Source
CARET Legal

CARET Legal

Destination
Loxo

Loxo

CRM MigrationStarting at $500

Migrate from CARET Legal to Loxo

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from CARET Legal to Loxo. 11 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 CARET Legal to Loxo 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

CARET Legal vs Loxo

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

Migrating from
CARET Legal

CARET Legal

Cloud-based practice management platform

Legal practice management software combining case management, billing, accounting, timekeeping, document management, workflows, CRM and intake in an all-in-one platform. Awarded Cloud-based Practice Management Platform of the Year 2025.

Founded 2015
Del Mar, California, USA
Best for
Small BusinessMid-Market
Industries
legal serviceslaw firmspractice management
Top Strength

Integrated case and document management

Migrating to
Loxo

Loxo

AI-powered talent intelligence platform

Loxo is an AI-powered talent intelligence platform that combines ATS, recruiting CRM, and sourcing capabilities in one unified system. It features a database of over 1.2 billion people, multi-channel outreach automation, and AI agents to reduce administrative burdens for recruiters.

Founded 2012
Denver, Colorado, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
StaffingRecruitingExecutive Search+2 more
Top Strength

1.2 billion+ people database for sourcing

Your New CRM

Why Loxo is a great choice

Loxo

Loxo

"AI-powered talent intelligence platform"

Loxo is an AI-powered talent intelligence platform that combines ATS, recruiting CRM, and sourcing capabilities in one unified system. It features a database of over 1.2 billion people, multi-channel outreach automation, and AI agents to reduce administrative burdens for recruiters.

Ideal for: Recruiting agencies and talent acquisition teams seeking an all-in-one platform with AI-powered sourcing, outreach automation, and candidate management.

1.2 billion+ people database for sourcing

AI-driven candidate data auto-updating

Industries
StaffingRecruitingExecutive Search+2
Best For
Small BusinessMid-MarketEnterprise

Multi-channel outreach with AI campaign building

800 million verified emails and phone numbers

Learn more at

loxo.co

Data Compatibility

What gets migrated

See exactly which data objects transfer from CARET Legal to Loxo

CARET Legal
Loxo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

CARET Legal to Loxo Migration FAQ

Common questions about migrating from CARET Legal to Loxo.

Related Migration Paths

Explore other popular CRM migrations similar to CARET Legal to Loxo

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