Applied Epic
MyCase
Transfer contacts, companies, deals, and more from Applied Epic to MyCase. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to MyCase 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
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
The #1 legal practice and case management software
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Built-in CRM with lead capture and pipeline management
"The #1 legal practice and case management software"
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Ideal for: Small to midsize law firms seeking an integrated practice management solution with built-in CRM, client portal, and billing features.
Built-in CRM with lead capture and pipeline management
Client portal for secure communication and document sharing
Integrated billing, invoicing, and trust accounting
Connects with 50+ legal and business applications via Zapier
Learn more at
mycase.com
See exactly which data objects transfer from Applied Epic to MyCase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to MyCase.
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Need to go the other way? We support bidirectional migrations.
MyCase → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
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