Redtail CRM
Filevine
Transfer contacts, companies, activities, and more from Redtail CRM to Filevine. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Filevine 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
Built for Advisors. Trusted by Teams.
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Purpose-built for financial advisory industry
AI-Powered Legal Workflow Software
Filevine is a legal practice management and case management platform designed for law firms to organize cases, manage documents, track time and billing, and collaborate with team members and clients. It provides an all-in-one solution for legal workflow automation and case organization.
Comprehensive case management with AI assistance
"AI-Powered Legal Workflow Software"
Filevine is a legal practice management and case management platform designed for law firms to organize cases, manage documents, track time and billing, and collaborate with team members and clients. It provides an all-in-one solution for legal workflow automation and case organization.
Ideal for: Law firms of all sizes seeking comprehensive case management, document organization, and billing automation for legal workflows.
Comprehensive case management with AI assistance
Unlimited document storage with OCR search
Integrated time tracking and billing
Client portal for secure communication
Learn more at
filevine.com
See exactly which data objects transfer from Redtail CRM to Filevine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Filevine.
Explore other popular CRM migrations similar to Redtail CRM to Filevine
Need to go the other way? We support bidirectional migrations.
Filevine → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
