Migrate your Captorra data
Lead and case management platform built for consumer law firms, covering intake through resolution with customizable workflows and Microsoft integration.
In its favor
Why people choose Captorra
The signal that keeps Captorra on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Deeply customizable intake forms let consumer law firms configure fields, layouts, and routing logic to match their specific case types and client intake workflows.
Captorra positions as an all-in-one platform combining intake, case management, business analytics, and ROI management without requiring multiple disconnected tools.
Tight integration with the Microsoft ecosystem keeps firms operating within familiar Office tools, reducing the friction of switching workflows during daily case handling.
The platform includes a dedicated small-firm tier called Captorra Ready, addressing a market segment that larger legal CRM vendors often overlook with enterprise-only pricing.
Referral management features allow firms to track lead sources and attribution, supporting data-driven marketing investment decisions across intake channels.
Pricing is not publicly disclosed, requiring direct sales conversations, which creates friction for smaller firms evaluating fit before committing.
The API is limited to inbound lead posting with no documented export endpoints, making it difficult to extract full case and contact data for migration to other platforms.
The limited public documentation and small review dataset make independent technical evaluation challenging compared to vendors with richer community resources.
Customized intake forms and workflow configurations are difficult to replicate when moving to a different platform, creating significant switching costs for established firms.
Reasons to switch
Why people leave Captorra
The recurring reasons buyers give for replacing Captorra. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Captorra 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
Captorra pricing overview
Captorra does not publish pricing on its website and quotes vary by firm size and feature set. Third-party reviews (Lawyerist, Small Firm Legal Marketing) cite published starting figures around $159-$200 per user per month with a one-time setup fee, plus a lower-cost Captorra Ready tier targeting small firms. Pricing is sales-led and typically negotiated with multi-year commitments. Buyers must contact Captorra directly for a tailored quote; no free trial or self-serve sign-up is offered.
Captorra Ready (small firms)
Tier 1 of 2
Custom (sales-led); positioned below the standard tier
What's included
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What gets migrated
Captorra object support
Object-by-object support for Captorra migrations. Per-pair details surface during scoping.
Leads
Fully supportedLeads are the primary intake object and the best-documented part of Captorra's API. The POST endpoint creates new leads with standard fields including contact name, phone, email, and source attribution. We map incoming leads to the destination system's equivalent contact or lead object, preserving source and status.
Matters
Fully supportedMatters represent the case record in Captorra Case and contain all case lifecycle data. We map matters 1:1, preserving the matter identifier, status, assigned attorney, and creation date. Related tasks, documents, and notes attach to the matter in the destination system.
Contacts
Fully supportedContact management covers the client and opposing-party records linked to leads and matters. Standard fields (name, phone, address, email) migrate directly. We flag any custom Contact properties for explicit field-level mapping during migration scoping.
Tasks
Mapping requiredTasks are associated with matters and represent work items assigned to users. We map task titles, due dates, assignees, and status. Highly customized task templates or recurring task patterns may require manual reconfiguration in the destination system.
Documents
Mapping requiredDocuments attached to matters may use Captorra's proprietary storage or Microsoft-integrated storage paths. We extract documents where accessible via the platform's file system and map them to the corresponding matter in the destination. Some document metadata (version history, e-signature status) may not transfer.
Users
Mapping requiredUser records represent attorneys, paralegals, and administrative staff. We map user identifiers, names, and roles. Active matter assignments are remapped to destination user IDs based on a user-mapping table built during migration scoping.
Custom Fields
Mapping requiredBoth intake forms and matter records support custom fields configured per organization. Custom field definitions vary significantly between Captorra organizations. We extract the full custom field schema during discovery and map each field individually to destination equivalents, flagging any unsupported field types for manual review.
Referral Sources
Mapping requiredReferral management tracks where leads originate, including partner channels and marketing sources. We map referral source names and associated lead volumes. Attribution data linking referrals to specific matters is preserved where the relationship exists in the source data.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Leads are the primary intake object and the best-documented part of Captorra's API. The POST endpoint creates new leads with standard fields including contact name, phone, email, and source attribution. We map incoming leads to the destination system's equivalent contact or lead object, preserving source and status. |
| Matters | Fully supported | Matters represent the case record in Captorra Case and contain all case lifecycle data. We map matters 1:1, preserving the matter identifier, status, assigned attorney, and creation date. Related tasks, documents, and notes attach to the matter in the destination system. |
| Contacts | Fully supported | Contact management covers the client and opposing-party records linked to leads and matters. Standard fields (name, phone, address, email) migrate directly. We flag any custom Contact properties for explicit field-level mapping during migration scoping. |
| Tasks | Mapping required | Tasks are associated with matters and represent work items assigned to users. We map task titles, due dates, assignees, and status. Highly customized task templates or recurring task patterns may require manual reconfiguration in the destination system. |
| Documents | Mapping required | Documents attached to matters may use Captorra's proprietary storage or Microsoft-integrated storage paths. We extract documents where accessible via the platform's file system and map them to the corresponding matter in the destination. Some document metadata (version history, e-signature status) may not transfer. |
| Users | Mapping required | User records represent attorneys, paralegals, and administrative staff. We map user identifiers, names, and roles. Active matter assignments are remapped to destination user IDs based on a user-mapping table built during migration scoping. |
| Custom Fields | Mapping required | Both intake forms and matter records support custom fields configured per organization. Custom field definitions vary significantly between Captorra organizations. We extract the full custom field schema during discovery and map each field individually to destination equivalents, flagging any unsupported field types for manual review. |
| Referral Sources | Mapping required | Referral management tracks where leads originate, including partner channels and marketing sources. We map referral source names and associated lead volumes. Attribution data linking referrals to specific matters is preserved where the relationship exists in the source data. |
Gotchas
What to watch for in Captorra migrations
Issues we've hit on past Captorra migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Inbound-only API with no export endpoint
Custom field schema varies per organization
No public pricing or trial available
Intake form configurations do not auto-transfer
| Severity | Issue |
|---|---|
| High | Inbound-only API with no export endpoint |
| Medium | Custom field schema varies per organization |
| Medium | No public pricing or trial available |
| Medium | Intake form configurations do not auto-transfer |
Leaving Captorra?
Where Captorra customers move next
12 destinations Captorra can migrate to.
How a Captorra migration works
Four steps, Captorra-specific
Connect
API key for the inbound lead-posting endpoint into Captorra. Scopes limited to read-only on the data we move.
Map
We translate Captorra-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Captorra quirks before production.
Migrate
Full migration with Captorra rate-limit handling. Rollback available throughout.
FAQ
Captorra migration FAQ
Answers to the questions buyers ask most during Captorra migration scoping. Not seeing yours? Book a call.
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Migrate Captorra.
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Free scoping call with a migration engineer. Tell us about your Captorra setup and destination — written quote back within a business day.