Envestnet
Lawmatics
Transfer contacts, companies, activities, and more from Envestnet to Lawmatics. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Lawmatics 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
Legal growth platform for client intake and marketing
Lawmatics is a legal-specific growth platform combining client intake, CRM, marketing automation, document automation, and performance analytics. Founded by a former attorney, it helps law firms of all sizes automate workflows, nurture leads, and deliver seamless client experiences.
Built specifically for law firms by a former attorney
"Legal growth platform for client intake and marketing"
Lawmatics is a legal-specific growth platform combining client intake, CRM, marketing automation, document automation, and performance analytics. Founded by a former attorney, it helps law firms of all sizes automate workflows, nurture leads, and deliver seamless client experiences.
Ideal for: Law firms seeking an all-in-one platform for client intake, CRM, marketing automation, and document generation with legal-specific features.
Built specifically for law firms by a former attorney
Behavior-triggered marketing automation
Drag-and-drop form and document automation
LM[AI] generative AI for email drafting
Learn more at
lawmatics.com
See exactly which data objects transfer from Envestnet to Lawmatics
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Lawmatics.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
