SmartOffice
NetDocuments
Transfer activities, and more from SmartOffice to NetDocuments. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to NetDocuments 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
Enterprise document and email management in the cloud
NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.
Used by many Am Law 100 firms
"Enterprise document and email management in the cloud"
NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.
Ideal for: Law firms and legal departments seeking secure, cloud-native document management with AI-powered search and Microsoft 365 integration.
Used by many Am Law 100 firms
AI-powered search and legal AI assistant
Matter-centric workspaces with version control
ndConnect interoperability program with Harvey, Thomson Reuters
Learn more at
netdocuments.com
See exactly which data objects transfer from SmartOffice to NetDocuments
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to NetDocuments.
Explore other popular CRM migrations similar to SmartOffice to NetDocuments
Need to go the other way? We support bidirectional migrations.
NetDocuments → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
