Migrating Your Firm's Informaiton

Welcome to Casefriend 👋 The Self Migration Tool is the fastest way for a new firm to get fully set up in Casefriend, without back‑and‑forth emails or repetitive manual data entry. This guided, drag‑and‑drop experience allows you to securely import your firm’s Users, Clients, Client Reps (Adjusters), and Employers in bulk so you can start adding cases immediately. The same tool can also be reused later as your firm grows to add new users or clients at scale. This article walks you through each step of the process.