Wealthbox
CaseFleet
Transfer contacts, companies, activities, and more from Wealthbox to CaseFleet. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to CaseFleet 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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
AI-powered case management software
Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.
AI-powered document intelligence with automatic summarization
"AI-powered case management software"
Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.
Ideal for: Litigation firms and attorneys seeking AI-powered document review and intelligent case organization tools.
AI-powered document intelligence with automatic summarization
Visual timeline and fact mapping for complex cases
Advanced search capabilities with semantic search
Deposition transcript review and markup tools
Learn more at
casefleet.com
See exactly which data objects transfer from Wealthbox to CaseFleet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to CaseFleet.
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Need to go the other way? We support bidirectional migrations.
CaseFleet → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
