Welcome to INform54!
We are glad you’re here, and look forward to getting you and your attorneys started. Below are reference sheets, spreadsheets for completion and information we need to complete your set up. Please know that we are here to help any time you have questions!
How to Get Started
Login Users
The Login Users are the individuals who will be logging in and interfacing with INform54 directly. Please share the first and last names and email addresses. Other details can be added later via the “edit profile” button when the user’s name is clicked in the upper right-hand corner.
Please return the completed spreadsheet to jessica@society54.com.
Activity Types
This list of Activity Types and Point Values are the default options for INform54. These are customizable in the backend by the firm’s internal administrator. We are also able to help with this if needed.
Contacts
Goals
One of the other critical pieces of information for each attorney to determine for his/herself is their list of contacts. This is a list of 20-30 clients, targets, referral sources, colleagues, etc. around which their BD activities will be centered. This spreadsheet is also downloadable in the Contacts section of each attorney’s user interface.
The final step is to have each attorney user determine 3-4 long term BD goals. These goals should be SMART - Specific, Measurable, Achievable, Relevant and Time-Based.
These goals can be added by each user directly in the user interface (Menu: Activities: Goals).
