Empower expert staff with scalable training and support

Turn complex procedures into step-by-step guides and learning paths that help teams train faster and perform with confidence.

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Trusted guidance at your staff's fingertips

Whether it's intake, reception, paralegals, or attorneys, law firm staff are expected to navigate complex protocols, make quick decisions, and support multiple departments with accuracy. Expecting staff to memorize everything or dig through scattered documents just doesn't work, especially when the pressure is on.

ScreenSteps turns complex policies and protocols into step-by-step guides and structured training your staff can rely on. With custom courses for onboarding and step-by-step guides for performance, every team member has the trusted answers they need available at their fingertips. From handling intake calls to managing case documents, ScreenSteps helps law firms reduce training time and support confident execution at every step.

How It Works
From chaos to clarity in days

Putting trusted answers at employees' fingertips is easier than you think.
With ScreenSteps, you can be up and running in just a week.

Import + optimize all of your existing, scattered docs

Automatically import and convert existing, scattered documentation into uniform guides that are optimized for search, humans, and AI.
Timeline: 1 day

Fill the gaps with AI-powered authoring tools

Use Clarify AI to quickly get tribal knowledge out of heads and into dynamic guides that walk employees through complex processes.
Timeline: 1 week

Deliver step-by-step guides to employees' fingertips

Put trusted answers at your employees' fingertips with the ScreenSteps knowledge hub, browser extension, and integrations.
Timeline: Ongoing

Optimize overtime for continued accuracy & performance

Leverage analytics, feedback loops, and in-app notifications to ensure your knowledge stays accurate.
Timeline: Ongoing

Bulk Import and Optimization of Documentation

Support a team you can trust with every case

Give your employees the tools they need to succeed. Schedule a demo with the ScreenSteps team to learn more.

Book a Demo

The Results

How does ScreenSteps impact your law firm?

When law firms move from tribal knowledge to guided knowledge, everything changes.

Better performance

When employees have trusted guidance at their fingertips, they all work like experts.

Faster training

No more memorization - employees find the guide they need and follow the steps.

Shorter task time

Employees can find the information they need in seconds. No more binder hunting.

Fewer escalations

With trusted guidance, supervisors aren't bogged down with questions and mistakes.

Change resilience

Make change management a breeze with notifications and rapid authoring.

Client satisfaction

Clients receive the same consistent service, regardless of the employee or branch.

Safer compliance

Ensure employees are performing the right steps every time (and confirm with analytics).

Supportive workplace

When employees have the tools they need to succeed, they are happier and stay longer.

ScreenSteps Platform Features

Create a Google-like experience for every legal support role

Unlike SharePoint, click-recording tools, or AI chatbots, ScreenSteps ensures that every guide is findable, followable, and trusted. Here's how.

Capture complex knowledge in seconds

Get critical knowledge out of heads, PDFs, and Shared Drives with rapid authoring tools. Apply Find & Follow best practices with AI-powered tools.

Explore Tools

Design guides any employee can find & follow

Turn complex procedures into clear, step-by-step guides. Account for nuances and decisions with workflows, and never miss a step with interactive checklists.

Explore Digital Guides

Access guides anywhere with ScreenSteps Sidekick

Access your knowledge hub from any web-browser or web-app with the ScreenSteps Sidekick. Integrates directly into employee workflows.

Learn More

Train and onboard faster with custom courses

Create repeatable training programs with custom courses that enable employees to learn and grow. Combine courses into Learning Paths for continuous learning.

Explore Courses

Farm Credit Change Notifications in ScreenSteps

Make change a breeze with notifications

Keep your whole team up to date and in the loop with Notifications and Announcements. Require employee acknowledgments so you know who has seen the change.

Explore Notifications

Keep knowledge up to date with feedback loops

Keep your knowledge accurate with Feedback Loops, designed to maintain steady communication between authors, admins, and users.

Explore Feedback Loops

"ScreenSteps helps our intake calls go so much smoother. More importantly, it ensures potential clients get the information they need and feel confident they called the right firm."

— Lindsay Marr
Operations Analyst and Head of Training

"The Sidekick browser extension has been a game-changer for our intake and reception teams. They can bookmark what they need and quickly reference it from within our CRM while on a call. "

— Lindsay Marr
Operations Analyst and Head of Training

"Paralegals were always assigned a case early on. The difference now is how prepared they feel. They’ve already done it all in training, so it doesn’t feel new or overwhelming."

— Lindsay Marr
Operations Analyst and Head of Training

The ScreenSteps Difference

How ScreenSteps compares to the alternatives

Frequently asked questions

What is ScreenSteps and how does it support law firms?

How does ScreenSteps help us train new staff members faster?

How does ScreenSteps support in-the-moment performance?

Can ScreenSteps support training for attorneys and specialized roles?

How is ScreenSteps different from a traditional LMS or training manual?

What happens when procedures or systems change?

What happens when loan policies or procedures change?

What happens when our processes change?

Build Expert-Level Confidence Across Your Firm

Support intake, paralegal, and legal ops with training & support that speeds up onboarding and improves performance.

Get a Demo

Empower expert staff with scalable training and support

Trusted guidance at your staff's fingertips

How It WorksFrom chaos to clarity in days

Import + optimize all of your existing, scattered docs

Fill the gaps with AI-powered authoring tools

Deliver step-by-step guides to employees' fingertips

Optimize overtime for continued accuracy & performance

Support a team you can trust with every case

How does ScreenSteps impact your law firm?

Better performance

Faster training

Shorter task time

Fewer escalations

Change resilience

Client satisfaction

Safer compliance

Supportive workplace

Create a Google-like experience for every legal support role

Capture complex knowledge in seconds

Design guides any employee can find & follow

Access guides anywhere with ScreenSteps Sidekick

Train and onboard faster with custom courses

Make change a breeze with notifications

Keep knowledge up to date with feedback loops

How ScreenSteps compares to the alternatives

Frequently asked questions

What is ScreenSteps and how does it support law firms?

How does ScreenSteps help us train new staff members faster?

How does ScreenSteps support in-the-moment performance?

Can ScreenSteps support training for attorneys and specialized roles?

How is ScreenSteps different from a traditional LMS or training manual?

What happens when procedures or systems change?

What happens when loan policies or procedures change?

What happens when our processes change?

Build Expert-Level Confidence Across Your Firm

How It Works
From chaos to clarity in days