemnity insurance, which covers your business for any advice they give you.
Law Firms and other professional services advisors
If you subscribe to our Startup, Lite (now discontinued), or Professional plans, you will not have access to lawyer live chat but there still may be times when you need to talk to a lawyer or require other professional advice. Your Relationship Manager can easily connect you to one of our partner law firms so you get the extra support you need.
Now you’ve met your new support teams, it’s time to make you a Zegal expert.
Within the first two weeks of signing up to Zegal, your Relationship Manager will schedule an onboarding session, so you get the most value out of the Zegal app from the get-go.
The aim of your onboarding session is to teach you how to use all the features of the app, from how to create and e-sign your first document, to adding users and connecting your account to third-party apps such as Google Drive and Xero. We’ll also take you through what’s available in your new document library and how to take advantage of the automated Legal Health Check.
The onboarding will take place via phone or teleconference and usually takes around 30 minutes – your Relationship Manager will coordinate to find a time that suits you.
You can do the onboarding on your own or invite different key members of your team to join.
You should consider this as a great opportunity to also consider what other areas of need you might have throughout the business. Often, tackling one legal problem comes with other tasks that you will also need to mark off. As your new business hub, we can connect you to a range of other services and trusted partners who can assist you with additional support, from company secretarial services to accounting and bookkeeping to intellectual property protection.
2. Getting on your way to working
During the first months of using any new service, it is common for there to be different rates of adoption across your organisation. We get it – that’s why your Relationship Manager will be there to make sure your onboarding plan is actioned and that any users who are finding it harder to adapt to a new way of working get the support they need. We call the first three months of your subscription “getting on the way to working”.
As you and different members of your team start to use the Zegal service, we’ll be there to make sure everyone in your team understands the key features and to reinforce the training that you went through in your onboarding, whether it’s creating a first document, sending out agreements for e-signing, or adding more team members to the platform.
3. Quarterly Business Review (QBR)
It is very useful once a quarter to take the time to reflect on what you’ve achieved so far, as well as to identify what areas of your business need attention. This allows you to set new goals and highlight new areas in which technology can improve your organisation’s workflows.
We help you keep your goals on track with your QBR. QBRs will be scheduled every three months. They are a chance for you or a team member to meet with your Relationship Manager to:
– Review the ways your organisation is using the Zegal service – and highlight further areas where our technology can streamline your business. We’ll take you through your Legal Health Check report and see what actions you’ve been able to take and what’s outstanding;
– Identify other areas of your business that could take advantage of your subscription;
– Introduce you to new features that have been released and how to use them – we’re constantly releasing new features that help you to scale and run your business. This is our chance to show you how to get the most out of these new features; and
– Get your feedback and suggestions on how we can make your experience even better.
4. Ongoing support
We want you to always feel confident when you’re using the Zegal app. That’s why your Relationship Manager is there during business hours to answer technical questions about the app and to provide billing support. Plus, you will find a huge library of helpful articles for questions you may have about any of the documents provided in your content pack as part of your subscription.