CasePilot AI
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Implementation journey

From subscription to go-live in four weeks

A structured, low-risk implementation with a named onboarding lead. You never figure it out alone.

Timeline

The four-week plan

Every ImmPilot rollout follows the same proven sequence.

  1. Week 1

    Platform setup

    • Provision your tenant and admin users
    • Configure roles: RCIC, associate, paralegal, admin
    • Establish security policies and MFA
    • Kickoff call & success plan
  2. Week 2

    Website configuration

    • Configure your marketing website content
    • Set up practice-area landing pages
    • Publish news & knowledge center
    • SEO metadata & sitemap
  3. Week 2

    Branding & domain

    • Apply your logo, colors, and typography
    • Custom domain for portal & website
    • Transactional email sender domain
    • Client-facing templates
  4. Week 3

    Data migration

    • Import clients, cases, and documents
    • Map templates and workflows
    • User accounts and permissions
    • Calendar & task sync
  5. Week 3

    Staff training

    • Role-based live sessions
    • Recorded curriculum for self-serve
    • Best-practice SOPs by case type
    • Certification checkpoints
  6. Week 4

    Go live

    • Portal opens to your clients
    • Live case operations begin
    • Daily check-ins for the first week
    • Rapid response on any blocker
  7. Week 5+

    Optimization

    • Adoption review & workflow tuning
    • Advanced AI configuration
    • Analytics & KPI setup
    • Quarterly success reviews
What's included

Everything to launch — done with you

A dedicated implementation lead handles the technical work while your team focuses on learning the platform.

Website configuration

Marketing site, programs catalog, and knowledge center configured to your firm's positioning.

Company branding

Logo, colors, typography, and voice applied consistently to portal, emails, and website.

Email setup

Transactional email domain configured with SPF, DKIM, and DMARC alignment.

Domain configuration

Custom domain for your client portal and marketing site, HTTPS included.

Data migration

Structured import from spreadsheets, existing CRMs, and document folders.

User onboarding

Every staff member trained on their exact role, with recorded fallbacks.
Talk to implementation

Plan your rollout with our team

Book a 30-minute call — we'll draft a week-by-week plan tailored to your firm.

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