CaseFleet
Shape
Transfer contacts, companies, activities, and more from CaseFleet to Shape. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CaseFleet to Shape 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
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.
AI-powered document intelligence with automatic summarization
The all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance
"The all-in-one business management solution"
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Ideal for: Sales teams in regulated industries needing an all-in-one CRM with built-in communication tools, compliance features, and AI-powered lead scoring.
Built-in click-to-dial and SMS with 10DLC compliance
AI-powered call analysis, scoring, and summarization
SOC 2, HIPAA, and PIPEDA compliance certifications
CRO-optimized landing pages and lead funnels
Learn more at
setshape.com
See exactly which data objects transfer from CaseFleet to Shape
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CaseFleet to Shape.
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Prefer email? talk@ambrstack.com
