Waybook for your Legal Practice

Organize your legal practice with consistent, efficient processes. Streamline workflows that support your growth.
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Legal Practice
Trusted by 1000s of growing businesses
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Slowed down by admin and access to internal information? Let's get organized.

Simplify Hiring, Training, and Management

Onboard lawyers and paralegals to reach their peak fast.

Hire fast, train faster. Set learning schedules automatically according to the new hire position and seniority.

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Simplify Hiring, Training, and Management
Centralize all of your legal practice policies
Centralize all of your legal practice policies

All your Legal Practice knowledge, policies and procedures in one place.

Share values, increase engagement, gauge sentiment and generate inspiring training content across your firm's teams.

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Import all of your existing knowledge

Easily create new or import existing procedures of your Law Firm.

Save time by importing your existing policies and SOPs or create a brand new one from one from 100s of pre-populated templates.

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Import all of your existing knowledge
Free up headspace to care about what matters
Free up headspace to care about what matters

Empower your team with just-in-time content, anywhere.

Centralize your knowledge and SOPs providing your team a structured and searchable employee manual for removing lost time and repetitive questions.

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Ensure everyone has access to your updates

Notify your lawyers and paralegals of core updates to procedures.

Automatically keep your team on the same page as your knowledge and information grows. Notify changes & track your teams progress on new information.

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Ensure everyone has access to your updates
Josh Turner
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Waybook Quotation mark
With Waybook, I've now gained the confidence to empower team members to take full ownership of their projects, so I can focus on exploring growth possibilities.
Tracy Irwin
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Waybook Quotation mark
After processing my Business to run without me in the office and moving to Spain, I had been relying on a Dropbox version of our procedures which I was finding difficult to maintain and staff were finding it cumbersome to use. When I found Waybook I felt that someone had made a bespoke product just for me... it was perfect. We now have a system which not only is easy to use for all employees, but it has a fully automated Employee Induction which allows employees to feel part of the company from the offset and integrates the procedures into their induction over time. Not sure how I coped before Waybook!
Sofia Bitzas
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Waybook Quotation mark
The legal field can be intimidating. Training new and existing employees with Waybook removed this feeling. Training and finding information became a seamless process.

Kick-start your Waybook with our template library

Phone Manner
Use this template for a clear and consistent telephone mannner
1. Check enquiry sources
2. Our contact information
3. Greeting callers
4. Answer with a smile
Product
Listing
Use this template to assemble an appealing product listing
1. Your online store
2. Your new product
3. Product price
4. Calculate shipping
Employee
Handbook
Use this template to promote the the culture of your organization
1. Employment basics
2. Code of conduct
3. Compensation & Development
4. Benefits & Perks
Performance
Review
Use this template to describe how you evaluate and reward employees
1. What is good performance?
2. Periodical reviews
3. Rewards
4. Training
Standard
Operating
Use this template to provide a framework for your SOPs
1. Overview
2. Purpose
3. Scope
4. Responsibilities
Onboarding
Checklist
Use this template when onboarding new employees to your company
1. Introduction
2. Company policy checklist
3. Paperwork checklist
4. Training checklist
New
Starter
Use this template for designing an engaging training track  
1. Training goals
2. Training targets
3. Training content
4. Training subject test
Sales
Tools
Use this template to list the tools you're using for prospecting
1. Pipedrive
2. Lemlist
1. Greeting callers
1. Greeting callers
BI
Tools
Use this template to list the tools you're using for Business Intelligence
1. Microsoft Power BI
2. Looker
1. Greeting callers
1. Greeting callers
CS
Tools
Use this template to list the tools you're using for Customer Service
1. Intercom
2. Stripe
1. Greeting callers
1. Greeting callers
Sales
& Growth
Use this template for a clear and consistent telehphone mannner
1. Greeting callers
1. Greeting callers
1. Greeting callers
1. Greeting callers
Billing &
Accounts
Use this template to introduce your team to your payment platform
1. Introduction
2. Updating plans
1. Greeting callers
1. Greeting callers
Customer
FAQs
Document how to respond to frequently asked questions
1. What's being asked
2. Which saved message to use
1. Greeting callers
1. Greeting callers
Support
Basics
Help your support team understand how they should talk about you
1. The key benefits
2. The product/service
1. Greeting callers
1. Greeting callers
Start with templates

3,000+ companies and 60,000+ people onboard, train & grow faster with Waybook

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Simplify your business with Waybook.
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