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Please complete the following information
Information entered below will be used to set up the hosted environment and users for your firm.
SETTING UP USER ACCOUNTS
Usernames may be set-up with a first initial and last name (e.g., JDoe) or with a company name and number if there are multiples (e.g., Firm1). Generic names like “paralegal” may not be used.
NOTE: If your users have the same first initial and last name (e.g., Jane Doe and John Doe), we will add a number to their user name or the firm name. For example: Doe Law Firm. Usernames can be JDOE1, JDOE2, JDOE3, etc., OR, DLF1, DLF2, DLF3, etc.
Passwords must contain at least 8 characters and at least one special character (e.g.: 4Justice#!). They cannot contain the name of the firm or the user.
Hosted accounts are setup using Microsoft 365 Hosted Exchange product. Microsoft 365 provides access to e-mail through Outlook on the TrialWorks Hosted server. You may also access your mail through Microsoft’s website: mail.office365.com. To have your mail setup through the TrialWorks Hosted Server, we need to know your domain provider (e.g., GoDaddy, Network Solutions, AppRiver).
Your hosted package includes Microsoft Office, PDF Reader, and Sophos Anti-Spam. If your firm uses additional software not included in your package (such as QuickBooks), please provide a list below and we will review for compatibility. In some circumstances, it may be necessary for you to provide us with the CDs for installation of that software. If you are on a shared TrialWorks Hosted Server, you are limited to the additional software that is available.
Please provide a list of all printers and the users accessing each. Printers must be compatible with Windows Server 2016.
FILES, FOLDERS, & DATA
Depending on the amount of data you have, it may be necessary for your firm to copy the data to an external hard drive and expedite shipping to us. A member of our hosting team will reach out to you to discuss this process.