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Home
ABOUT
LEADERSHIP
CAREERS
CORPORATE NEWS
BLOG
SOLUTIONS
LENDER TECH
>
VENDORSCAPE
ICLEAR 2023
POCPRO
CMAX
LEGAL TECH
>
CASEAWARE
POCPRO
COMPLIANCE TRAINING
NOTARY
TITLE
>
TITLE SEARCH
iClearTitle
INDUSTRIES
LENDER
LEGAL
TITLE
CONTACT
CaseAware Gold Conversion Questionnaire
*
Indicates required field
Name
*
First
Last
Company Name
*
Email
*
Phone Number
*
Congratulations on your CaseAware Gold conversion. We are excited to get started, but first, we need to get to know your current environment. Please answer the questions below to help us ensure a smooth implementation.
1. Is there an IT and/or CaseAware admin we can work with during the implementation?
Name of IT and/ or CaseAware admin
*
First
Last
Additional IT/ CA Admin (If applicable)
*
First
Last
[object Object]
2. What is the size of the database?
*
3. What is the size of the file documents (GB)?
*
4. In the main office, where the server is located, what is the size of the primary circuit? (i.e., 100Mb MPLS circuit)
*
5. In the main office, where the server is located, is there a secondary circuit?
*
Yes
No
6. Are there satellite office(s)?
*
Yes
No
If so, is there a primary and secondary, and what is the size? Or is this a point to point to the main office and relies on the main location circuit for all internet connectivity?
*
7. Please provide all public facing IP addresses for whitelisting.
*
8. Do users have access to CaseAware from home using VPN?
*
Yes
No
9. Will you require iClear and New Invoice?
*
iClear
New Invoice
10. Will you require read only access to the database?
*
Yes
No
11. Does you use Office 365 for email?
*
Microsoft Exchange
Office365
Other
12. Is there anything custom in place on the server? For example, a function that was built years ago on the server to perform a specific task. (Not in the application, but on the server.)
*
13. Please verify whether the following listed integrations are in use:
*
Lenstar
BKFS
Tempo
Vendorscape
Quandis
Quandis Military
Quandis Pacer
DMRS
Auction.com
Provest
Walz
Please add any necessary comments about current integrations in use:
*
Please provide any additional integrations you are using that are not listed:
*
14. Document Downloads – Do you currently utilize mass doc download functionality? In CA there is the option of downloading documents in bulk.
*
Yes
No
15. Document Imports – Do you currently utilize the bulk document import folder for CaseAware?
*
Yes
No
16. Active Desktop Utility – Do you currently use the utility for revising documents or mass printing documents?
*
Yes
No
17. Do you utilize the Extranet feature?
*
Yes
No
18. Will you be using the Mobile Application?
*
Yes
No
19. Please send a screenshot of current password policy settings in CaseAware.
*
Max file size: 20MB
*If settings do not match the following, they will need to be updated prior to production migration:
- 12 password history
- 8 Character Minimum
- Complex (Must have UPPERCASE, lowercase, ###’s and special characters)
- Password expiration every 90 days
- 5 invalid attempts within 30 mins locks out user
Submit
