Everything you need to roll out Claritalk in your firm.
Rolling out software is not about handing out licences, but about building habits. That is why you will find everything your L&D or training team needs here: guidelines for a successful rollout, videos to get started and the full documentation.
The charter for a successful rollout
These are the agreements we fix together with your L&D team at the start of every trajectory. They come from the rollouts that work best in firms.
Appoint an ambassador
One person per team or office who guards the habit, answers questions and is our point of contact.
Start with one team
Begin with a motivated team and a clear use case. What works there is then rolled out to the rest of the firm.
Schedule fixed moments
A short weekly check-in at the start: what works, what does not, where someone gets stuck. We think along.
Make agreements about recordings
Agree internally when a conversation is recorded and how you explain that to the client. We help with example wording.
Train per role
A partner uses Claritalk differently than a file manager or office manager. Every role gets its own entry point and focus.
Measure adoption
After the first weeks, look at who uses it and where it stalls. We adjust together until the habit sticks.
Watch to get started
Our webinars are available on demand and ideal for training a team: watch together, then apply it straight away in your own files.
Webinars on demand
Sessions together with AdminPulse, Silverfin, FID-Manager and other partners. Watch whenever it suits you.
View all webinarsThe appointment maker in action
See in forty seconds how Claritalk keeps track of which client is due and schedules the appointment.
View on the platform pageLive tour
Prefer someone looking along with your team? In a twenty-minute demo we walk through your way of working.
Book a demoEverything is documented
From the first integration to revoking access: the knowledge base answers the questions of users and administrators, in Dutch, French and English.
Knowledge base
Guides per feature: the appointment maker, the meeting prepper, Claritalk Desktop, Clara, the integrations and more.
Open the knowledge baseAPI-documentatie
For those building their own integrations or exchanging data with other systems.
Open the API docsA plan for your firm, together?
We set up an implementation plan with your L&D team, at the pace of your firm.