NextAgency
Clio
Transfer contacts, companies, activities, and more from NextAgency to Clio. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Clio 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
Prefer email? talk@ambrstack.com
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 for life and health insurance
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
#1 rated agency management software for life and health agencies on G2
Transforming the legal experience for all
Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.
Purpose-built for legal industry workflows and compliance
"Transforming the legal experience for all"
Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.
Ideal for: Law firms seeking an all-in-one legal practice management platform with integrated CRM, billing, document management, and client portal capabilities.
Purpose-built for legal industry workflows and compliance
Integrated time tracking and trust accounting
AI-powered Clio Duo for document analysis and case summaries
250+ integrations including payment processing
Learn more at
clio.com
See exactly which data objects transfer from NextAgency to Clio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Clio.
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