CosmoLex
AgencyZoom
Transfer contacts, activities, and more from CosmoLex to AgencyZoom. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CosmoLex to AgencyZoom 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 legal practice management software
CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.
All-in-one legal accounting and practice management
Sales automation for insurance agents
AgencyZoom is a sales automation platform designed for property and casualty insurance agents. It features lead management, automated workflows, custom sales pipelines, real-time analytics, and mobile access to help agents increase sales, boost retention, and analyze agency performance.
Purpose-built for insurance agents with industry-specific workflows
"Sales automation for insurance agents"
AgencyZoom is a sales automation platform designed for property and casualty insurance agents. It features lead management, automated workflows, custom sales pipelines, real-time analytics, and mobile access to help agents increase sales, boost retention, and analyze agency performance.
Ideal for: Insurance agents seeking smart sales automation to manage leads and track performance metrics
Purpose-built for insurance agents with industry-specific workflows
Real-time performance tracking and custom dashboards
Automated lead assignment and follow-up reminders
Integration with major AMS platforms
Learn more at
agencyzoom.com
See exactly which data objects transfer from CosmoLex to AgencyZoom
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CosmoLex to AgencyZoom.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
