Onboarding · v1
Everything your team needs to run cases on Formally.
A guided path through the platform — from reading a record to drafting petitions, managing workload, and collaborating with clients through the portal. Watch the videos, follow the steps, and use this as a shared reference.
The learning path
Four tracks, seven modules
Work top to bottom for full onboarding, or jump to any module as a reference later. Click a card to begin.
Vialto Partners × Formally · Internal training
Questions? Reach your Formally admin team.