MOVE WITH A PLAN
Switching from duetrail
Check portability, feature gaps, and the overlap period before cancelling a subscription.
Recorded export options
Not confirmed. Ask the provider about data export before committing to a move.
Product-specific notes
- If the number of active cases exceeds 75 in the Starter plan, users can upgrade to the Team plan with unlimited cases via two clicks on the billing page.
Your migration checklist
General planning guidance; these checkboxes are not saved.