Firm Name* Main Contact Name* First Last Main Contact Phone #*Main Contact Email* 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.User Accounts*Add as many users as needed. Click the "+" button on the right to add more users. AN EMAIL ADDRESS IS REQUIRED FOR ALL USERS! USERS WITHOUT EMAIL ADDRESSES WILL NOT BE CREATED!User NameFirst NameLast NameEmail Address EMAIL 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).Choose an email option* We wish to migrate our email server to TrialWorks Hosted / 365 (Please fill out Domain/Account information to the right) We are staying with our current email server(Your IT department will need to setup your Outlook email accounts/profiles) We don't have email setup yet, and would like to create accounts with TrialWorks Hosted / 365 Email Server InformationDomain ProviderAccount Number/NameLogin User NameLogin Password ADDITIONAL SOFTWARE 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.Add as many as needed. Click the "+" button to add more.Add as many as needed. Click the "+" button to add more.Software NameHave CD? or Website Download Address?License or Product Key? (if applicable)Username and Password? (if applicable)Specific Users or All? (use names indicated above) FILES, FOLDERS, & DATA How much EXISTING data do you have that will need to be transferred to our hosting server? This includes all databases and important files/folders that you would like stored in the hosted environment.*0-250 Gigabytes250-500 Gigabytes500-1,000 Gigabytes1-2 Terabytes2-3 Terabytes3+ TerabytesDepending 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.PRINTERS Please provide a list of all printers and the users accessing each. Printers must be compatible with Windows Server 2016.Add as many as needed. Click the "+" button to add more.Add as many as needed. Click the "+" button to add more.Printer NameList of Users (use names indicated above) Do you use Print Auditing Software?* Yes No If so, what is the name of Print Auditing Software Do any of your staff use Macs locally that will need to print?* Yes No If so, please list users Remote Desktop Best PracticesPlease click HERE to access a downloadable PDF with the Remote Desktop Best Practices. We recommend you save a copy of the PDF and ensure all staff follow the listed best practices.Acknowledgement* By checking this box, I certify I have saved a copy of the PDF and will add it to the firm's Standard Operating Procedures regarding Remote Desktop. YOUR INFORMATION Your Name* First Last Your Phone Number (if different than Main Contact above)Your Email Address (if different than Main Contact above) Your Role at Firm* * By checking this box, I certify that I have double checked the above information for accuracy, and that I have the authority to submit this form on behalf of the firm. PhoneThis field is for validation purposes and should be left unchanged.
