1. Enable CRM Content - CaseCloud makes extensive use of content at the matter level, so it is required that CRM Content be enabled.  New Salesforce implementations will have content enabled by default.  To enable CRM Content, go to Setup >> in the Quick Find: type content >> select Salesforce CRM Content >> check the first checkbox with Enable Salesforce CRM Content and save your changes.
2. Enable Chatter - Chatter is a corporate network that lets your users work together, talk to each other, and share information, all in real time.  To enable Chatter, go to Setup >> in the Quick Find: type Chatter >> select Chatter Settings >> choose Edit.  At the very minimum, check the first checkbox under Chatter Settings.  Remember to save your changes.
3. Modify Email Deliverability [only needed when installing in a sandbox] - This page lets you configure settings to improve your organization's email deliverability.  The deliverability access level must be set to All Emails.

Once you receive the installation link, copy and paste it into your browser.  You will be prompted to verify your identity by signing in again.  Next, you will be presented with the package details and the opportunity to select which security profiles will have access to CaseCloud components.  In most cases, you will choose Install for Admins Only.  Keep in mind that removing access at a later time is easier than adding individual access after installation.

Once you select the Install button, the installation will begin.  After a minute or so, the screen will have the message you see below.  This is completely normal!  Select Done and you will receive an email notification once the installation is complete.  The package will usually take approximately 10 minutes to install.  

Once the installation is complete, you will receive an email from Salesforce indicating whether it was successful or failed.