CARET Legal
SmartAdvocate
Transfer contacts, companies, deals, and more from CARET Legal to SmartAdvocate. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CARET Legal to SmartAdvocate 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
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.
Integrated case and document management
Powerful Legal Case Management Software
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
"Powerful Legal Case Management Software"
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
AI tools for summarizing cases, medical records, and depositions
175+ integrations with legal and business tools
WorkPlans and Automated Procedures for task automation
Learn more at
smartadvocate.com
See exactly which data objects transfer from CARET Legal to SmartAdvocate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CARET Legal to SmartAdvocate.
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Need to go the other way? We support bidirectional migrations.
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