Workbooks CRM
MyCase
Transfer contacts, companies, deals, and more from Workbooks CRM to MyCase. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to MyCase 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
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
The #1 legal practice and case management software
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Built-in CRM with lead capture and pipeline management
"The #1 legal practice and case management software"
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Ideal for: Small to midsize law firms seeking an integrated practice management solution with built-in CRM, client portal, and billing features.
Built-in CRM with lead capture and pipeline management
Client portal for secure communication and document sharing
Integrated billing, invoicing, and trust accounting
Connects with 50+ legal and business applications via Zapier
Learn more at
mycase.com
See exactly which data objects transfer from Workbooks CRM to MyCase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to MyCase.
Explore other popular CRM migrations similar to Workbooks CRM to MyCase
Need to go the other way? We support bidirectional migrations.
MyCase → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
