
Applied Epic

Rocket Matter
Transfer contacts, companies, deals, and more from Applied Epic to Rocket Matter. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Rocket Matter 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
Prefer email? talk@ambrstack.com
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

Legal Practice Management for Modern Firms
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Industry-leading time and billing with passive time tracking

"Legal Practice Management for Modern Firms"
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Ideal for: Law firms seeking a comprehensive cloud-based practice management solution with strong time tracking, billing, and client relationship management capabilities.
Industry-leading time and billing with passive time tracking
Integrated payment processing with automated payment plans
Legal CRM for client intake and business development
ChatGPT integration for AI-powered assistance
Learn more at
rocketmatter.com
See exactly which data objects transfer from Applied Epic to Rocket Matter


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Rocket Matter.
Explore other popular CRM migrations similar to Applied Epic to Rocket Matter
Need to go the other way? We support bidirectional migrations.
Rocket Matter → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com