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Questions, answered · Relocation agencies

How hard is it to move an agency's cases into new software?

Reviewed by the Settio team · Updated

It depends on the vendor's help. Settio's onboarding covers it: we move your existing cases and permit holders in; we set up your playbook and your price list with you; we train your team. New cases can start the same day.

In detail

  • Existing cases and permit holders moved in.
  • Playbook and price list set up.
  • Team training.
  • New cases start immediately.

How Settio helps

During onboarding Settio moves your cases in and trains your team.

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Settio's dashboard (settio.io): every case, deadline and client in one place.
Settio's dashboard (settio.io): every case, deadline and client in one place.

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Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. Facts checked 24 October 2026. About this information

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