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:

  • 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

$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:

  • 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

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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.

Casebooks Onboarding Process Flowchart

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 

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