SmartOffice
PracticePanther
Transfer contacts, companies, deals, and more from SmartOffice to PracticePanther. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to PracticePanther 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
Prefer email? talk@ambrstack.com
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
The easiest and most intuitive law practice management software
PracticePanther is a leading legal practice management platform that combines time tracking, case management, billing, invoicing, document management, and CRM capabilities. It helps legal professionals enhance productivity, manage client relationships, and streamline firm operations from virtually anywhere.
Intuitive interface requiring minimal training
"The easiest and most intuitive law practice management software"
PracticePanther is a leading legal practice management platform that combines time tracking, case management, billing, invoicing, document management, and CRM capabilities. It helps legal professionals enhance productivity, manage client relationships, and streamline firm operations from virtually anywhere.
Ideal for: Solo practitioners and small to mid-sized law firms seeking an intuitive, mobile-friendly practice management solution with integrated billing and client management.
Intuitive interface requiring minimal training
Comprehensive time tracking and billing features
Document management and e-signature capabilities
Gmail and Outlook integration for email management
Learn more at
practicepanther.com
See exactly which data objects transfer from SmartOffice to PracticePanther
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to PracticePanther.
Explore other popular CRM migrations similar to SmartOffice to PracticePanther
Need to go the other way? We support bidirectional migrations.
PracticePanther → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
