Source
Filevine

Filevine

Destination
Yesware

Yesware

CRM MigrationStarting at $500

Migrate from Filevine to Yesware

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Filevine to Yesware. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Filevine to Yesware migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Filevine vs Yesware

A quick look at both platforms to help you understand your migration path

Migrating from
Filevine

Filevine

AI-Powered Legal Workflow Software

Filevine is a legal practice management and case management platform designed for law firms to organize cases, manage documents, track time and billing, and collaborate with team members and clients. It provides an all-in-one solution for legal workflow automation and case organization.

Founded 2014
Salt Lake City, Utah
Best for
Small BusinessMid-MarketEnterprise
Industries
Legal ServicesLaw FirmsPractice Management+2 more
Top Strength

Comprehensive case management with AI assistance

Migrating to
Yesware

Yesware

Sales Engagement Made Easy

Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.

Founded 2010
Boston, Massachusetts
Best for
Small BusinessMid-Market
Industries
SalesTechnologySaaS+1 more
Top Strength

Works directly inside Gmail and Outlook without switching tabs

Your New CRM

Why Yesware is a great choice

Yesware

Yesware

"Sales Engagement Made Easy"

Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.

Ideal for: Sales teams and SDRs seeking an easy-to-use email engagement tool that lives inside their inbox with real-time tracking and CRM synchronization.

Works directly inside Gmail and Outlook without switching tabs

Real-time email and attachment tracking with notifications

Industries
SalesTechnologySaaS+1
Best For
Small BusinessMid-Market

Multi-channel campaign automation with email, calls, and LinkedIn touches

Automatic Salesforce activity sync without manual data entry

Learn more at

yesware.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Filevine to Yesware

Filevine
Yesware
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Filevine to Yesware Migration FAQ

Common questions about migrating from Filevine to Yesware.

Related Migration Paths

Explore other popular CRM migrations similar to Filevine to Yesware

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Prefer email? talk@ambrstack.com