How to Roll Forward CaseWare: A Comprehensive Guide

Are you looking for a comprehensive guide on how to roll forward CaseWare?

Look no further!

In this article, we will walk you through the step-by-step process of rolling forward CaseWare, including tips and tricks to ensure a successful transition. We will also cover some common mistakes to avoid and


to help answer any questions that may arise.

CaseWare is a powerful software tool used by legal professionals for case management and document management. Rolling forward CaseWare involves updating the software to the latest version, which can be a complex process. However, with the right guidance, it doesn’t have to be!

Step 1: Back Up Your Data

Before you begin rolling forward CaseWare, it is essential to back up all of your data. This will ensure that your data remains safe and secure during the transition process. You can use a backup tool provided by CaseWare or any other backup software of your choice.

Step 2: Install the Latest Version of CaseWare

Once you have backed up your data, it is time to install the latest version of CaseWare. The installation process may vary depending on the version you are updating to. However, the general steps involve downloading the software from the CaseWare website, following the installation instructions, and verifying that the software has been installed correctly.

Step 3: Migrate Your Data

After installing the latest version of CaseWare, it is time to migrate your data. This involves transferring all of your data from the old version of CaseWare to the new one. The migration process can be a bit tricky, but with the right guidance, it can be done quickly and efficiently.

Step 4: Test Your System

Once you have migrated your data, it is essential to test your system thoroughly. This will help you identify any issues that may arise during the transition process and ensure that everything is working correctly. You can use a variety of testing tools provided by CaseWare or other software testing tools to test your system.

Common Mistakes to Avoid

When rolling forward CaseWare, there are several common mistakes to avoid.

These include:

  • Not backing up your data before beginning the transition process. This can lead to data loss and corruption.
  • Skipping the migration process. This can result in data being lost or corrupted during the transition.
  • Failing to test your system after the transition is complete. This can lead to issues that may not be apparent until they cause problems in the future.


Here are some frequently asked questions about rolling forward CaseWare:

Q: What happens if I don’t back up my data before rolling forward CaseWare?

A: If you don’t back up your data, you risk losing it during the transition process.

Q: How long does the migration process take?

A: The length of time the migration process takes depends on the size of your data and the complexity of your system. It can take anywhere from a few hours to several days.

Q: Can I roll forward CaseWare while my office is open?

A: Yes, you can roll forward CaseWare while your office is open, but it may be more efficient to do it during off-hours when there are fewer people using the system.


Rolling forward CaseWare can seem like a daunting task, but with the right guidance, it can be done quickly and efficiently. By following these steps and avoiding common mistakes, you can ensure a successful transition to the latest version of CaseWare. If you have any further questions or concerns, don’t hesitate to reach out to CaseWare support for assistance.