Services - Case Management Software

Database Conversion & Software Training

Already using a different case management software platform? No problem. We provide database conversion. Need help with TrialWorks? We've got your firm covered with our training programs.

Software Training
To take full advantage of TrialWorks’ deep feature set, proper implementation and training is a must. Our training experts know the ins and outs of the program and will lead you through every step of the process. It is our goal to ensure that you and your staff are well versed in the broad capabilities of the program. Training takes place either in person or online.

Database Conversion
TrialWorks offers complete data conversion services from most other case management products. Firms who convert their existing data into TrialWorks hit the ground running without wasting time reentering data manually. Call us today to discuss an import of your existing data.

Software Training

With the deep feature set included with your TrialWorks program, proper implementation and training is a must. Our training experts know the ins and outs of the program and lead you through every step of the process. It is our goal to ensure that you and your staff are well versed on the capabilities of the program. We take care of you and your system so that you can focus on taking care of your clients. Training takes place either in person or online.

Database Conversion

TrialWorks offers complete data conversion services from many other case management products. Firms who convert their existing data into TrialWorks hit the ground running without wasting time reentering data manually. Call us today to discuss an import of your existing data.

Making the Switch to TrialWorks?

Behind every information management software program there is a database. Although some rely on a simple database design, most depend on a series of relationships between tables of information. When choosing to move data from one database to another it is necessary to understand and preserve those relationships in the source and destination database. This process is called database conversion.

Step 1

TrialWorks obtains your current data and begins analysis. We determine the amount of data that will need to be converted, its overall health, address the complexity of the conversion and provide a timeline and quote.

Step 2

Our database engineers build routines that align your existing information with screens in the TrialWorks database. This process can take from a few days to a few weeks, depending on the complexity of the data.

Step 3

A member of our programming team will review your data in TrialWorks format. They will discuss changes required to the routine, and schedule a second review if necessary.

Step 4

Schedule a cut off from your current system and a go live to TrialWorks. Your time is too valuable; let the professionals preserve your client data.

Contact us today to discuss an import of your existing data – spreadsheets, document folder structures, or existing databases.