
Workbooks CRM

Thomson Reuters Legal
Transfer contacts, companies, activities, and more from Workbooks CRM to Thomson Reuters Legal. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Thomson Reuters Legal 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 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

End-to-end enterprise business management for law firms
Thomson Reuters Legal offers a suite of practice management solutions including Elite, ProLaw, and Firm Central, providing law firms with integrated CRM, matter management, time entry, billing, accounting, and business development tools.
60+ years of proven legal technology expertise

"End-to-end enterprise business management for law firms"
Thomson Reuters Legal offers a suite of practice management solutions including Elite, ProLaw, and Firm Central, providing law firms with integrated CRM, matter management, time entry, billing, accounting, and business development tools.
Ideal for: Law firms of all sizes seeking integrated practice management with CRM, matter management, time tracking, billing, and accounting in one platform.
60+ years of proven legal technology expertise
Comprehensive suite including Elite, ProLaw, and Firm Central
Integrated time entry, billing, and accounting
Matter management with docketing and calendaring
Learn more at
thomsonreuters.com
See exactly which data objects transfer from Workbooks CRM to Thomson Reuters Legal


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Thomson Reuters Legal.
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Need to go the other way? We support bidirectional migrations.
Thomson Reuters Legal → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
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