Essentials to keep you on track
Basic setup for a successful launch (included with any plan).
Case setup
Our team will lay the groundwork by adding your case identifiers and client service types to Passare.
Integrations
We'll connect your call, print, web, or other services, in Passare to save you time from day one.
Forms
Hate scanning forms? Us too. We'll set up your government, state, and local forms in Passare.
General price list
Send us your general price list, and we'll add it to Passare for easy reporting and sales.
Onboarding specialist
Work with the same Passare team member throughout your entire launch plan.
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Training sessions
Meet regularly with your Implementation manager to learn Passare and ask questions.
Data migration made easy
You don't have to say goodbye to your old data. Our team follows a process to ensure an accurate final import into Passare (and spare you any heartbreak).
Never worry about data security
From case files to business information, you can trust us to keep your information safe. Passare is SOC 2 certified, which is just a fancy way of saying we’ve got everything in place to keep your data on lockdown.
Get your launch playbook
Read our Launch guide for tips on how to ace software setup, master your processes, and get staff buy-in for a smooth transition to your new system.
Jan Smith
Flanner Buchanan
“I've been licensed for about 25 years and have helped lead at least 5 database transitions, and Passare has by far been the smoothest I’ve ever encountered.”
