CRM Maintenance Package

Membership Packages for Enhanced Legal Efficiency

Select the package that aligns with your vision and experience unparalleled support, training, and resources to elevate your legal journey.

1. The Precision Plan

  • 1-month commitment with a 30-day grace period
  • Eight (8) document template revisions with custom fields monthly
  • Bi-annual CRM audit for meticulous refinement
  • Quarterly 1-hour training session via Zoom for you or your team

2. The Advancement Plan

  • All features of the Precision Plan
  • The 60-day notice period for a seamless transition
  • Qualification: Prior S&A’s CRM Design Services engagement
  • Unlimited custom field and document template revisions
  • Quarterly CRM performance assessment with optimization as needed
  • Three 1-hour training sessions via Zoom with Casita each quarter (OR
  • One 3-hour in-person training session (location-dependent) per quarter)
  • Two 1-hour consultation calls per quarter for audit enhancements

3. The Excellence Plan

  • All features of the Advancement Plan
  • Five-hour allocation for paralegal services

4. Custom CRM Maintenance Package

1 hr consult to discuss maintenance package included

Matter-Specific Training Services

We know how busy and time-consuming it can be to train your legal team. Whether in person at your office or virtually, we have you covered!

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What We Offer

Comprehensive. Innovative. Luxurious.

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