HawkSoft
CARET Legal
Transfer contacts, companies, deals, and more from HawkSoft to CARET Legal. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your HawkSoft 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
Agency management system for independent insurance agents
HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.
No long-term contracts or data extraction fees
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 HawkSoft to CARET Legal
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from HawkSoft to CARET Legal.
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Need to go the other way? We support bidirectional migrations.
CARET Legal → HawkSoftJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
