Casebook Onboarding

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?

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.

Casebook onboarding

Flexible Options

Select a Plan

Changemakers | $999

Guided | $1,999

Lightspeed | $1,299

Self-onboarding | $399

Casebook’s onboarding process

Goal & Success Definition

Select 1 to 3 key business goals to help target your onboarding

Identify measurement & data to achieve these objectives

Process Management

Advisory session with our team to guide mapping your business process to Casebook

Configuration

Setting your fields, forms, workflows, users up for launch

Data Management

Whether to import historical data, Build reporting dashboards

Prepare for Launch

Invites for Online Training, Designing your internal support in conjunction with Casebook’s offerings

Casebook Technology

The Casebook platform was designed to keep important data secure so that we can safely grow with your organization

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.

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