SmartOffice
Lawcus
Transfer contacts, companies, deals, and more from SmartOffice to Lawcus. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Lawcus 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
Visual legal practice management software
Lawcus is a cloud-based legal practice management platform combining case management, CRM, client intake, billing, and document automation. It features Kanban boards, workflow automation, and Nova AI to help law firms streamline operations and increase productivity.
Kanban board visualization for case management
"Visual legal practice management software"
Lawcus is a cloud-based legal practice management platform combining case management, CRM, client intake, billing, and document automation. It features Kanban boards, workflow automation, and Nova AI to help law firms streamline operations and increase productivity.
Ideal for: Small law firms seeking a visual, workflow-focused practice management solution with integrated billing and client intake.
Kanban board visualization for case management
Bank-grade 256-bit AES encryption security
Nova AI for intelligent assistance
Workflow and marketing automation
Learn more at
lawcus.com
See exactly which data objects transfer from SmartOffice to Lawcus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Lawcus.
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