Addepar
Amicus Attorney
Transfer contacts, and more from Addepar to Amicus Attorney. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Amicus Attorney migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Wealth management data aggregation platform
Addepar is a cloud-based wealth management platform serving RIAs, family offices, and private banks. It aggregates portfolio data from multiple sources, provides comprehensive analytics and reporting, and enables advisors to make data-driven investment decisions for clients managing trillions in assets.
Industry-leading portfolio data aggregation
Legal practice management made simple
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Integrated case and matter management
"Legal practice management made simple"
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Ideal for: Solo practitioners and small to mid-size law firms seeking comprehensive practice management with strong case and document management.
Integrated case and matter management
Automatic calendar and deadline tracking
Built-in time tracking and billing
Template-based document automation
Learn more at
amicusattorney.com
See exactly which data objects transfer from Addepar to Amicus Attorney
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Amicus Attorney.
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Need to go the other way? We support bidirectional migrations.
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