SmartOffice
CosmoLex
Transfer contacts, companies, activities, and more from SmartOffice to CosmoLex. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CosmoLex 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 for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
Cloud legal practice management software
CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.
All-in-one legal accounting and practice management
"Cloud legal practice management software"
CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.
Ideal for: Law firms and legal professionals seeking integrated cloud-based practice management with built-in accounting and matter management.
All-in-one legal accounting and practice management
Integrated trust and business accounting
Built-in legal CRM and lead management
Time tracking and billing automation
Learn more at
cosmolex.com
See exactly which data objects transfer from SmartOffice to CosmoLex
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CosmoLex.
Explore other popular CRM migrations similar to SmartOffice to CosmoLex
Need to go the other way? We support bidirectional migrations.
CosmoLex → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
