A Perfect Onboarding Experience in Shasta County

When the Shasta County (CA) Counsel Office contacted LegalServer in 2024 to see if there were ways to resolve their case management challenges they had no idea that such monumental improvements were possible. What they did know is a lot of help was needed improving data collection, workflows and seeing metrics of what the office was working on.

The entire implementation process was managed by LegalServer project staff to deliver a system optimized for the way Shasta County desires managing legal cases.

Weekly meetings structured by LegalServer’s proven onboarding process led to an on time project completion within the established budget. There were no surprises or unforeseen work that required additional funding. “100% of the milestone dates were achieved from the start,” states Kelly Mykrantz, Shasta County project leader.

A big part of the project success came from having an experienced LegalServer project leader. “Our LegalServer Onboarding Specialist, Chris Schwartz, was fantastic and very responsive. Any questions we had were answered immediately and any problems were resolved very quickly,” says Kelly.

Site improvement suggestions from LegalServer helped provide new efficiencies with new ways to leverage data. Shasta County is now able to get all the needed reports that before were very difficult to generate.

“We were very pleased with the entire onboarding process. LegalServer is a fantastic tool that will save us time and allow us to be more effective in serving our clients.” Kelly Mykrantz Shasta County

To see how LegalServer can enhance legal services in your office, book a demo today.