Our Training Philosophy
Train-the-Trainer: Our core approach
All of our training packages are built around a train-the-trainer model. The hours included in each package are designed to fully equip your super-users and internal trainers with the knowledge, materials, and confidence they need to train the rest of your firm themselves.
This approach gives your firm lasting independence — your trainers understand the system deeply, can support colleagues on an ongoing basis, onboard new starters, and adapt as your workflows evolve. It is a more durable and cost-effective foundation than firm-wide sessions delivered solely by us.
Our Advanced and Comprehensive packages include enough training hours to support some direct end-user training in addition to super-user development — but the primary scope and structure of every package is the train-the-trainer model. Where a firm requires us to directly train a larger number of end users, additional hours can always be provided — these can be specifically agreed with us and quoted for separately.
Training Packages
Choose one training package for your implementation. All packages are centred on building capability in your super-users and designated trainers, with role-based coverage and quick-reference materials included as standard.
Ideal for smaller firms with straightforward workflows or firms replacing a similar legacy system. Covers core Yao functionality delivered to your super-user team.
- Super-user & trainer programme
- Matter and client management
- Time recording and billing
- Document management
- Quick-reference guides
Our most popular package. Adds deeper workflow training, trust accounting, and extended super-user coverage, plus hours that can support some direct end-user training.
- Everything in Basic
- Trust/Client accounting module
- Reporting and dashboards
- Extended super-user sessions
- Management / partner session
- Scope for some end-user delivery
Full training coverage for larger or more complex firms. Includes Xero integration, advanced BI and reporting, and the broadest scope for direct end-user support.
- Everything in Advanced
- Xero integration training
- Advanced reporting & BI
- Multiple super-user sessions
- Train-the-trainer focus sessions
- Best scope for end-user delivery
Need more training hours? We are always happy to provide additional training days to support direct end-user delivery at whatever scale your firm requires. These are agreed and quoted for specifically — speak to your implementation contact or reach out to us at contact@yaotechnology.com.
Configuration, Workflows & Precedents
Every Yao implementation includes core project configuration as part of the standard package — and our training covers how to build and manage workflows, forms, and precedents so your team can do this themselves.
Core Configuration Included
All packages include foundational project configuration — setting up your firm, users, matters, and the core structure of the system. We work with you to get Yao configured to your requirements before go-live.
Workflow & Form Training
We train your super-users to build and manage workflows, dynamic forms, and document precedents using Yao's no-code tools — so your team is self-sufficient from day one, without ongoing dependency on us.
Precedent & Document Setup
A handful of document templates and precedents are set up as part of your implementation. Your trained super-users learn how to extend and maintain these themselves, applying your house styles and matter-type requirements.
Train-the-Trainer for Configuration
Just as with end-user training, our configuration support follows a train-the-trainer philosophy: we equip your people to own and develop the system independently, rather than creating a long-term reliance on Yao for every change.
Additional Implementation Days — Available on Request
Where a firm needs hands-on assistance building additional workflows, precedents, form templates, or more complex configuration beyond what is covered in the standard implementation, we are very happy to provide extra implementation days as an additional service.
These days can typically be requested and scoped as part of your initial quote, or at any point by contacting us directly. Additional implementation work is charged at our standard day rate and scoped specifically to your requirements. Contact us at contact@yaotechnology.com or speak to your implementation manager to discuss.
Floorwalking Support (Post Go-Live)
Floorwalking places a Yao trainer alongside your team — in person or remotely — during your first days on the live system. It is the single most effective way to accelerate adoption, build confidence quickly, and prevent issues forming early.
Remote Floorwalking
A dedicated Yao trainer available via video call throughout the working day. Ideal for distributed teams or firms comfortable with remote support.
On-Site — 1 Trainer
One Yao trainer on-site for the full working day. Can cover all areas of the office and handle real-time questions as they arise across teams.
On-Site — 2 Trainers
Two Yao trainers on-site simultaneously. Recommended for larger offices or firms running multiple practice areas in parallel at go-live.
Floorwalking is charged per day with a minimum of 2 days. Most firms book 3–5 days for go-live week. Contact us to discuss what's right for your firm.
Ongoing Support & Knowledge
Training gets your team started. What keeps them confident and productive day-to-day is access to great support — and that is built directly into Yao. We have invested in modern support infrastructure because we know from practice how much it matters when something is unclear or time is short.
Built-In Knowledge Base
A comprehensive library of guides, how-tos, and reference material is accessible directly within Yao — searchable and filterable so users can find what they need without leaving the platform.
Video Tutorials
Step-by-step video guides cover key workflows and features, giving users a visual walkthrough when written guides are not enough. Available on demand, whenever they need them.
AI Support Assistant
An AI-powered chatbot is available within Yao to answer questions, surface relevant guidance, and help users navigate the platform — available any time, without waiting for a human response.
Support built into the platform — not bolted on
Everything your team needs to get help is available from within Yao itself. Users can raise support tickets, search the knowledge base, ask the AI assistant, and browse video guides — all without switching context or opening a separate portal.
This is what modern legal software support should look like: immediate, accessible, and designed for people who have matters to run and clients to serve. We are proud of what we have built here, and we will keep improving it.