From Setup to Success
See how Cognify transforms your firm from first contact to measurable business outcomes—without the complexity of traditional BI.
Your Journey with Cognify
From demo to daily usage in three simple phases. No lengthy implementations, no complex training, no dashboard building.
Implementation
We connect your systems and configure your intelligence layer. Most firms are live within 2 weeks with zero disruption to daily operations.
Daily Usage
Your team uses Cognify naturally in Word, Excel, PowerPoint, Outlook, and Teams. No training required—it works like their other M365 tools.
Business Impact
Measure real outcomes: time saved, revenue protected, risks avoided, and better decisions made with real-time intelligence.
Implementation in 2 Weeks
Fast, simple setup with no complex data modeling or dashboard building. We handle the technical work while you continue serving clients.
Connect Your Systems
Days 1-3We securely connect Cognify to your practice management system and Microsoft 365 environment using OAuth authentication. Your data never leaves your systems—Cognify queries in real-time.
OAuth setup with your practice management system and Microsoft tenant—no passwords shared
Initial historical data import and real-time sync configuration via webhooks
Validate data flows and permissions across all integrated systems
Automatic user sync from Azure AD with role-based access control
Configure Intelligence
Days 4-7Through simple conversational questions, we set up your Performance Dashboard and Intelligence Feed. No technical expertise required—just answer questions about your firm's goals and priorities.
Conversational configuration: "What's your target revenue per partner?" "What utilization rate is healthy?"
Establish KPI targets, tolerance bands, and performance thresholds for your firm
Configure Intelligence Feed to surface the insights that matter most to your practice
Customize dashboard views for managing partners, practice heads, and individual partners
Deploy & Train
Days 8-12We activate Cognify for your team with Microsoft Co-Pilot integration. The interface is familiar—it works just like their other M365 applications. A brief walkthrough session gets everyone started.
Enable Cognify plugin across Word, Excel, PowerPoint, Outlook, and Teams
Install Intelligence Feed and Performance Dashboard tabs in Microsoft Teams
30-minute session showing key features and common use cases—not traditional "training"
Quick reference guides and video tutorials available in Teams
Go Live & Optimize
Days 13-14Your team starts using Cognify immediately. We monitor adoption metrics, gather feedback, and refine configurations based on actual usage patterns during the first two weeks.
Firm-wide communications and executive sponsorship messaging
Track adoption, query patterns, and feature utilization across the firm
Refine alert thresholds and dashboard views based on real usage
Collect user feedback and adjust Intelligence Feed rules for maximum relevance
Daily Usage Scenarios
See how Cognify embeds into your team's actual workflow—delivering intelligence at the moment they need it.
Partner Drafts Client Proposal
A partner is preparing a proposal for a potential client and needs current team capacity and relevant experience.
Intelligence Feed Alert
Monday morning, a partner is reviewing emails when an Intelligence Feed notification appears in Teams.
Contextual Email Intelligence
A partner is composing an email to a long-time client about a new matter opportunity.
Monthly Partner Meeting
Managing partner is preparing slides for monthly partner meeting 30 minutes before it starts.
Phase 3: Measurable Business Impact
Track concrete outcomes from Cognify adoption—not just usage metrics, but real business value delivered to your firm.
What Success Looks Like
Revenue Protection: Unbilled time identified and invoiced before write-off deadlines
Better Resource Allocation: Real-time capacity visibility enables optimal matter staffing
Risk Mitigation: Critical deadlines and client issues flagged before they become crises
Faster Decision Making: Partners access data instantly without waiting for reports
Improved Client Service: Contextual intelligence ensures informed client communications
Data-Driven Strategy: Leadership makes decisions based on real-time metrics, not intuition
Eliminated BI Waste: No more unused dashboards or failed implementation investments
Sustainable Adoption: Usage increases over time as team discovers new use cases
Continuous Support & Optimization
We don't disappear after go-live. Ongoing support ensures you maximize value from Cognify as your firm grows.
Responsive Support
Email support with priority response times based on your plan tier. Technical issues resolved quickly.
- ✓Starter: 24-hour response
- ✓Professional: 4-hour response
- ✓Enterprise: 1-hour response
Knowledge Base
Comprehensive documentation, video tutorials, and guides accessible directly in Teams.
- ✓Getting started guides
- ✓Feature walkthroughs
- ✓Common use cases
- ✓Troubleshooting tips
Regular Check-Ins
Professional and Enterprise plans include scheduled reviews to optimize your configuration.
- ✓Quarterly business reviews
- ✓Usage analytics review
- ✓Configuration optimization
- ✓New feature previews
Ready to Get Started?
Book a demo to see the implementation process and daily usage scenarios tailored to your firm.