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Getting started

Moving to CaseDyne

CaseDyne's team of experts manages the transition, integration and data migration, with minimal downtime.

The move

From demo to go-live

  1. See it run

    Book a demo and see CaseDyne working on the kind of matters your firm handles.

  2. Plan the transition

    CaseDyne is designed to work with the other software your firm uses. Our experts plan the transition and the integration with you.

  3. Migrate your data

    Your contracts, matters, clients, staff, documents and transaction history are migrated for you, with minimal downtime.

  4. Set up your team

    Users are set up in groups, each with access rights to the sections and menus it needs.

  5. Go live

    Your firm works in CaseDyne in the cloud, on Microsoft Azure, paid for monthly.

Migration

What we migrate for you

Moving from other software? CaseDyne's team of experts manages the transition, integration and data migration.

  • Contracts
  • Matters
  • Clients
  • Staff
  • Documents
  • Transaction history

Switching questions

How can I switch from other software?

CaseDyne is designed to work with the other software your firm uses. CaseDyne's team of experts manages the transition, integration and data migration, with minimal downtime. The migration covers your contracts, matters, clients, staff, documents and transaction history.

How are users managed in CaseDyne?

Users are managed in groups, and each group is given access rights to the sections and menus it needs.

How is CaseDyne licensed?

CaseDyne is a SaaS application that runs on Microsoft Azure, and you can pay for it monthly.

See how CaseDyne fits your practice.

Book a demo

Book a CaseDyne demo

Tell us about your firm and the work you want to simplify. We will tailor a walkthrough around your priorities.

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Areas of interest (optional)

Tell us about the work you want to simplify. Please don't include confidential client or matter details.

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