Updates > Migration FAQ

 

Caseload Manager Upgrade FAQ

We are excited to begin transitioning clients to the upgraded version of Caseload Manager. Below are answers to some of the most common questions about the migration process.

Why are We Migrating?

Because technology has improved, and it was time to improve the experience. The original Caseload Manager has been great, and provided a strong platform for this version. Specifically, we wanted a more responsive system, more intuitive, and with increased security and reporting options. 

New Features

Features are being continuously added to the new system. You will receive an alert for any major new features in advance along with a training. For smaller updates, you will notice a red notification alert when you log into the system alerting you to any changes. 

We have mimicked the features that you enjoyed with the previous system. You may also now choose which features you want enabled or disabled (such as billing, panel management, ombuds/mediation/arbitration reports, etc.). There are also many new features, including: 

  • Modern interface — no more browser popup windows; actions open in clean slide-over panels
  • Responsive design — works properly on any screen size
  • Cleaner, faster navigation system
  • Spotlight Search: Search records for any value (name, case, etc)
  • SMS/text integration
  • Document generation
  • Increased billing control, such as Accounts Receivables, flat fee
  • Time allocation reports
  • Create and save custom reports
  • Increased survey controls
  • Design and place your own custom fields
  • Customize your own dashboard 
  • Clickable rows throughout — click anywhere on a row to open a record

Feedback & Feature Requests

There is currently a built-in feedback button directly within the new system. You can submit:

  • Questions or concerns
  • Typos or corrections
  • Wishlist items and feature ideas
  • Screenshots or examples

Items will be reviewed and prioritized based on urgency. If it is a bug or technical issue, we will respond immediately. If it is a feature request or wishlist item, we will work with you to discuss implementation options and timelines.

How Will the Transition Work?

We will first provide you with access to a generic sandbox version of the upgraded system so your team can explore the new features and workflows.

After you have tested the system and provided feedback, you may request that certain features be enabled, disabled, or customized for your organization.

Once your configuration is finalized, we will work with you to determine your preferred migration date. On that date, we will create an exact clone of your current system and provide you access to your upgraded Caseload Manager instance.

What Data Will Transfer?

All of your existing data will migrate to the upgraded system, including:

  • Custom fields and system configurations
  • Staff and contact records
  • Sent emails and communications
  • Documents and attachments
  • Case history and calendar history
  • Email templates and workflows

We will also review your previous templates with you to ensure they are upgraded to support the newest features, including SMS functionality.

Access to the Legacy System

After your migration is complete, your previous Caseload Manager system will remain live for at least 30 days to help ensure a smooth transition period for your staff and active cases.

Pricing

There will be a slight increase in pricing for the upgraded system due to the expanded functionality and new features. However, we are working hard to keep pricing within your current budget whenever possible.

Training & Support

We will aim to schedule a live training session on or near your migration date. Our team will remain available after launch to answer questions and assist your staff as needed.

The upgraded system should feel very familiar — and hopefully even more intuitive. We have streamlined several workflows and added new functionality that we are excited to review with you.

Migration Timeline

Client migrations are taking place throughout 2026. We have already begun transitioning organizations and are coordinating individually with each client to determine the most convenient migration timeline for their team.

Anticipated Development

With all of the recent tech advancements, develop is increasing at a rapid rate. We have planned development, and we are also trying to be responsive to your requests. Some of the upcoming features on our timeline are: 

  • eSigning
  • Sliding Scale invoicing
  • Meeting Rooms (private party/mediator chat rooms where conflicts can be resolved asynchronously)