Casebook Implementation
On average, implementation with Casebook takes about 2 months compared to 6 months or more for competitive solutions. Why? Because Casebook isn't customized, it's configured. Casebook's experts will help you and your team configure Casebook to meet your needs.
How will you implement Casebook?
Lightspeed '22 Implementation
$999
In a few sessions with our onboarding specialists, we’ll map your top goals to Casebook and give you tips and assignments to enable you to configure and prepare Casebook for use by you and your teams.
This package includes:
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Access to all online resources (Online Course Curriculum; Knowledge Base, Videos, Support, Monthly Training Sessions)
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Up to 6 hrs 1:1 sessions with Onboarding Specialist Pre+ Post Launch
Quickstart Implementation
$199
Have you ever felt constrained by an implementation team and wanted to go faster or go at your own pace? This is all under your control with our QuickStart package.
This package includes:
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Access to all online resources (Online Course Curriculum; Knowledge Base, Videos, Support, Monthly Training Sessions)
- Up to 2 hrs TOTAL in tailored 1:1 sessions with Onboarding Specialist.
Enterprise Implementation
For organizations undertaking a large-scale technology transformation, Casebook's Custom Implementation Services can support your needs.
Enterprise implementations can include one or more of the following:
A custom implementation plan
Project management
Form development
Data import management
Integration management
Training
Casebook's team will work with you and your Project Management Office (PMO) to successfully launch Casebook in the most complex environments.
Casebook Technology
The Casebook platform was designed to keep important data secure so that we can safely grow with your organization
Additional Services & Training Options Available
Form Bundle
Build, Test & Publish 5 Simple Forms
Simple Form
Build, Test & Publish 1 Simple Form
Advanced Forms
Build, Test & Publish 1 Advanced Form
Custom Forms
Estimation, Building & Publishing Form
Data Bundle
4 Hrs Training & support sessions for customers who want to import data
Hands-On Data Mapping & Preparation
3 Hrs support customer import efforts
Full Service Data Mapping, Preparation & Import
Estimation, Data Mapping, & Importing Data
Hands On Reporting Demo, Training & Preparation
In depth Reporting demo, how to build basic and advanced reports and define which reports need to be developed
1 Report
Build, test 1 Report
Step Up Onboarding Support
Add 8 Hours Onboarding Specialist
End User Training [1 Hr]
1 Hr Live Casebook Software Training
1 Workflow
Build and test 1 workflow