Source
SmartAdvocate

SmartAdvocate

Destination
Bloom

Bloom

CRM MigrationStarting at $500

Migrate from SmartAdvocate to Bloom

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from SmartAdvocate to Bloom. 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 SmartAdvocate to Bloom 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 Bloom

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
Bloom

Bloom

All-in-one business workspace for service professionals

Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.

Founded 2010
Vancouver, Washington, USA
Best for
Small Business
Industries
FreelanceCreative ServicesConsulting+2 more
Top Strength

All-in-one solution eliminating multiple subscriptions

Your New CRM

Why Bloom is a great choice

Bloom

Bloom

"All-in-one business workspace for service professionals"

Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.

Ideal for: Freelancers and service-based small businesses needing integrated client management, invoicing, and project tracking.

All-in-one solution eliminating multiple subscriptions

User-friendly interface for non-technical users

Industries
FreelanceCreative ServicesConsulting+2
Best For
Small Business

Automated invoicing and payment processing

Client portal and self-service booking

Learn more at

bloom.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from SmartAdvocate to Bloom

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

SmartAdvocate to Bloom Migration FAQ

Common questions about migrating from SmartAdvocate to Bloom.

Related Migration Paths

Explore other popular CRM migrations similar to SmartAdvocate to Bloom

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Prefer email? talk@ambrstack.com