Onboarding Wizard

Overview

The onboarding wizard guides you through initial setup when you first activate the plugin. It takes 5-10 minutes and sets up your core configuration.

Wizard Steps

Step 1: Welcome

1. Introduction to Shahi LegalFlowSuite
2. Overview of available modules
3. Time estimate for setup

Step 2: Company Profile


Fill in your organization details:

4. Company Name – Legal business name
5. Website URL – Your site URL (auto-filled)
6. Contact Email – Primary contact email
7. Business Type – Select from dropdowns
8. Address – Full company address (for legal documents)
9. Phone Number – Optional contact number
10. Industry – Industry classification
11. Data Protection Officer – DPO contact (optional)

This information is used in generated legal documents and compliance records.

Step 3: Module Selection


Choose which modules to enable:

12. Consent Management – Cookie consent and GDPR compliance
13. Accessibility Scanner – WCAG 2.1 AA scanning and auto-fix
14. Legal Documents – Generate Privacy Policy, Terms, etc.
15. DSR Portal – Data Subject Rights requests

You can enable/disable modules anytime later in Settings.

Step 4: Compliance Preferences


Set your compliance profile:

16. Applicable Regulations – Select GDPR, CCPA, LGPD, etc.
17. Default Language – Primary language for documents
18. Auto-fix Accessibility Issues – Enable/disable auto-repair
19. Consent Collection Method – Explicit opt-in or other
20. Data Retention – How long to keep consent records

Step 5: Review & Activate


21. Review all settings
22. Confirm module activation
23. Complete wizard

After Onboarding


The plugin is ready to use! Access modules via:

24. SLOS Dashboard – Main overview
25. SLOS Settings – Configuration
26. Module-specific pages for each feature

Skipping the Wizard

If you skip the wizard:

Resetting Onboarding

To restart the wizard: