01
Export
The agency exports CSV files or folder inventories from the old system. CaseCore does not need competitor passwords, API keys, or connected accounts.
Switch to CaseCore
Move old PI agency data into CaseCore without connecting competitor APIs.
CaseCore Switch Center is built for agencies moving away from outdated software, spreadsheets, Dropbox folders, and email-based case management. Upload exported files, preserve old case numbers, and use CaseCore AI to review messy migration data before import.
02
Review
Switch Center previews the file, and CaseCore AI can review the sample for likely mappings, missing fields, and cleanup risks.
03
Import
CaseCore imports clients and cases, preserves old case numbers when available, and keeps skipped rows visible for review.
04
Organize
The agency uploads supporting evidence, documents, forms, and notes into the new CaseCore case workspace.
05
Launch
Use the first-10-minute Trial Success path to confirm agency identity, create the first case, lock down access, review billing privacy, and try CaseCore AI.
CaseCore AI Migration Review
Let AI help clean the move, while the agency stays in control.
CaseCore AI can review imported file samples, spot bad columns, identify missing fields, and suggest cleanup before records are created. It does not log into competitor platforms, bypass export controls, or replace agency review.
Map messy export columns into CaseCore fields
Flag missing client, case, status, and jurisdiction data
Find duplicate case-number risks before import
Suggest cleanup steps before the agency commits records
Summarize old notes once records are inside CaseCore
Help organize evidence packages by imported case
Migration Coverage
Switch Center is built for the parts agencies actually need moved.
CaseCore does not just accept a list of names. Agencies can stage the operational pieces that make a switch practical: cases, clients, staff, evidence planning, and proof-of-service templates.
Clients and active or historical case records
Staff and contractor invite staging
Evidence manifest tracking before large file upload
Proof of service, affidavit, intake, and agency form templates
Old case numbers and source-system labels
Import history for owner review and cleanup
No API Bridge Required
Switching should not mean giving CaseCore access to competitor accounts.
Agencies control the export, upload the file, preview the records, and decide what to import. CaseCore keeps the migration process focused on agency-owned files and investigator-reviewed data.
Move to CaseCore