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With this package you get 2 months Professional Plan ($1,900 value) and the Essential Onboarding Implementation Bundle that includes:
90 minute, virtual, guided onboarding session.
Core system configuration and workspace setup (permissions and settings).
Data import of contacts/clients, users, and files up to 200GB. (No data cleaning.)
One 2- hour, virtual team training session. (up to 10 participants)
Email and chat configuration and import support during the first 30 days. (up to 20 total hours)
You agree to provide weekly feedback to the theCaseWork™ founders regarding your experience with the platform, including insights on UI/UX and feature recommendations.
With this package you get 2 months Professional Plan ($1,900 value) and the Essential Onboarding Implementation Bundle that includes:
90 minute, virtual, guided onboarding session.
Core system configuration and workspace setup (permissions and settings).
Data import of contacts/clients, users, and files up to 200GB. (No data cleaning.)
One 2- hour, virtual team training session. (up to 10 participants)
Email and chat configuration and import support during the first 30 days. (up to 20 total hours)
You agree to provide weekly feedback to the theCaseWork™ founders regarding your experience with the platform, including insights on UI/UX and feature recommendations.