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How to build a firmwide Quillio deployment
Quick answer
A firmwide Quillio deployment for a mid-size firm typically takes 1-2 weeks. The standard process includes a pilot with 3-5 lawyers, PMS integration setup, partner training, user provisioning, and a workflow review. No custom contracts or procurement cycles required.
The standard rollout
Most mid-size AU firms follow the same 4-phase rollout: free-trial pilot (week 1), PMS integration (week 1-2), full team provisioning and training (week 2), and ongoing optimisation.
Step-by-step
- Run a free-trial pilot. Start with 3-5 lawyers from one practice group. Use the free trial — no credit card required.
- Connect your PMS. Integrate with Smokeball, Clio, LEAP, or ActionStep using the Quillio integration.
- Provision the full team. Add all lawyers and support staff to Quillio. Quillio supports SSO via SAML 2.0 on the Enterprise plan.
- Run partner training. A 1-hour partner training session covers the firm's adoption framework and use cases by practice group.
Common issues
- Skipping the pilot phase often leads to slower full-team adoption — start small
- PMS integration timing can affect rollout — coordinate with your IT team in advance
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