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


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:

  • Access to all online resources (Online Course Curriculum; Knowledge Base, Videos, Support, Monthly Training Sessions)

  • Up to 6 hrs 1:1 sessions with Onboarding Specialist Pre+ Post Launch

Quickstart Implementation


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:

  • 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

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
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HIPAA Compliant
casebook SOC2 Type I
Casebooks Onboarding Process Flowchart

Additional Services & Training Options Available

Form Bundle - $995

Build, Test & Publish 5 Simple Forms

Simple Form - $195

Build, Test & Publish 1 Simple Form

Advanced Forms - $450

Build, Test & Publish 1 Advanced Form

Custom Forms - $1000

Estimation, Building & Publishing Form

Data Bundle - $395

4 Hrs Training & support sessions for customers who want to import data

Hands-On Data Mapping & Preparation - $295

3 Hrs support customer import efforts

Full Service Data Mapping, Preparation & Import - Custom $

Estimation, Data Mapping, & Importing Data

Hands On Reporting Demo, Training & Preparation - $395

In depth Reporting demo, how to build basic and advanced reports and define which reports need to be developed

1 Report - $495

Build, test 1 Report

Advanced Onboarding Support - $1095

Add 8 Hours Lead BA

End User Training [1 Hr] - $150

1 Hr Live Casebook Software Training

1 Workflow - $225

Build and test 1 workflow 

Train The Trainer - $250

2 Hr Live Casebook Software Training OR Training Planning

Reporting Bundle - $1595

Review Reporting needs, define & build up to 5 reports.

Step Up Onboarding Support - $795

Add 8 Hours Onboarding Specialist




Meet With An Expert