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Better Together

CMS Migration

Let our Migration team help you transition from one Case Management tool to another.

Expert Service Offering

CMS Migration

CMS Migration

Set-Up for moving to a new Case Management Tool, Migrate data for seamless transition, Train team on utilizing Case Status with new CMS

Contact Us

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 30,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.
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Better Together

Let our Migration team help you transition from one Case Management tool to another.

Expert Service Offering

CMS Migration

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Description

CMS Migration

Services Offered

Set-Up for moving to a new Case Management Tool

Migrate data for seamless transition

Train team on utilizing Case Status with new CMS

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 30,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.
See The Product
Back to Certified Experts

Better Together

Record Retrieval Reinvented

Download Electronic Health Records directly from the providers, without copy service charges.

Expert Service Offering

Record Retrieval Reinvented - Download Electronic Health Records directly from the providers, without copy service charges.

Services Offered:

  • Electronic Health Record (EHR) Download
  • Record Retrieval for Plaintiffs
  • Record Retrieval for Defense Firms
  • New York Record Retrieval for Law Firms
  • State Medical Record Copying Fees

Contact Us

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“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk

Unlock the Full Potential
of Your Firm

We believe new software should be easy to adopt, and it should be exciting and fun to implement because it’s for the benefit of your clients. Start incorporating best practices in client management alongside the other thought leaders and innovators in the industry.

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