SmartOffice
ProLaw
Transfer contacts, companies, deals, and more from SmartOffice to ProLaw. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to ProLaw 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
The one business management solution that connects your entire organization
ProLaw is a comprehensive law practice management software suite by Thomson Reuters Elite that combines case and matter management, time entry, billing, accounting, and document management. It helps law firms, government agencies, and corporate legal departments streamline operations and deliver premier client service.
All-in-one solution for practice management, DMS, and accounting
"The one business management solution that connects your entire organization"
ProLaw is a comprehensive law practice management software suite by Thomson Reuters Elite that combines case and matter management, time entry, billing, accounting, and document management. It helps law firms, government agencies, and corporate legal departments streamline operations and deliver premier client service.
Ideal for: Small to mid-sized law firms and corporate legal departments seeking an integrated solution for practice management, document management, and accounting.
All-in-one solution for practice management, DMS, and accounting
Deep Microsoft Office and Outlook integration
Westlaw and WestlawNext research integration
Built-in document management with version control
Learn more at
elite.com
See exactly which data objects transfer from SmartOffice to ProLaw
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to ProLaw.
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