What to Expect During Your Trial

The READY Program was designed to eliminate the biggest barrier to modernization: change management. By handling configuration, onboarding, and training for you, we make it easier to see value without pulling your team off their day-to-day work.

It’s the fastest way to experience litigation intelligence in action and to see how connected data and collaboration can impact results.

Step 1: Discovery and Setup

We begin with a short kickoff to understand your current litigation workflow and identify where your team may be losing time and visibility. Then, our team collaborates with yours to configure CaseGlide using live data from up to 10 active cases, giving you an immediate view of how everything connects, from claim data to defense counsel updates, documents, and even legal invoices.

You'll get:

• Your own secure CaseGlide instance
• Preloaded cases (if available)
• Guided onboarding sessions for your team and defense counsel

Step 2: Hands-On Use

Once CaseGlide is configured, your team can work directly inside the software, which will handle communication and data-gathering to and from defense counsel. Every update, document, and negotiation is tracked in one place to minimize chasing updates or rekeying data.

You'll get:

• Collaboration workflows with defense counsel
• Case updates with real-time visibility
• Access to notes, offers, and negotiations in one view
• Ongoing customer support / success from our team

Step 3: Data and Insights

As your cases progress, CaseGlide automatically collects and organizes key data points about spend, cycle time, and performance. We’ll review these with you to identify where your biggest opportunities lie.

You'll get:

• Litigation dashboards built from your actual cases
• Insights on spend, performance, and efficiency
• A clear before-and-after comparison of how your process performs

Step 4: Decision and Path Forward

At the end of your trial, you’ll know exactly what CaseGlide can do for your organization. We’ll walk you through your results and outline what scaling the platform across your full litigation portfolio would look like.

What you get:

• A summary of results from your 10-case pilot
• A data-driven business case for full deployment
• Options for continued implementation with minimal disruption

Interested, But Not Quite Ready to Try CaseGlide?

That’s completely fine. Many insurers start by learning how CaseGlide fits into their existing claims and litigation workflow before jumping into a pilot. Here are a few ways CaseGlide can make an impact across your organization:

• For Claims Leaders: Gain visibility into spend, cycle times, and firm performance with live dashboards that turn unstructured litigation data into actionable intelligence.
• For Adjusters: Eliminate manual follow-up and endless email threads. CaseGlide centralizes updates, documents, and communication with defense counsel in one place.
• For Litigation Managers: Track every case, firm, and jurisdiction from a single view and make data-driven decisions that improve outcomes over time.
• For Executives: Replace anecdotal reporting with measurable results that show how your litigation strategy affects overall loss expenses and operational efficiency.