Migrate your AgileCase data
Cloud case management platform for law firms and professional services. Organizes Cases, Contacts, Documents, and workflows with tiered audit trails and client-facing portals.
In its favor
Why people choose AgileCase
The signal that keeps AgileCase on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Free assisted onboarding and migration support for qualifying accounts reduces the burden of switching from legacy systems.
Cloud-based access with identical functionality from any location suits distributed law firms and professional services teams.
Built-in security features including 2FA, IP whitelisting, and 256-bit SSL encryption satisfy firm-level compliance requirements.
Tiered pricing from $25 per user allows small teams to start with core case management and scale to Business tier without platform switching.
The Client Portal allows customers to view case status and exchange documents without requiring office visits, reducing administrative overhead.
User limits of 15 on Professional and 30 on Business force growing firms to migrate when they exceed these thresholds, often mid-workflow.
Limited automation and report counts on Professional tier become restrictive as case volume increases, pushing teams toward platforms with fewer structural caps.
Enterprise pricing requires custom quotes with no public range, making budget planning difficult and prompting firms to evaluate alternatives with transparent pricing.
Workflow automation logic and custom reports do not transfer between platforms, creating significant rebuild effort that makes switching costly and slow.
Reasons to switch
Why people leave AgileCase
The recurring reasons buyers give for replacing AgileCase. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where AgileCase fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
AgileCase pricing overview
AgileCase uses per-user, per-month pricing at $25 for Professional and $35 for Business. Enterprise pricing requires direct sales engagement with no public range. Free onboarding is not included on any tier—customers must independently meet the $449/month minimum to qualify for complimentary migration assistance.
Professional
Tier 1 of 3
$25/user/month
What's included
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What gets migrated
AgileCase object support
Object-by-object support for AgileCase migrations. Per-pair details surface during scoping.
Cases
Fully supportedCases are the primary object in AgileCase. They support custom fields, case plans, and workflow attachments. We migrate cases 1:1 with their associated records, timelines, and status history.
Contacts
Fully supportedContacts are standard CRM records linked to cases. We preserve contact details, communication history, and association links during migration.
Documents
Fully supportedAgileCase stores documents as blobs alongside case records. We extract documents from blob storage and map them to the destination's document model, preserving file names and case associations.
Custom Fields
Mapping requiredCustom fields are defined per-case-type in AgileCase. We extract the field definitions and data, then map them to destination custom fields. Field type conversions (dropdown vs free text) require explicit mapping during scoping.
Workflows (Case Plans)
Mapping requiredCase Plans define task sequences and schedules per case type. We export workflow definitions and task states, but rebuilding them in the destination requires re-creating automation logic and dependency chains.
Users
Mapping requiredUsers have role-based access within AgileCase. We migrate user records and their assignments, but role structures differ between platforms and require field-level mapping of permissions.
Custom Reports
Mapping requiredProfessional tier allows 10 custom reports; Business tier allows unlimited. Report definitions are platform-specific and must be rebuilt in the destination, though underlying data is fully migratable.
Automations
Mapping requiredAutomations are limited to 10 on Professional and unlimited on Business. Automation rules (triggers, conditions, actions) are not directly portable and must be rebuilt on the destination platform.
Audit Trail
Fully supportedProfessional tier retains 180 days of audit history; Business tier retains longer periods. We export the available audit trail as a structured record set with timestamps, actor, and action details.
Email Templates
Mapping requiredProfessional tier includes 10 email templates; Business tier includes unlimited. Templates contain merge fields tied to AgileCase's data model and must be adapted to the destination's template syntax.
Client Portal
Not in this platformThe Client Portal is a read-only sharing interface within AgileCase. It does not hold independent data records—clients view case data through a branded portal. We do not migrate portal configurations separately; case data itself is fully migratable.
| Object | Support | Notes |
|---|---|---|
| Cases | Fully supported | Cases are the primary object in AgileCase. They support custom fields, case plans, and workflow attachments. We migrate cases 1:1 with their associated records, timelines, and status history. |
| Contacts | Fully supported | Contacts are standard CRM records linked to cases. We preserve contact details, communication history, and association links during migration. |
| Documents | Fully supported | AgileCase stores documents as blobs alongside case records. We extract documents from blob storage and map them to the destination's document model, preserving file names and case associations. |
| Custom Fields | Mapping required | Custom fields are defined per-case-type in AgileCase. We extract the field definitions and data, then map them to destination custom fields. Field type conversions (dropdown vs free text) require explicit mapping during scoping. |
| Workflows (Case Plans) | Mapping required | Case Plans define task sequences and schedules per case type. We export workflow definitions and task states, but rebuilding them in the destination requires re-creating automation logic and dependency chains. |
| Users | Mapping required | Users have role-based access within AgileCase. We migrate user records and their assignments, but role structures differ between platforms and require field-level mapping of permissions. |
| Custom Reports | Mapping required | Professional tier allows 10 custom reports; Business tier allows unlimited. Report definitions are platform-specific and must be rebuilt in the destination, though underlying data is fully migratable. |
| Automations | Mapping required | Automations are limited to 10 on Professional and unlimited on Business. Automation rules (triggers, conditions, actions) are not directly portable and must be rebuilt on the destination platform. |
| Audit Trail | Fully supported | Professional tier retains 180 days of audit history; Business tier retains longer periods. We export the available audit trail as a structured record set with timestamps, actor, and action details. |
| Email Templates | Mapping required | Professional tier includes 10 email templates; Business tier includes unlimited. Templates contain merge fields tied to AgileCase's data model and must be adapted to the destination's template syntax. |
| Client Portal | Not in this platform | The Client Portal is a read-only sharing interface within AgileCase. It does not hold independent data records—clients view case data through a branded portal. We do not migrate portal configurations separately; case data itself is fully migratable. |
Gotchas
What to watch for in AgileCase migrations
Issues we've hit on past AgileCase migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Audit trail retention is tier-dependent
Post-termination 30-day export window in DPA
Blob storage document extraction requires flattening
| Severity | Issue |
|---|---|
| Medium | Audit trail retention is tier-dependent |
| High | Post-termination 30-day export window in DPA |
| Medium | Blob storage document extraction requires flattening |
Leaving AgileCase?
Where AgileCase customers move next
12 destinations AgileCase can migrate to.
How a AgileCase migration works
Four steps, AgileCase-specific
Connect
Not publicly documented into AgileCase. Scopes limited to read-only on the data we move.
Map
We translate AgileCase-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate AgileCase quirks before production.
Migrate
Full migration with AgileCase rate-limit handling. Rollback available throughout.
FAQ
AgileCase migration FAQ
Answers to the questions buyers ask most during AgileCase migration scoping. Not seeing yours? Book a call.
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Migrate AgileCase.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your AgileCase setup and destination — written quote back within a business day.