NextAgency
MyCase
Transfer contacts, companies, deals, and more from NextAgency to MyCase. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to MyCase 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 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
The #1 legal practice and case management software
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Built-in CRM with lead capture and pipeline management
"The #1 legal practice and case management software"
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Ideal for: Small to midsize law firms seeking an integrated practice management solution with built-in CRM, client portal, and billing features.
Built-in CRM with lead capture and pipeline management
Client portal for secure communication and document sharing
Integrated billing, invoicing, and trust accounting
Connects with 50+ legal and business applications via Zapier
Learn more at
mycase.com
See exactly which data objects transfer from NextAgency to MyCase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to MyCase.
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