Orion
Smokeball
Transfer contacts, companies, deals, and more from Orion to Smokeball. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Smokeball 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
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
Best Legal Practice Management Software
Smokeball is an AI-powered legal practice management software platform featuring automatic time tracking, document automation with 20,000+ legal forms, and billing capabilities for law firms.
Automatic time capture tracking all work in software and Microsoft apps
"Best Legal Practice Management Software"
Smokeball is an AI-powered legal practice management software platform featuring automatic time tracking, document automation with 20,000+ legal forms, and billing capabilities for law firms.
Ideal for: Small to mid-sized law firms seeking automatic time capture, robust document automation, and tight integration with Microsoft Word and Outlook.
Automatic time capture tracking all work in software and Microsoft apps
Library of 20,000+ automated legal forms with custom form capability
Hybrid desktop and cloud-based system
Deep Microsoft Word and Outlook integration
Learn more at
smokeball.com
See exactly which data objects transfer from Orion to Smokeball
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Smokeball.
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Prefer email? talk@ambrstack.com
