Services
We move you over and set you up.
Your data comes over from your old system, your practice areas and templates are set up, and your team is trained, before anyone has to change how they work.
Moving your data
We bring your cases, contacts, documents and billing over from your old system. Records are counted on both sides, and anything that cannot be moved cleanly is held for review rather than dropped.
- Your current fields mapped to CaseWizard's practice areas
- Counts checked between the old system and the new one
- Problem records set aside and resolved with you
Setting up for your practice
We set CaseWizard up for how your firm works: the practice areas you handle, the case fields you track, your document templates, your SharePoint or Egnyte connection and your billing.
- Practice areas and case detail fields
- Document templates and merge fields
- SharePoint or Egnyte, roles and billing setup
Training your team
Sessions for the people who will use CaseWizard every day, from intake and case work to templates, the calendar and billing, plus customer documentation your team can search.
- Training for attorneys, staff and billing
- Help with templates and the Word add-in
- Searchable customer documentation
Ongoing help
As your firm changes, we help you adjust: new practice areas, new templates, new people, and the new features we ship each week.
- Email and phone support on every plan
- Configuration changes as your firm grows
- A walk-through of new features as they arrive
How it works
Four steps from your old system to CaseWizard.
- 01
Review
We look at your current system, your practice areas, your templates and where your documents live.
- 02
Plan
We agree what moves, how your fields map, and the date your team starts in CaseWizard.
- 03
Move and set up
We move your data, check the counts, and configure your practice areas, templates and storage.
- 04
Go live
Your team signs in to a CaseWizard that already holds their cases, trained and ready.
See it with your own cases.
We set the demo up for your practice areas, walk through cases, documents, calendar and billing, and answer your questions about moving your data over.