Source
PatientPop

PatientPop

Destination
CosmoLex

CosmoLex

CRM MigrationStarting at $500

Migrate from PatientPop to CosmoLex

Effortlessly & Accurately

Transfer contacts, activities, and more from PatientPop to CosmoLex. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your PatientPop to CosmoLex migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

PatientPop vs CosmoLex

A quick look at both platforms to help you understand your migration path

Migrating from
PatientPop

PatientPop

Practice growth platform for healthcare providers

PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.

Founded 2014
Santa Monica, California, United States
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesDental+2 more
Top Strength

Comprehensive practice growth platform

Migrating to
CosmoLex

CosmoLex

Cloud legal practice management software

CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.

Founded 2006
Monmouth Junction, New Jersey
Best for
Small BusinessMid-Market
Industries
Legal ServicesLaw FirmsSolo Practitioners+1 more
Top Strength

All-in-one legal accounting and practice management

Your New CRM

Why CosmoLex is a great choice

CosmoLex

CosmoLex

"Cloud legal practice management software"

CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.

Ideal for: Law firms and legal professionals seeking integrated cloud-based practice management with built-in accounting and matter management.

All-in-one legal accounting and practice management

Integrated trust and business accounting

Industries
Legal ServicesLaw FirmsSolo Practitioners+1
Best For
Small BusinessMid-Market

Built-in legal CRM and lead management

Time tracking and billing automation

Learn more at

cosmolex.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from PatientPop to CosmoLex

PatientPop
CosmoLex
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

PatientPop to CosmoLex Migration FAQ

Common questions about migrating from PatientPop to CosmoLex.

Related Migration Paths

Explore other popular CRM migrations similar to PatientPop to CosmoLex

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Prefer email? talk@ambrstack.com