01
Authorize
Start with a written migration request that confirms the agency owns or controls the records, names the old system, and identifies what must move.
Switch to CaseCore
Move old PI agency data into CaseCore with an automatic-feeling switch.
CaseCore Switch Center is built for agencies moving away from outdated software, spreadsheets, Dropbox folders, and email-based case management. Use approved connectors where available, upload guided exports where safer, preserve old case numbers, and use CaseCore AI to review messy migration data before import.
02
Connect or Export
Use an approved connector when one exists, like QuickBooks Online or a customer-authorized provider API, or follow a guided export from CROSSTrax, TrackOps, spreadsheets, folders, or other systems. CaseCore does not need competitor passwords.
03
Auto-Map
Switch Center previews the file, detects familiar columns, and CaseCore AI can review the sample for likely mappings, missing fields, and cleanup risks.
04
Import
CaseCore imports clients and cases, preserves old case numbers when available, and keeps skipped rows visible for review.
05
Organize
The agency uploads supporting evidence, documents, forms, and notes into the new CaseCore case workspace.
06
Launch
Use the first-10-minute Trial Success path to confirm agency identity, create the first case, lock down access, review billing privacy, and try CaseCore AI.
Large Agency Migration
Move the agency without making the agency stop.
Bigger agencies should not have to rebuild years of work by hand. CaseCore can stage a controlled migration path so owners know what is moving, staff can keep working, and legacy files are tracked without forcing a risky all-at-once upload.
Authorization first
CaseCore documents what the agency owns, who approved the move, and which migration path is allowed before touching records.
Inventory first
CaseCore builds a migration inventory before records are committed, so owners can see matched cases, staged files, duplicate risks, and anything that needs review.
Move in phases
Active cases, clients, notes, billing, and assignments can move first. Historical files can be staged behind the scenes without stopping daily work.
Verify before launch
Owners review a migration summary before go-live, including imported records, skipped rows, unmatched files, and cleanup items.
Keep working
Once the workspace is ready, staff can continue from CaseCore with old case numbers, client context, billing history, and legacy file references preserved.
Authorized Migration Service
A white-glove move without unsafe password handoff.
CaseCore can help agencies move from prior systems through approved APIs, guided exports, customer-run file packages, or support-assisted migration sessions. The goal is simple: the agency walks into CaseCore with active work, client context, old case numbers, billing history, notes, forms, and evidence plans ready to use.
CaseCore does not ask customers to give us old-system passwords, bypass access controls, or pull data the agency is not authorized to export.
Approved API
When a provider supports an API or customer-owned export token, the customer approves access and CaseCore stages only the records allowed for that agency before import.
Guided Export
When an API is not available, CaseCore gives the agency a clean export checklist and maps the customer-provided files into cases, clients, billing, notes, forms, and evidence manifests.
Local File Package
For large file stores, a customer-run package can inventory folders, hash files, and create manifests so CaseCore can stage evidence without breaking the original media.
Support-Assisted Session
For white-glove moves, the customer controls their old account during a screen-share or export session while CaseCore helps validate the package and import plan.
CaseCore AI Migration Review
Let AI help clean the move, while the agency stays in control.
CaseCore AI can review imported file samples, spot bad columns, identify missing fields, and suggest cleanup before records are created. It does not log into competitor platforms, bypass export controls, or replace agency review.
Map messy export columns into CaseCore fields
Flag missing client, case, status, and jurisdiction data
Find duplicate case-number risks before import
Suggest cleanup steps before the agency commits records
Summarize old notes once records are inside CaseCore
Help organize evidence packages by imported case
Migration Coverage
Switch Center is built for the parts agencies actually need moved.
CaseCore does not just accept a list of names. Agencies can stage the operational pieces that make a switch practical: cases, clients, staff, evidence planning, and proof-of-service templates.
Clients and active or historical case records
Staff and contractor invite staging
Evidence manifest tracking before large file upload
Proof of service, affidavit, intake, and agency form templates
Old case numbers and source-system labels
Import history for owner review and cleanup
Legally Clean Migration
Switching should not mean risky credential sharing.
Agencies control the authorization, export, upload, preview, and final approval. CaseCore keeps migration focused on agency-owned records, approved provider access where available, and investigator-reviewed data before launch.
Move to CaseCore