UGRU Financial
Amicus Attorney
Transfer contacts, activities, and more from UGRU Financial to Amicus Attorney. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Amicus Attorney 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Legal practice management made simple
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Integrated case and matter management
"Legal practice management made simple"
Amicus Attorney by CARET is a comprehensive law practice management software that centralizes case and matter management, time tracking, calendaring, document management, and task organization for law firms. It integrates with Office 365, QuickBooks, and other legal tools.
Ideal for: Solo practitioners and small to mid-size law firms seeking comprehensive practice management with strong case and document management.
Integrated case and matter management
Automatic calendar and deadline tracking
Built-in time tracking and billing
Template-based document automation
Learn more at
amicusattorney.com
See exactly which data objects transfer from UGRU Financial to Amicus Attorney
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Amicus Attorney.
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Need to go the other way? We support bidirectional migrations.
Amicus Attorney → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
