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Needed to migrate from an aging FileEASE system.
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Wanted to distribute some of the processes to admin staff in practice areas.
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Hoped to provide access to records information to all staff.
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Concerned about being able to match the fields in FileEASE and user-acceptance.
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Needed to load client and matter data from the billing system.
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Selected FileTrail for its PureWeb technology and powerful configuration tools.
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Leveraged FTAdapt configuration tools to mimic FileEASE data collection screens.
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Utilized FileTrail's enterprise-class security to provide access to others.
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Contracted FileTrail's professional services to migrate data.
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Implemented FTSynchronize to synchronize client and matter information.
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Completed migration over a weekend.
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Progressed through a gradual, step-by-step rollout to staff.
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Distributed file creation and file requesting tools to the practice areas.
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Client and matter data is added and updated nightly without user intervention.
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