Admin & configuration videos for legal software

Admin guides for legal software should cover every setting that changes what other people can see or do, explain the effect of each change before the admin saves it, and be easy for a newly appointed admin to find. Cover:

• Each admin task, step by step: create custom roles and choose who can run conflict checks, set project permissions for reviewers and outside counsel, control which documents each client can see in the portal, turn document translation on or off for a project and archive a finished project.
• What each setting changes for everyone else, with a warning on the steps that grant access or remove it.
• Why it matters: giving outside counsel the wrong role opens documents they shouldn't see.
• Safe screenshots. Staff names and similar details should come from a demo account; Blur a Spot hides anything that slips in.
• A starting point for new admins, because the person who set things up often moves on.

Short admin guides can also open inside your product as in-app tutorials.

Assign an owner, update only the steps that change, and review admin guides on a schedule. Admin screens in legal software change less often than everyday screens, which makes outdated admin guides easy to miss:

• Know what triggers updates, for example: role options change, permission model changes and portal sharing changes.
• Edit single steps. Trainn's guide editor lets you change one step and its screenshot without recapturing the whole guide.
• Keep one link per guide. The updated version shows everywhere the guide is shared, including help center articles.
• Review before admins need them, for example before a customer's security review or renewal.

See how often to update step-by-step guides.

Use step-by-step guides for admin tasks people repeat, and short videos for settings that need explaining. Admins usually follow the steps while doing the task, so a written guide with screenshots works best, while a video helps when the effect of a setting isn't obvious:

• Guide: repeatable tasks such as “create custom roles and choose who can run conflict checks” or “archive a finished project”.
• Video: settings whose effect needs explaining. For example, clients ask firms who can see their files.
• Both from one recording. Trainn produces the video and the guide together.
• Exportable for reviews. Admin guides can be exported as PDF and attached to a customer's security review.

Trainn's step-by-step guide generator writes the guide from your recording.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your legal software, such as “create custom roles and choose who can run conflict checks”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.