CaseGuard Onboarding Services

CaseGuard Onboarding Services

A personalized onboarding experience designed to help you get the most out of CaseGuard. When you purchase a CaseGuard plan, our experts build a customized roadmap around your goals, so your team can start redacting faster and more efficiently.

CaseGuard Onboarding Services

What can you expect during Onboarding?

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Join our expert-led live training sessions

Doc Suite Training Course

Doc Suite Training Course

Learn to redact documents, images, and email files with confidence. This 2-part live training covers AI detection, reusable templates, bulk processing, and PST redaction.

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Media Suite Training Course

Media Suite Training Course

Learn to redact video and audio files from the ground up. This 2-part live training covers AI object detection, smart tracking, audio PII removal, and bulk processing at scale.

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Ultimate Suite Training Course

Ultimate Suite Training Course

Master every file type in CaseGuard Studio. This 4-part training series covers video, audio, documents, images, and email, from your first redaction to high-volume projects.

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Every onboarding plan is built around what your team needs to accomplish

Goal

Objective 1

Objective 2

Objective 3

Get your team set up & trained

Install & configure CaseGuard Studio across your workstations

Train staff through one-on-one and live trainings

Document a repeatable workflow your team can follow

Automate 95% of your redaction process

Set up AI detection for your most common file types

Build bulk workflows to process hundreds of files at scale.

Create reusable templates for recurring request types

Keep every release defensible

Configure standardized exemption reasons agency-wide

Build audit reports and redaction logs

Align redaction settings to your disclosure policies

Goal

Get your team set up & trained

Objective 1

Install & configure CaseGuard Studio across your workstations

Objective 2

Train staff through one-on-one and live trainings

Objective 3

Document a repeatable workflow your team can follow

Automate 95% of your redaction process

Objective 1

Set up AI detection for your most common file types

Objective 2

Build bulk workflows to process hundreds of files at scale.

Objective 3

Create reusable templates for recurring request types

Keep every release defensible

Objective 1

Configure standardized exemption reasons agency-wide

Objective 2

Build audit reports and redaction logs

Objective 3

Align redaction settings to your disclosure policies

More ways to get support

Help center

Browse step-by-step guides and troubleshooting articles to find answers and get the most out of CaseGuard Studio on your own schedule.

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Contact Us

Our support team is here to provide detailed answers, troubleshooting guidance, & best practices tailored to your use case.

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FAQs

Get quick answers to the most common questions about CaseGuard Studio, from installation and licensing to redaction features and training options.

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What Our Customers Say About Getting Started with CaseGuard

CaseGuard was a huge help in speeding up our process, especially once we learned the tools.

Public School District in New Mexico

CaseGuard’s training sessions help you come up to speed efficiently & effectively.

Support from the team is unmatched. Clear instructions, timely upgrades, responsive team & reasonable price.

Russell G. Bloom

SF Bay Area Rapid Transit District (BART)

CaseGuard has improved our efficiency and their account managers are responsive & genuinely invested in our success.

Brittany Kindell

Centralia School District

One call to CaseGuard eliminated our FOIA backlog. We were fully operational within 48 hours.

Village of Channahon