Source
Autopilot

Autopilot

Destination
CaseFleet

CaseFleet

CRM MigrationStarting at $500

Migrate from Autopilot to CaseFleet

Effortlessly & Accurately

Transfer contacts, activities, and more from Autopilot to CaseFleet. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Autopilot to CaseFleet migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Autopilot vs CaseFleet

A quick look at both platforms to help you understand your migration path

Migrating from
Autopilot

Autopilot

The future of marketing automation

Autopilot (now Ortto) is a visual marketing automation platform enabling companies to create automated customer journeys across multiple channels including email, SMS, in-app messaging, and online communications with integrated customer data analytics.

Founded 2015
Sydney, Australia
Best for
Small BusinessMid-MarketEnterprise
Industries
SaaSE-commerceB2B+2 more
Top Strength

Visual journey builder interface

Migrating to
CaseFleet

CaseFleet

AI-powered case management software

Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.

Founded 2015
Atlanta, Georgia, USA
Best for
Small BusinessMid-Market
Industries
legal serviceslitigationlaw firms
Top Strength

AI-powered document intelligence with automatic summarization

Your New CRM

Why CaseFleet is a great choice

CaseFleet

CaseFleet

"AI-powered case management software"

Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.

Ideal for: Litigation firms and attorneys seeking AI-powered document review and intelligent case organization tools.

AI-powered document intelligence with automatic summarization

Visual timeline and fact mapping for complex cases

Industries
legal serviceslitigationlaw firms
Best For
Small BusinessMid-Market

Advanced search capabilities with semantic search

Deposition transcript review and markup tools

Learn more at

casefleet.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Autopilot to CaseFleet

Autopilot
CaseFleet
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Not Available
Activities
Supported

Communication

Emails
Not Available
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Autopilot to CaseFleet Migration FAQ

Common questions about migrating from Autopilot to CaseFleet.

Related Migration Paths

Explore other popular CRM migrations similar to Autopilot to CaseFleet

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