Expert Help at Every Stage
From migrating your data to configuring practice-area tracking, setting up document templates, and connecting SharePoint — our legal technology experts ensure your firm gets the most out of CaseWizard.
Data Migration
We handle the complete migration of your existing case data, documents, and contacts into CaseWizard. Our team maps your current fields to CaseWizard's practice-area configurations, ensuring zero data loss and minimal downtime.
Custom Configuration
We configure CaseWizard to match your firm's practice areas, custom tracking fields, document templates, SharePoint connections, discovery workflows, and billing preferences. Get a platform tailored precisely to how your firm operates.
Ongoing Consulting
Continuous optimization of your CaseWizard setup as your firm evolves. Regular check-ins to refine practice-area configurations, update document templates, tune discovery workflows, and plan for new technology needs.
Training & Onboarding
Comprehensive training to get your entire team productive fast. From live webinars covering practice-area tracking and document template auto-fill, to personalized 1-on-1 sessions on SharePoint workflows, billing, and discovery management — we ensure every user is confident from day one.
A Smooth Transition in Four Steps
Discovery
We audit your current systems, practice areas, document templates, and SharePoint environment
Planning
We create a detailed migration, configuration, and template setup roadmap
Execution
Our team handles data migration, practice-area configuration, and SharePoint integration
Launch
Go live with configured practice areas, templates, and your team fully trained
Ready to Transform Your Practice?
See how practice-area tracking, document auto-fill, SharePoint integration, and built-in billing can transform the way your firm operates. Schedule a free demo today.
No credit card required · Free onboarding