Ortto
SmartAdvocate
Transfer contacts, companies, activities, and more from Ortto to SmartAdvocate. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Ortto to SmartAdvocate 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
Customer data, marketing automation, and analytics together
Ortto (formerly Autopilot) is a unified marketing automation platform combining customer data platform (CDP), visual journey builder, and analytics in one solution. It enables marketers to create hyper-personalized, omnichannel campaigns with automated workflows for email, SMS, and in-app messaging.
Unified CDP, marketing automation, and analytics platform
Powerful Legal Case Management Software
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
"Powerful Legal Case Management Software"
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
AI tools for summarizing cases, medical records, and depositions
175+ integrations with legal and business tools
WorkPlans and Automated Procedures for task automation
Learn more at
smartadvocate.com
See exactly which data objects transfer from Ortto to SmartAdvocate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Ortto to SmartAdvocate.
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Need to go the other way? We support bidirectional migrations.
SmartAdvocate → OrttoJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
