Question 1

What practice areas does CaseWizard support?

Accepted Answer

CaseWizard comes configured for 31 practice areas, including personal injury, family law, criminal, bankruptcy, employment, intellectual property, real estate and tax. Each has its own tracking fields, and your administrators can add the case detail fields your firm uses.

Question 2

How does document template auto-fill work?

Accepted Answer

Keep your firm's templates with merge fields in them. On a case, choose a template and merge: CaseWizard fills in the parties, dates, court details and your own case fields. The Word add-in brings the same fields into Word while you draft.

Question 3

How does the SharePoint integration work?

Accepted Answer

Connect your firm's Microsoft 365 account and the documents on your cases are stored in your own SharePoint, where your team already works. Egnyte is supported as well.

Question 4

Is my data secure?

Accepted Answer

Data is encrypted in transit, each firm's data is kept apart in the database itself, changes are written to an audit log, and sign-in can require a code from an authenticator app or a passkey.

Question 5

What kind of support and training is included?

Accepted Answer

Every plan includes email and phone support at no extra cost. We also help you move your data over, set up your practice areas and templates, and train your team.

Simple pricing for every firm.

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