Applied Epic
Zola Suite
Transfer contacts, companies, deals, and more from Applied Epic to Zola Suite. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Zola Suite 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
End-to-End Legal Practice Management
Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.
Unified platform connecting front and back office operations
"End-to-End Legal Practice Management"
Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.
Ideal for: Solo practitioners and small to mid-sized law firms seeking an all-in-one practice management solution with built-in CRM, billing, and compliance features.
Unified platform connecting front and back office operations
Built-in CRM with lead tracking and intake form automation
Military-grade encryption and SOC 2 compliance
Integration with LawPay, QuickBooks, and Microsoft 365
Learn more at
zolasuite.com
See exactly which data objects transfer from Applied Epic to Zola Suite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Zola Suite.
Explore other popular CRM migrations similar to Applied Epic to Zola Suite
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
