With our full-service software selection process, we will be with you from start to finish.
- Perform software needs analysis. We will conduct a needs analysis with your staff to determine which features and functionalities your firm will require of the new software.
- We will create detailed workflows of your intake and practice area processes.
- We will recommend two or three products that are best suited for your firm to demo.
- We attend vendor product demos with you.
- We handle the project management so that the transition occurs with little to no hiccups.
- We extract data from your current software and migrate it to the new system.
- The database defaults and custom fields are set up.
- Advanced training tailored to your firm is provided.
- If needed, we can create custom reports, workflows, document automations or other special projects
- Provide on-going phone and email support as needed