Envestnet
CARET Legal
Transfer contacts, companies, activities, and more from Envestnet to CARET Legal. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to CARET Legal 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
Integrated wealth management platform
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Integrated CRM with portfolio management and trading capabilities
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
"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.
Ideal for: Small to mid-sized law firms seeking comprehensive practice management with integrated CRM and intake management.
Integrated case and document management
Native CRM for lead management and referral tracking
Automated client intake forms and lead conversion
Real-time billing and accounting
Learn more at
caret.legal
See exactly which data objects transfer from Envestnet to CARET Legal
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to CARET Legal.
Explore other popular CRM migrations similar to Envestnet to CARET Legal
Need to go the other way? We support bidirectional migrations.
CARET Legal → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
