Onboarding & Services

AccessPoint deploys from a one-click template and ships with 114+ pages of documentation — most offices set it up themselves, and the free trial assumes exactly that. These packages exist for offices that want the first month compressed into the first week: fixed-scope engagements, delivered by the person who built the product.

Straight answers first

Nothing on this page is required. The deployment is a template, the migration is a spreadsheet, and the documentation covers both end to end — in ten languages. If you never talk to us, the product still works. Services are acceleration, not a toll booth.

Every engagement is delivered by the founder — the person who wrote the features you'll be asking about. That cuts two ways, and we'll say both: you get answers from the source, with no handoffs and nothing lost in relay; and capacity is real, so engagements are scheduled, not stacked. The scoping call tells you the schedule before you commit a dollar.

Guided Setup

From empty tenant to a configured, working system your team has already used — deployment, jurisdiction pack, and your first live requests, done together.

What's included

  • Deploy together, screen-sharing with your IT admin: the Azure backend from the one-click Bicep/ARM template, the app from AppSource. The deployment step itself typically takes an afternoon.
  • Apply and walk through your jurisdiction pack — one of 106 — and adjust its deadlines, fees, exemptions, letter and report templates, and terminology to how your office actually practises.
  • Map roles to your real org chart: coordinators, custodians and contributors, admins — including a review of what the PII filter means each role will and won't see.
  • Configure request types, your numbering format, and correspondence templates.
  • Enter your first live requests side by side — intake through My Day — so training happens on real work, not a sandbox.
  • A closing handover with your admin: where every setting lives, and which documentation pages cover what you just built.

You'll walk away with

A production tenant your team has already worked real cases in, an admin who knows where every setting lives, and a configuration that matches your statute and your office — not a default.

Timeframe

Three working sessions, scheduled at your pace. The deployment step is typically an afternoon; the rest is configuration and people.

Book a Scoping Call

Migration QuickStart

The whole migration path, done with you — rehearsed against a test tenant before production ever sees a row.

What's included

  • Map whatever your old system can produce — any report that reaches Excel is enough — onto the import template AccessPoint generates from your own tenant, dropdowns pre-filled with your codes.
  • Fill and validate the workbook together: per-row validation reports, the fix-and-reupload error workbook, as many passes as it takes. Uploads import nothing by themselves, so iteration is safe.
  • Stage legacy case documents folder-per-case in your own tenant's migration-staging container — AzCopy for volume, MD5 hashes on the manifest if chain of custody matters to your records office.
  • Rehearse the full import against a test tenant first. The export workbook deliberately mirrors the import template, so the rehearsal is a built-in product path, not a workaround.
  • Decide your numbering policy deliberately: fresh IMP-prefixed numbers with old identifiers kept as searchable legacy references, or old numbers kept official where a disclosure log requires it.
  • Run the production import, then walk the result together on day one: closed history searchable and provenanced, in-progress cases mid-stride with statuses, due dates, and documents intact.

You'll walk away with

Your entire caseload in production with no cutover day — open cases your team continues the next morning — plus a validated workbook and a rehearsed procedure you could re-run yourself.

Timeframe

Set by your record and document volume, scoped on the call. Because the rehearsal comes first, the production timeline is known before production is touched — and the import itself runs in the background.

Book a Scoping Call

FOI & Privacy Program Assessment

A written, prioritized plan for your workflow, your reporting, and your backlog — grounded in how your office actually runs, not a template.

What's included

  • A workflow review across the request lifecycle — intake, collection, redaction, correspondence, closure — the long-form version of our seven-question FOI Workflow Quick Check.
  • Statistics and reporting set up, not just recommended: your statutory annual-report templates configured, and Report Studio dashboards composed for the SLAs and workload numbers your leadership actually asks for, pinned to My Day.
  • A backlog triage plan: age-band the queue, sequence it against statutory deadlines, and leave with a working order your coordinators can start on Monday.
  • A roles and delegation review — who sees what, how vacancy and vacation coverage will work before you need it.
  • Written findings and a prioritized plan, in language you can hand directly to your director or your commissioner's office.

You'll walk away with

Reporting that runs itself, a backlog with a working order, and a plan on paper — findings first, priorities second, no filler.

Timeframe

Two working sessions plus the written plan. The review's depth is scoped to your caseload on the call.

Book a Scoping Call

Role-Based Training

Each role learns its own view of the system — because in AccessPoint, coordinators and custodians genuinely see different things.

What's included

  • Coordinator session: the full lifecycle — intake, computed deadlines, collection assignment, redaction and exemption tagging, the correspondence desk, closure and reporting.
  • Custodian and contributor session: assignments, search attestations, and what the PII filter means they will never see — usually the shortest session, by design.
  • Admin session: settings, jurisdiction pack maintenance, roles and permissions, and the data import & export panel.
  • Optional reporting session: annual-report templates and Report Studio, for whoever owns your statistics.
  • Delivered on your configuration, not a demo tenant — questions get answered against your own request types, deadlines, and templates.
  • Remote by default; on-site by arrangement.

You'll walk away with

Every role trained on exactly the screens they'll use, an admin who can maintain the system without calling anyone, and per-role documentation bookmarks for the questions that come later.

Timeframe

One session per role. Run them in a single week around go-live, or spread them out — your call.

Ask About Training

How engagements work

1

A scoping call

Free, no deck. You describe your office, your statute, and your caseload; we settle which package fits — or that none does, and the docs will get you there. That's a real possible outcome and we'll say so on the call.

2

A fixed quote

One number for the defined scope. No hourly meter, no change-order reflex — if the scope was wrong, that's a conversation, not an invoice.

3

Delivery

Scheduled working sessions, delivered by the founder, on your configuration. You're not handed off, because there's no one to hand off to.

Rather Do It Yourself?

Good — the product is built for that. Start the 30-day free trial and deploy into your own tenant, often within an afternoon. The services will still be here if you want the shortcut later.

Start Free Trial Book a Scoping Call