Initial Set Up
User has no Access Evo account and has not been migrated to CaseMatters.
When a user logs in, checks are made to see if that User is linked to Access Evo and whether they have migrated to CaseMatters. If not then will be given the option to do so.
If you select No then you will be able to log into Proclaim as normal. If you select Yes, then you will be able to create an Access Evo account and migrate to CaseMatters. The user will be directed to a URL in a Web browser to register and confirm identity.
If successful, the user will be registered with the Access Evo products. The User can still log into Proclaim as normal but won’t be asked to register/migrate to Access Evo / CaseMatters again.
Migration Mode
User has an Access Evo account but has not migrated to CaseMatters.
When a user logs in, it’s checked to see if that User is linked to Access Evo and whether they have migrated to CaseMatters. If they have an Access Evo account but not migrated to CaseMatters, then they will be given the option to do so.
If you select No then you will be able to log into Proclaim as normal. If you select Yes then you will be able to migrate to CaseMatters. The user will be directed to a URL in a Web browser to migrate to CaseMatters.
If successful, the user will be registered with CaseMatters. The User can still log into Proclaim as normal but won’t be asked to register/migrate to Access Evo /CaseMatters again.
Browser URL
An example of the URL in the browser:
For additional help getting users set up with CaseMatters Evo, please speak to your Customer Success team.