Bring your records with you.
Changing system is the part everyone dreads. Casely treats your move as a record in its own right: counted in, checked by you, and nothing dropped without you knowing.
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Export what you have
Spreadsheets, CSV files, PDFs, documents, whatever your current system will give you. Casely only reads the files you hand it, so your old system is never touched.
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Casely takes stock
Every file is listed and fingerprinted, and the originals are kept exactly as they arrived. You can always go back to what was sent.
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You check the mapping
Casely shows which column it thinks is which, with your own values beside it. You confirm or correct it before a single record is created.
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A dry run, with counts
Before anything goes live you see how many clients, notes, contacts and tasks would come across. Anything that doesn’t fit is set aside in a review list for a person to decide.
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Go live with a reconciliation report
The report says what went in, what was set aside and why. The numbers have to add up. Keep your old system running until you’re satisfied that they do.
What comes across.
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Clients
Names, references and dates of birth, matched against anyone already in Casely.
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Case notes
With their dates and details, linked to the right client.
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Contacts
People and organisations, with their roles and how to reach them.
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Tasks
Open and completed, with their due dates.
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Documents
Kept as the original files, so nothing is altered on the way in.
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Older archives
History you need to keep but won’t work in day to day, stored whole and linked to the client.
And if you ever want to leave.
You can take a complete export of your records at any time, in a documented format you can read without Casely. We’d rather keep you by being useful.
Which systems can you move us from?
If your current system can export spreadsheets, CSV files or documents, Casely can take them in. Tell us what you use and we’ll look at a sample export with you.
How long does a move take?
It depends on how much you have and how tidy it is. We agree the scope with you before anything starts, and the dry run shows you exactly where things stand.
What happens to our old system?
Nothing. Casely works from the files you export. Keep the old system for as long as you want a safety net.
Is the move included in the price?
A standard move is included within a scope we agree first. Unusually complex moves are scoped and priced separately before any work begins. See pricing.