Advologix Implementation

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As Advologix partners we provide implementation, configuration and migration to Advologix clients. Our staff of certified administrators and developers will take the time to understand where you come from, whether that’s from another matter management platform of if you have been working off spreadsheets, and evaluate your ‘keeper” processes to determine the best use of the feature rich Advologix platform. Additionally, we can help you discover new solutions to pain points in flow and efficiencies. Every use case from 1-1000 users can be accommodated.

For Deliverable Definitions Click Here

Our Advologix onboarding packages:

Quick Start
$1,395
10-15 Days
    • Discovery Session
    • Base Configuration
    • Status Sessions
    • Custom Video Channel
    • Security Sharing Rules
    • (1) Hour Flex-Task
    • (3) Post-Live 30min. Sessions
    • (10) Custom Fields
    • (2) Page Layouts
    • (2) Custom Profiles
    • (2) Custom Reports 
    • (3K) Records: Data Load
    • (0) Legacy Notes&Emails
    • (0) Record Types
    • (0) Custom Objects
    • (0) Workflows
    • (0) 3rd Party Applications
Data Start
$3,900
30-45 Days
        • Discovery Session
        • Base Configuration
        • Status Sessions
        • Custom Video Channel
        • Security Sharing Rules
        • (2) Hour Flex-Task
        • (4) Post-Live 30min. Sessions
        • (40) Custom Fields
        • (7) Page Layouts
        • (7) Custom Profiles
        • (4) Custom Reports 
        • (20K) Records: Data Load
        • (0) Legacy Notes&Emails
        • (5) Record Types
        • (1) Custom Objects
        • (3) Workflows
        • (1) 3rd Party Applications
Migration
$6,400
45-59 Days
          • Discovery Session
          • Base Configuration
          • Status Sessions
          • Custom Video Channel
          • Security Sharing Rules
          • (5) Hour Flex-Task
          • (5) Post-Live 30min. Sessions
          • (100) Custom Fields
          • (10) Page Layouts
          • (10) Custom Profiles
          • (10) Custom Reports 
          • (50K Records: Data Load
          • (20K) Legacy Notes&Emails
          • (10) Record Types
          • (5) Custom Objects
          • (10) Workflows
          • (4) 3rd Party Applications
Custom Migration
$TBD
TBD
            • Discovery Session
            • Base Configuration
            • Status Sessions
            • Custom Video Channel
            • Security Sharing Rules
            • Agile Task
            • Post Go-Live Sessions & Training
            • Custom Fields
            • Page Layouts
            • Custom Profiles
            • Custom Reports 
            • Records: Data Load
            • Legacy Notes&Emails
            • Record Types
            • Custom Objects
            • Workflows
            • 3rd Party Applications