Open and understand the case
How easy is it to find the person, assignment, evidence and next action?
Start by comparing the work you do every day—not a list of advertised features. Then review what your existing export can carry into CaseCore.
A practical walkthrough, not a feature-count contest.
Use the same assignment and review the working experience.
How easy is it to find the person, assignment, evidence and next action?
What source material carries forward, and what must be entered again?
How do the reviewed report, client delivery and billing steps fit together?
You obtain your export from CROSStrax. We review the available records and supported migration scope.
| Source | CaseCore destination | Review |
|---|---|---|
| Existing case number | Case number | Preserve |
| Client record | Client | Map |
| File inventory | Evidence transfer plan | Confirm files |
| Unmatched source field | Not assigned | Needs review |
Evaluate the interface, the handoffs and the migration plan against your own requirements.
Ask for a demonstration against your actual requirements. We’ll discuss mappings, files, exceptions, training needs and the parts that depend on setup or account permissions.
Existing case numbers can be preserved in supported imports. A file manifest is not proof of an evidence transfer.
No feature-count contest. A demonstration, your questions and a scoped migration discussion.