Set ZenWorkflow up with you
Our specialists configure your workflows, bring your data across and train your team — so you go live on a system built around your firm, not a blank account.
Two ways to get started
Choose how much help you want — a focused block of training to get your team confident, or a fully managed setup where we do the heavy lifting.
Optional paid services, separate from your subscription and priced to suit your firm.
Team training
A block of guided training hours to get your team confident on ZenWorkflow — ideal when you're happy to set things up yourself and just want your people up to speed.
What's included
- A set block of live training hours
- Sessions tailored to your workflows
- Recordings to share with new starters
- Q&A and follow-up support
Full implementation
We do the heavy lifting end to end — configure your workflows, bring your data across and train your team, so you go live on a system built around your firm.
What's included
- Workflows and templates configured for you
- Clients, contacts and history migrated across
- Hands-on training on your real work
- A named specialist through go-live
Mapped to how your firm really works
We don't hand you an empty system. A specialist sits with you to turn your recurring services into workflows and templates, so the day you go live, the work already looks like your firm.
- Your services mapped to workflows and templates
- Custom fields, stages and budgets configured with you
- Best-practice setup from firms like yours
Your data, brought across cleanly
Moving systems is the scary part — so we own it. We import your clients, contacts and historical data from spreadsheets or your previous tool, then check it together before anyone relies on it.
- Clients, contacts and company data imported for you
- History from spreadsheets or your previous system
- Validated with you before go-live
Your team, confident from day one
Training happens on your real engagements, not a generic demo account. Then we stay close through your first jobs, so adoption sticks instead of fading after the kick-off call.
- Hands-on training on your own live work
- Support through your first real engagements
- A named specialist who knows your setup
Ready to get started with confidence?
Talk to our team about the right onboarding and support for your firm.
No credit card required. Free 14-day trial.