Implementation

You tell us what you need and we're there!

Our implementation kits give you setup, training, and consulting all rolled into one. We offer 4 different packages so you can find just what you need to use Core to its fullest potential.

Quick Start

The Quick Start Kit is great if you want to be up and running with basic functionality of Core, from foundation building, project setup, and time and expense tracking, through getting your billing done.

What's Included:

Foundation Setup (2 hours)

Project Setup (2 hours)

Time and Expenses Training (2 hours)

Billing Training (2 hours)

Preferences Setup (2 hours)

Professional

The Pro Kit focuses on the key trainings necessary to get the basics and setting up your projects, along with tracking time and billing, plus we will work with you on additional training where it's most beneficial.

What's Included:

Preferences Setup (2 hours)

Foundation Setup (2 hours)

Project Setup (2 hours)

Billing Training (2 hours)

Personalized Needs Analysis (2 hours)

Training of your choice (4 hours)

Time and Expenses Training (4 hours)

Elite

The Elite Kit allows you to have one of our Core experts perform a personalized needs analysis. They will also give you a solid foundational to make you functional and efficient in using Core.

What's Included:

Personalized Needs Analysis (2 hours)

Foundation Setup (2 hours)

Project Setup (2 hours)

Project Management Training (2 hours)

Time & Expenses Training (4 hours)

Billing Follow-Up (4 hours)

Billing Training (6 hours)

Accounting Training (6 hours)

Promise Package

The Promise Package ensures that your old data is migrated smoothly. In addition, you'll get personalized attention and training to get the most out of Core for your firm's business management needs.

What's Included:

Personalized Needs Analysis (2 hours)

Implementation Plan (2 hours)

Preferences Setup (2 hours)

Foundations Setup (2 hours)

Project Management Training (2 hours)

Initial Billing Coaching (2 hours)

Four weekly Follow-Ups (4 hours)

Project Setup (4 hours)

Time & Expenses Training (4 hours)

Billing Training (6 hours)

Training of your choice (6 hours)

Accounting Training (6 hours)

Data Migration (37 hours)