Migrate your CaseManager data
Case management tool for law practices that digitizes paperwork and tracks case progress. Data export is limited to CSV with no documented public API, making migration a custom-engineering effort.
In its favor
Why people choose CaseManager
The signal that keeps CaseManager on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Time-tracking and work-progress logging appeals to paralegals and solo attorneys who need to justify billable hours without switching between tools.
The digitization workflow—converting hardcopy paperwork to electronic case files—reduces physical filing overhead for small law practices.
Cases and associated emails stay organized in one place, which reviewers describe as the primary organizational win over spreadsheet-based tracking.
Low-complexity interface reduces onboarding friction for non-technical legal staff unfamiliar with CRM-style tools.
Per-case export to CSV gives paralegals a manual backup path when they need to hand off case data to auditors or opposing counsel.
Pricing is opaque and perceived as unfavorable by customers who want cost transparency before committing to a multi-year subscription.
Glitches in progress tracking cause data integrity concerns, with reviewers reporting that logged time sometimes fails to persist correctly.
The platform lacks modern automation and integration capabilities, pushing growing law firms toward more connected legal tech stacks.
No mobile app or real-time sync means attorneys working remotely cannot access or update case files without desktop access.
Support responsiveness and feature roadmap are not clearly communicated, leading long-term users to feel the product is stagnant.
Reasons to switch
Why people leave CaseManager
The recurring reasons buyers give for replacing CaseManager. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where CaseManager fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
CaseManager pricing overview
No public pricing information is available. Reviewers on G2 cite pricing as a pain point and request more transparency from the vendor, suggesting the current model is either custom-negotiated per firm or requires direct sales contact.
Custom (sales-led)
Tier 1 of 1
Not publicly disclosed; vendor cites 'a range of pricing models to suit from sole consultant to large business'
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on CaseManager's schedule — see our quote-based pricing →
What gets migrated
CaseManager object support
Object-by-object support for CaseManager migrations. Per-pair details surface during scoping.
Cases
Mapping requiredCases are the primary container object. Export is available as a per-case CSV from the my.ipro interface. Field names vary by firm configuration, so we map case_status, case_type, and assignedAttorney to the destination schema during migration.
Contacts
Mapping requiredContact data lives within Cases as related parties. There is no standalone contact directory visible in exports, so we extract contact fields embedded in case records and flatten them to a destination Contacts object.
Documents
Mapping requiredDocuments are exported as PST (Portable Storage Table) files via Commvault export sets or as loose files per case. We map document filenames and attach them to their originating Case record on the destination side.
Time entries
Mapping requiredTime logging is available and timestamps are recorded, but the export path is unclear. We parse CSV exports for timestamped rows and reconstruct time entries, flagging any entries without a linked case_id as orphans.
Notes
Mapping requiredNotes are text fields within case records in the CSV export. We extract these as long-text Note objects and associate them back to the parent Case by case_id.
Attachments
Not in this platformAttachments to cases are not included in the standard CSV export. File attachments require manual export from the interface or an external backup of the document repository.
Custom fields
Mapping requiredFirms can define custom fields per case type. These appear in the CSV export as additional columns. We map them dynamically based on the exported column headers for each case type.
Users
Not in this platformUser accounts, role assignments, and attorney profiles are not exported via the CSV mechanism. User migration requires manual provisioning on the destination platform.
Billing records
Not in this platformBilling and invoice data is not part of the case export. Financial records must be exported separately from any billing module or sourced from third-party accounting records.
Pipeline Stages
Not in this platformThe platform does not expose a configurable pipeline or stage schema. There is no concept of Deals or Opportunities in the case model.
| Object | Support | Notes |
|---|---|---|
| Cases | Mapping required | Cases are the primary container object. Export is available as a per-case CSV from the my.ipro interface. Field names vary by firm configuration, so we map case_status, case_type, and assignedAttorney to the destination schema during migration. |
| Contacts | Mapping required | Contact data lives within Cases as related parties. There is no standalone contact directory visible in exports, so we extract contact fields embedded in case records and flatten them to a destination Contacts object. |
| Documents | Mapping required | Documents are exported as PST (Portable Storage Table) files via Commvault export sets or as loose files per case. We map document filenames and attach them to their originating Case record on the destination side. |
| Time entries | Mapping required | Time logging is available and timestamps are recorded, but the export path is unclear. We parse CSV exports for timestamped rows and reconstruct time entries, flagging any entries without a linked case_id as orphans. |
| Notes | Mapping required | Notes are text fields within case records in the CSV export. We extract these as long-text Note objects and associate them back to the parent Case by case_id. |
| Attachments | Not in this platform | Attachments to cases are not included in the standard CSV export. File attachments require manual export from the interface or an external backup of the document repository. |
| Custom fields | Mapping required | Firms can define custom fields per case type. These appear in the CSV export as additional columns. We map them dynamically based on the exported column headers for each case type. |
| Users | Not in this platform | User accounts, role assignments, and attorney profiles are not exported via the CSV mechanism. User migration requires manual provisioning on the destination platform. |
| Billing records | Not in this platform | Billing and invoice data is not part of the case export. Financial records must be exported separately from any billing module or sourced from third-party accounting records. |
| Pipeline Stages | Not in this platform | The platform does not expose a configurable pipeline or stage schema. There is no concept of Deals or Opportunities in the case model. |
Gotchas
What to watch for in CaseManager migrations
Issues we've hit on past CaseManager migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public API for bulk data extraction
Progress-tracking timestamps fail to persist in some records
Custom fields vary by firm configuration with no schema registry
Attachments and document blobs are not included in CSV exports
Pricing is opaque and not available on the vendor website
| Severity | Issue |
|---|---|
| High | No documented public API for bulk data extraction |
| High | Progress-tracking timestamps fail to persist in some records |
| Medium | Custom fields vary by firm configuration with no schema registry |
| Medium | Attachments and document blobs are not included in CSV exports |
| Low | Pricing is opaque and not available on the vendor website |
Leaving CaseManager?
Where CaseManager customers move next
12 destinations CaseManager can migrate to.
How a CaseManager migration works
Four steps, CaseManager-specific
Connect
Not publicly documented into CaseManager. Scopes limited to read-only on the data we move.
Map
We translate CaseManager-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate CaseManager quirks before production.
Migrate
Full migration with CaseManager rate-limit handling. Rollback available throughout.
FAQ
CaseManager migration FAQ
Answers to the questions buyers ask most during CaseManager migration scoping. Not seeing yours? Book a call.
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