🚀 Self Migration Walkthrough: Set Up Your Firm in Casefriend

Step 1: Open the Self Migration Tool

From the Casefriend navigation bar:

Intake, Upload & Cases → Self Migration

You’ll land on the Self Migration Overview screen, where you can begin the process

Note: If your account has zero Clients or zero Employers, Casefriend will automatically prompt you to use Self Migration when you log in.

Step 2: Download the Templates

Each migration category has its own Excel template:

• Users – attorneys and staff
• Clients – carriers / TPAs
• Client Reps – adjusters / examiners
• Employers – named employers in your cases

Download each template directly from the page (or all at once as a ZIP), fill them out, and save them locally. 

Step 3: Upload Users (Start Here)

We recommend starting with Users and Clients, as both are required before cases can be added.

1. Drag and drop your completed Users template into the Users tab
2. Review the list of Users directly in the UI
3. Fix any validation issues inline
4. Click Approve & Import

During processing, Casefriend will show a progress modal as users are created.

❓What happens automatically:

• Users are activated upon creation
• Default monthly billable hours are applied
• Permissions and roles follow the template values 

Step 4: Upload Clients

Next, upload your Clients template.

1. Drag and drop the file into the Clients tab
2. Review the list of Users directly in the UI
3. Fix any validation issues inline
4. Click Approve & Import

Casefriend prevents duplicate client groups and confirms successful creation before moving on. 

During processing, Casefriend will show a progress modal as users are created.

❓What happens automatically:

• Clients are created upon creation
• Clients inherit firm billing guidelines

‼️After Import make sure you customize your Client Billing Guidelines as needed

Step 5: Upload Adjusters (Client Reps)

Adjusters are linked to Clients and should be uploaded after Clients are created.

• Drag and drop the file into the Adjusters tab
• Review the list of Adjusters directly in the UI
• Fix any validation issues inline
• Click Approve & Import

❓What happens automatically:

• Adjusters are activated upon creation

Step 6: Upload Employers

Finally, upload your Employers list.

• Drag and drop the file into the Employers tab
• Review the list of Employers directly in the UI
• Fix any validation issues inline
• Click Approve & Import

Step 8: Upload Cases using Jet Intake

Once User, Clients, Adjusters and Employers are imported, you are ready to add your Cases using Jet Intake.

Click the Open Jet Intake button to begin the process.

📘Learn more about Jet Intake here 

🕰️ Resume or Reuse Migration Anytime

Each migration is saved as a job, so you can:

• Leave and come back later
• Reopen an existing job
• Use Self Migration again as your firm grows

🔐 Security & Confidentiality

All uploads are processed inside Casefriend.
Your data is never sent to third‑party tools or exposed outside your firm’s environment, keeping client confidentiality front and center.

❓Frequently Asked Questions

❓Do I have to migrate everything at once?

No. Each section can be completed independently, and progress is saved automatically.

❓What if there’s an error in my file?

Errors are shown inline. You can fix values directly in the UI or re‑upload a corrected file.

❓Can I use this after onboarding?

Yes. Many firms reuse Self Migration when adding new attorneys, clients, or employers in bulk.

❓Do I need technical help to do this?

No. The tool is designed for firm admins and does not require IT involvement.

❓What do I need before I can add cases?

You must have at least one User and one Client created before migrating or creating cases.

Need Help?

If you have questions during setup, our Support Center has additional guides and your Casefriend team is always here to help.

👉 Visit: support.casefriend.com

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