Implementation & onboarding

Implementation: live in 6–8 weeks, in your own Microsoft 365 and Azure

IT setup usually takes about 1.5 hours of IT time. Your IT team creates the required Azure resources and a SharePoint site using Dock's setup guide. Dock then leads deployment, configuration and training as one project. Data migration is an optional service you can add.

Book a demoSee the project plan
  1. 1
    Your IT creates the Azure resources and SharePoint site
    Using Dock's setup guide
  2. 2
    Dock deploys the application into them
    Customer-created Azure resources and SharePoint site
  3. 3
    Configuration
    Intake · workflows · templates · clauses · dashboards
  4. 4
    Data migration (optional service)
    Billed separately · own migration plan
  5. 5
    Training
    Admins, then users
  6. 6
    Go-live
    Dedicated CSM handover

Schedule agreed in your project plan

One project, from kick-off to handover

A weekly touch-base keeps the requirements session, working sessions and training moving together. Go-live in 6–8 weeks covers implementation and training; if you add migration, its timeline is set in the migration plan.

  1. 1
    Your IT creates the Azure resources and SharePoint site
    Using Dock's setup guide
  2. 2
    Dock deploys the application into them
    Customer-created Azure resources and SharePoint site
  3. 3
    Configuration
    Intake · workflows · templates · clauses · dashboards
  4. 4
    Data migration (optional service)
    Billed separately · own migration plan
  5. 5
    Training
    Admins, then users
  6. 6
    Go-live
    Dedicated CSM handover

Schedule agreed in your project plan

What we need from IT

Dock runs on Azure resources in your subscription: App Service plan, Cosmos DB for MongoDB and Key Vault, plus optional Azure OpenAI and VNet. Expect about $156–283 a month for the required resources (roughly $196–313 with optional Azure OpenAI or VNet) in Azure costs, billed by Microsoft, on top of Dock fees. You also provide SSO and Entra groups and a SharePoint site; then Dock's team takes over deployment. Security →

Customer IT checklist
  • Azure resources (App Service, Cosmos DB, Key Vault)
  • Administrator consent
  • SSO and Entra groups
  • SharePoint site
  • Dock service accounts (Dock_Admin with Office 365 + Power Automate licences)
  • App Catalog and app registration (certificate)
  • IP allow-listing if you use location policies
  • Approve API access after deployment
  • Upload the Teams app manifest; install the Dock chat bot for Teams notifications
  • Outlook add-in (Exchange Online) and Word add-in deployment

After setup, Dock takes over deployment.

We configure the process you already run

Working sessions turn your current intake and approval process into forms, rules, templates, clause libraries and dashboards — including conditional questions by contract value. After go-live your Global Admins maintain the templates: up to 50 contract and 50 request workflow templates, and up to 20 workflows per contract or request.

New contract request
Party
Northwind Ltd.
Service description
Facilities analytics
Department
Operations
Contract value
$32,000
Supporting documents
scope.pdf
Conditional question
Contract value over $25,000 → confirm multiple quotes obtained
Confirmed

Want existing contracts loaded?

Data migration is an optional service, billed separately as set out in your contract. Default migration allowances: Starter 100 contracts, Professional 250 and Enterprise 350; $5 per additional contract. Provide a metadata spreadsheet, or use AI extraction (optional, and slower). Bulk import tools are part of the Enterprise plan. Switching to Dock →

  1. 1Export from any source

    Metadata spreadsheet, or optional (slower) AI extraction

  2. 2Prepare documents

    You place documents in your SharePoint

  3. 3Sample migration

    Review and approve the sample

  4. 4Bulk migration

    Dock migrates after sample approval

Scanned documents: OCR extraction

Admins learn how to run it

Weekly check-ins lead into admin training for templates and workflows, clause libraries and dashboards, then user training and a CSM handover.

Admin training

Templates & workflows · clause libraries · dashboards

CSM handover

Weekly check-ins continue into go-live support

“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Read the SEH story: 30 minutes to 3 to find a contract →

Implementation questions

Production is deployed into Azure resources in your own subscription and a SharePoint site in your Microsoft 365. Users sign in with Microsoft 365 SSO and work in the browser or Teams on desktop. The Word add-in is for desktop Word; the Outlook add-in requires Exchange Online and a Business, E1, E3, E5 or F3 licence.

Related

Switch to Dock →
Security & trust →
SEH customer story →

30 minutes to 3 to find a contract

Pricing →

Plan your 6–8 week rollout

Bring your current process and migration questions to a 30-minute demo.

What to expect
  1. 115-min discovery
  2. 230-min demo on your contract types
  3. 3Security pack if IT needs it

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“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Book a 30-min demo