Prepare the systemaround your team.
Confirm who will use Prokurio, give each person the appropriate role, and organize the fees and planning assumptions required for a useful start.
Get the team ready.Keep help close.
Prokurio helps you prepare users, fees, and planning assumptions before guiding your team through the work they will do every day—from law-firm forecasts to corporate budgets. After launch, real people and practical resources remain within reach.
See how onboarding worksNEXT STEP
Prepare your team for its first forecasts or budgets.
PROKURIO
Launch prepared
Accounts, training, and support are organized around the people doing the work.
- Users provisioned
- Training scheduled
- Help within reach
Your next step is clear ✓
Onboarding follows the work.Not a generic checklist.
Your plan reflects the users, forecasting and budgeting tools, fee information, and planning assumptions your team needs. Preparation can happen in parallel, so people can begin learning and creating value while deeper setup continues.
Users and roles→The right access for each person
Fees and planning assumptions→Organization-specific cost views
Forecasting and budgeting sessions→Training focused on real tasks
Launch and follow-up resources→Clear paths to ongoing help
Build the first forecast or budget.Then build momentum.
Get law-firm users ready to create forecasts and corporate teams ready to build quarterly or annual budgets for groups and divisions. Collect foreign-associate fees and test budgeting assumptions as part of preparation. Additional data and more advanced planning can continue alongside launch and expand when the team is ready.
CURRENT STEP
Prepare law-firm users for forecasts and corporate teams for budgets.
Confirming roles · Organizing sessions · Preparing access
Launch approachPractical
USERSAddedTRAININGPlannedSUPPORTReady
Launch follows training. Invitations and follow-up resources arrive when users are ready.
Review usersSchedule training- Identify usersConfirm names, email addresses, and roles.
- Provision accountsCreate each user in the correct organization before training and launch.
- Prepare feesCollect, upload, and validate the fee information your forecasting and budgeting setup requires.
- Protect sensitive informationKeep organization-specific fee schedules restricted and confidential.
- Work in parallelContinue fee collection and deeper setup without holding back the team’s first steps.
“Get the essentials in place, then keep building without putting useful work on hold.”
Train people throughthe work they will do.
Teams receive dedicated online sessions built around the work they will actually do: law-firm users create and review patent and trademark forecasts; corporate teams build quarterly or annual budgets for groups and divisions and test budgeting assumptions. Training also covers using the results and knowing where to get help.
- Dedicated sessionsGive law-firm users focused forecasting training and corporate teams focused budgeting training.
- Hands-on forecasting and budgetingCreate a forecast or budget, review the result, and learn how to adjust the underlying assumptions.
- Save and shareShow users how to reopen their work, make it visible to colleagues, and export the results.
- Recorded for replayRecord each training session so people who could not attend and future team members can revisit it.
- Know where to get helpLearn how to use live chat, help articles, the Support Desk, and other support channels before the session ends.
“Confidence comes from creating a real forecast or budget—not watching a tour of every button.”
Launch with a clear pathback to real people.
After training, users receive access and follow-up guidance. When a question appears, they can use the support channel that best fits the issue.
- Welcome and accessEach trained user receives the platform link and simple instructions to sign in.
- Live chatReach a member of the Prokurio support team from 8:00 AM to 6:00 PM Eastern Time.
- Support DeskSubmit a ticket about forecast or budget results, fee schedules, or issues encountered in the software.
- Support emailEmail the support team when that is the easiest way to ask for help.
- Help resourcesUse help articles and training recordings to revisit common tasks at any time.
- Product updatesSee in-product update messages when new features and platform changes become available.
“Training gets the team started. Responsive support helps them keep moving.”
Questions about onboarding and support.
What information do you need to provision our users?
Prokurio confirms each user’s name, email address, system role, and whether they need forecasting or budgeting training.
Does fee collection delay our launch?
It doesn’t. Fee collection, outreach, upload, and validation can continue in parallel with basic provisioning and forecasting and budgeting preparation so the team can begin getting comfortable with Prokurio.
How is our fee information handled?
Organization-specific fee schedules are treated as confidential information and stored in a restricted area with limited access. Prokurio does not share a firm’s fee schedules with other parties.
What training is included?
Law-firm users receive dedicated patent and trademark forecasting sessions. Corporate teams receive training on quarterly or annual budgets for groups and divisions, including testing budgeting assumptions. Additional live training or office hours are available when users need more help.
Are training sessions recorded?
Yes. Training is recorded and made available for people who could not attend and for future team members who need to learn the workflow.
When do users receive their invitations?
User accounts are prepared in advance, but invitations and onboarding follow-up begin after training so people receive access when they are ready to use it.
How can users get help after training?
Users can contact support by email, use live chat from 8:00 AM to 6:00 PM Eastern Time, review help resources, or submit a Support Desk ticket for questions about forecast or budget results, fee schedules, or software issues.
Can we add more advanced workflows later?
Yes. Depending on the Prokurio plan, organizations can add more fee information, connected IPMS data, and client budgeting as their forecasting and planning needs expand.