Tamarac CRM
Lawcus
Transfer contacts, companies, activities, and more from Tamarac CRM to Lawcus. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM 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
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 designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
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 Tamarac CRM to Lawcus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Lawcus.
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Prefer email? talk@ambrstack.com
