SmartOffice
Litify
Transfer contacts, companies, deals, and more from SmartOffice to Litify. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Litify 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
Legal operating platform built on Salesforce
Litify is an industry-specific CRM solution made for the legal industry and built entirely on the Salesforce platform. It empowers law firms and corporate legal departments with matter management, intake automation, document generation, timekeeping, billing, and real-time analytics enhanced with AI capabilities.
Built on Salesforce platform with enterprise security
"Legal operating platform built on Salesforce"
Litify is an industry-specific CRM solution made for the legal industry and built entirely on the Salesforce platform. It empowers law firms and corporate legal departments with matter management, intake automation, document generation, timekeeping, billing, and real-time analytics enhanced with AI capabilities.
Ideal for: Law firms and corporate legal departments seeking an all-in-one legal practice management platform with Salesforce foundation and AI-powered workflows.
Built on Salesforce platform with enterprise security
Matter and intake management automation
Document generation and timekeeping
Role-specific workflow automation
Learn more at
litify.com
See exactly which data objects transfer from SmartOffice to Litify
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Litify.
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