Define the problem
List the tasks causing friction today and what an acceptable improvement would look like. Test those tasks during a DocketServe demonstration or evaluation.
Assess switching costs
- What records and attachments can be exported and imported?
- Which client and staff workflows would need retraining?
- How would open jobs be handled during a transition?
Make a reversible decision
Keep an authoritative record of current work and confirm vendor terms directly. Do not migrate active matters solely on a marketing comparison.