Source
SmartAdvocate

SmartAdvocate

Destination
Attio

Attio

CRM MigrationStarting at $500

Migrate from SmartAdvocate to Attio

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from SmartAdvocate to Attio. 10 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 SmartAdvocate to Attio 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

SmartAdvocate vs Attio

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

Migrating from
SmartAdvocate

SmartAdvocate

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.

New York, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
LegalPersonal InjuryMass Torts+3 more
Top Strength

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

Migrating to
Attio

Attio

The next gen of CRM

Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.

Founded 2019
London, United Kingdom
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologySaaSSales+2 more
Top Strength

AI-native architecture with intelligent attributes

Your New CRM

Why Attio is a great choice

Attio

Attio

"The next gen of CRM"

Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.

Ideal for: Modern B2B companies and sales teams seeking an AI-native CRM with flexible data modeling and advanced automation.

AI-native architecture with intelligent attributes

Flexible relational data model

Industries
TechnologySaaSSales+2
Best For
Small BusinessMid-MarketEnterprise

Real-time collaboration like Google Docs

Email and calendar integration

Learn more at

attio.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from SmartAdvocate to Attio

SmartAdvocate
Attio
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

SmartAdvocate to Attio Migration FAQ

Common questions about migrating from SmartAdvocate to Attio.

Related Migration Paths

Explore other popular CRM migrations similar to SmartAdvocate to Attio

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Prefer email? talk@ambrstack.com