AdvisorEngine
ProLaw
Transfer contacts, companies, activities, and more from AdvisorEngine to ProLaw. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to ProLaw 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
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
The one business management solution that connects your entire organization
ProLaw is a comprehensive law practice management software suite by Thomson Reuters Elite that combines case and matter management, time entry, billing, accounting, and document management. It helps law firms, government agencies, and corporate legal departments streamline operations and deliver premier client service.
All-in-one solution for practice management, DMS, and accounting
"The one business management solution that connects your entire organization"
ProLaw is a comprehensive law practice management software suite by Thomson Reuters Elite that combines case and matter management, time entry, billing, accounting, and document management. It helps law firms, government agencies, and corporate legal departments streamline operations and deliver premier client service.
Ideal for: Small to mid-sized law firms and corporate legal departments seeking an integrated solution for practice management, document management, and accounting.
All-in-one solution for practice management, DMS, and accounting
Deep Microsoft Office and Outlook integration
Westlaw and WestlawNext research integration
Built-in document management with version control
Learn more at
elite.com
See exactly which data objects transfer from AdvisorEngine to ProLaw
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to ProLaw.
Explore other popular CRM migrations similar to AdvisorEngine to ProLaw
Need to go the other way? We support bidirectional migrations.
ProLaw → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
