User Onboarding

When a new user accepts their invitation and logs in for the first time, CaseConnect guides them through onboarding steps:

1. Complete your profile — name, job title, phone

2. Connect Microsoft 365 (optional) — link their Microsoft account

3. Install add-ins (optional) — Outlook and Word add-ins if used by the firm

Each step can be completed or skipped. The onboarding checklist is visible from the user's profile until all steps are done.