Source
Rocket Matter

Rocket Matter

Destination
ReferralMD

ReferralMD

CRM MigrationStarting at $500

Migrate from Rocket Matter to ReferralMD

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Rocket Matter to ReferralMD. 9 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 Rocket Matter to ReferralMD 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

Rocket Matter vs ReferralMD

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

Migrating from
Rocket Matter

Rocket Matter

Legal Practice Management for Modern Firms

Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.

Founded 2007
Boca Raton, Florida
Best for
Small BusinessMid-Market
Industries
LegalLaw FirmsLegal Services
Top Strength

Industry-leading time and billing with passive time tracking

Migrating to
ReferralMD

ReferralMD

Connect Every Referral, Every Provider, Every Patient

ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.

Founded 2011
Mount Pleasant, South Carolina
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsHealth Systems+1 more
Top Strength

AI-powered referral management and analytics

Your New CRM

Why ReferralMD is a great choice

ReferralMD

ReferralMD

"Connect Every Referral, Every Provider, Every Patient"

ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.

Ideal for: Healthcare organizations seeking end-to-end visibility into referral activity, care coordination, and patient engagement with EHR integration capabilities.

AI-powered referral management and analytics

Bidirectional EHR integrations (Epic, Cerner, Meditech)

Industries
HealthcareHospitalsHealth Systems+1
Best For
Mid-MarketEnterprise

eConsult and appointment scheduling automation

HIPAA-compliant with SOC2 and PCI certifications

Learn more at

getreferralmd.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Rocket Matter to ReferralMD

Rocket Matter
ReferralMD
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
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
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

Rocket Matter to ReferralMD Migration FAQ

Common questions about migrating from Rocket Matter to ReferralMD.

Related Migration Paths

Explore other popular CRM migrations similar to Rocket Matter to ReferralMD

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