ProTracker
Amicus Attorney
Transfer contacts, activities, and more from ProTracker to Amicus Attorney. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Amicus Attorney 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
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
Legal practice management made simple
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Integrated case and matter management
"Legal practice management made simple"
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Ideal for: Solo practitioners and small to mid-size law firms seeking comprehensive practice management with strong case and document management.
Integrated case and matter management
Automatic calendar and deadline tracking
Built-in time tracking and billing
Template-based document automation
Learn more at
amicusattorney.com
See exactly which data objects transfer from ProTracker to Amicus Attorney
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Amicus Attorney.
Explore other popular CRM migrations similar to ProTracker to Amicus Attorney
Need to go the other way? We support bidirectional migrations.
Amicus Attorney → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
