2025 Boot Camp schedule
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Monday, October 6th
Tuesday, October 7th
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Wednesday, October 8th
Thursday, October 9th
Friday, October 10th
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About this year's sessions
Tuesday, October 7th
Commercial Loans – Today and in the Future
We plan to enhance support of commercial loans and properties in an upcoming release. Share your firm’s needs to ensure they are met.
Client Panel
This session will address best practices for error handling and new functionality, using the CaseMax user group to influence change, and much more.
Title Integrations & Title Exceptions
Learn about the upcoming title integration that will allow firms to receive data from the title company in addition to the title document and invoice. Speak with our team and a sponsoring title company.
Roadmap and Wish List
This interactive session will discuss the CaseMax road map and provide the opportunity to share pain points or ideas for new functionality. Don’t miss this fan favorite!
Q&A with Integration Partners
Learn about new integrations, how our integration partners support CaseMax, and ask the questions you have of our sponsors.
Use of AI with Case Management Systems
This session will focus on what AI is and how it can be used within a case management system to increase productivity. Concerns with use of AI will also be addressed.
We plan to enhance support of commercial loans and properties in an upcoming release. Share your firm’s needs to ensure they are met.
Client Panel
This session will address best practices for error handling and new functionality, using the CaseMax user group to influence change, and much more.
Title Integrations & Title Exceptions
Learn about the upcoming title integration that will allow firms to receive data from the title company in addition to the title document and invoice. Speak with our team and a sponsoring title company.
Roadmap and Wish List
This interactive session will discuss the CaseMax road map and provide the opportunity to share pain points or ideas for new functionality. Don’t miss this fan favorite!
Q&A with Integration Partners
Learn about new integrations, how our integration partners support CaseMax, and ask the questions you have of our sponsors.
Use of AI with Case Management Systems
This session will focus on what AI is and how it can be used within a case management system to increase productivity. Concerns with use of AI will also be addressed.
Wednesday, October 8th
New Accounting Integrations
Make sure your firm is taking advantage of the latest accounting integrations to prevent double entry.
What’s New in Documents?
Learn some best practices for incorporating new functionality into document templates.
Why Use Document Tracking
CaseMax will be improving the functionality to Document Tracking. Share your current pain points and creative ideas.
Make sure your firm is taking advantage of the latest accounting integrations to prevent double entry.
What’s New in Documents?
Learn some best practices for incorporating new functionality into document templates.
Why Use Document Tracking
CaseMax will be improving the functionality to Document Tracking. Share your current pain points and creative ideas.
