Preparing for Your Case Management Demo
Before signing up for a demo to discover the latest advances in case management software, review this checklist so you know all the right questions to ask.
General
The checklist covers general questions like whether the software is built for specific practice areas, terms and conditions of any contracts and details about the service provided.
Feature-Specific
It also dives into feature specific questions relating to integrations with tools you are currently using and workflows that could be improved by adding certain features.
Technical
The checklist provides you with questions to ask about technical issues such as security, data storage and system requirements.
Prepare for your case management demo by downloading this comprehensive checklist of questions. It’s the best tool available to streamline your research and help you select the best case management software for your firm.