Migrate your FactBox data
Legal case management CRM focused on organizing facts, chronologies, and evidence for litigators. Most attorneys are productive on day one with minimal setup required.
In its favor
Why people choose FactBox
The signal that keeps FactBox on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Attorneys praise the fact-centric organization, calling it a tool that saved trials by retrieving needed facts instantly during proceedings.
The platform requires no technical expertise—anyone who can use a web browser can use FactBox, reducing IT dependency for law firms.
Chronology building starts within minutes of signing up; document upload triggers automatic organization of facts, dates, and connections.
Legal professionals value it as a project management tool for case themes, keeping complex litigation organized and accessible.
Small law firms and solo practitioners can start free, validating the tool before committing to a paid tier.
Limited public API documentation makes integration with other legal tech tools difficult and custom automation nearly impossible.
The platform appears geared toward smaller cases and solo practitioners; larger litigation teams may find collaboration features insufficient.
Reviews note the tool works well for organizing facts but lacks broader practice management capabilities some firms need.
Some users may outgrow the platform as case volume and complexity increase beyond what FactBox was designed to handle.
Reasons to switch
Why people leave FactBox
The recurring reasons buyers give for replacing FactBox. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where FactBox 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
FactBox pricing overview
FactBox uses per-user monthly pricing with annual and monthly billing options. Annual plans offer discounts but do not auto-renew, requiring manual renewal each year. A free tier is available for initial evaluation.
Free
Tier 1 of 5
$0
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on FactBox's schedule — see our quote-based pricing →
What gets migrated
FactBox object support
Object-by-object support for FactBox migrations. Per-pair details surface during scoping.
Cases
Fully supportedCases are the primary container in FactBox. We migrate case records with their names, numbers, status, and creation dates. All associated facts, documents, and links transfer as a cohesive unit.
Facts
Fully supportedFacts are the core object in FactBox. We preserve each fact's content, date associations, and all document/witness/evidence linkages. Facts transfer with their source references intact.
Documents
Mapping requiredDocuments attach to facts as evidence sources. We transfer document metadata and file references, but file content may need separate handling depending on the destination platform's storage model.
Witnesses
Mapping requiredWitnesses are linked to facts as supporting sources. We map witness records and their relationship to facts, but destination platforms may structure witness data differently.
Evidence
Mapping requiredEvidence links associate documents and witnesses to specific facts. We preserve the relationship graph between evidence items and the facts they support.
Case Themes
Fully supportedCase themes organize facts into narrative categories. We transfer theme assignments and their associated facts to maintain the thematic structure built during case preparation.
Chronologies
Fully supportedChronological organization of facts is a key feature. We preserve date-based ordering and timeline structures within each case.
Custom Fields
Mapping requiredCustom fields on cases and facts require field-level mapping. We inventory custom field definitions during discovery and map them to equivalent destination fields or store them as custom properties.
Attachments
Mapping requiredFile attachments to facts and documents transfer as references. We confirm the destination's attachment limits and storage model during scoping.
Users
Fully supportedUser accounts and case assignments transfer. We map user roles and access levels to the destination's permission model.
| Object | Support | Notes |
|---|---|---|
| Cases | Fully supported | Cases are the primary container in FactBox. We migrate case records with their names, numbers, status, and creation dates. All associated facts, documents, and links transfer as a cohesive unit. |
| Facts | Fully supported | Facts are the core object in FactBox. We preserve each fact's content, date associations, and all document/witness/evidence linkages. Facts transfer with their source references intact. |
| Documents | Mapping required | Documents attach to facts as evidence sources. We transfer document metadata and file references, but file content may need separate handling depending on the destination platform's storage model. |
| Witnesses | Mapping required | Witnesses are linked to facts as supporting sources. We map witness records and their relationship to facts, but destination platforms may structure witness data differently. |
| Evidence | Mapping required | Evidence links associate documents and witnesses to specific facts. We preserve the relationship graph between evidence items and the facts they support. |
| Case Themes | Fully supported | Case themes organize facts into narrative categories. We transfer theme assignments and their associated facts to maintain the thematic structure built during case preparation. |
| Chronologies | Fully supported | Chronological organization of facts is a key feature. We preserve date-based ordering and timeline structures within each case. |
| Custom Fields | Mapping required | Custom fields on cases and facts require field-level mapping. We inventory custom field definitions during discovery and map them to equivalent destination fields or store them as custom properties. |
| Attachments | Mapping required | File attachments to facts and documents transfer as references. We confirm the destination's attachment limits and storage model during scoping. |
| Users | Fully supported | User accounts and case assignments transfer. We map user roles and access levels to the destination's permission model. |
Gotchas
What to watch for in FactBox migrations
Issues we've hit on past FactBox migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Annual subscription does not auto-renew
Limited public API documentation
File attachment handling requires separate migration
| Severity | Issue |
|---|---|
| Medium | Annual subscription does not auto-renew |
| High | Limited public API documentation |
| Medium | File attachment handling requires separate migration |
Leaving FactBox?
Where FactBox customers move next
12 destinations FactBox can migrate to.
How a FactBox migration works
Four steps, FactBox-specific
Connect
No public API. FactBox confirms on its features page and across third-party listings that it does not expose a developer API; the integration surface is built around packaged connectors to Clio, Box, Dropbox, and iManage plus a Chrome Extension. User-side authentication uses email/password with two-factor authentication (a code sent to the user's phone) for the application itself. into FactBox. Scopes limited to read-only on the data we move.
Map
We translate FactBox-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate FactBox quirks before production.
Migrate
Full migration with FactBox rate-limit handling. Rollback available throughout.
FAQ
FactBox migration FAQ
Answers to the questions buyers ask most during FactBox migration scoping. Not seeing yours? Book a call.
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Migrate FactBox.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your FactBox setup and destination — written quote back within a business day.