CaseFox
Salentica
Transfer contacts, companies, activities, and more from CaseFox to Salentica. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CaseFox to Salentica 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
Law practice management built by lawyers
Cloud-based legal practice management software trusted since 2011 by 25,000+ legal professionals. Offers comprehensive suite including billing, case management, timekeeping, trust accounting, and AI-generated document assistance.
Comprehensive billing and time tracking features
CRM Built for Wealth Management
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Purpose-built for wealth management and financial advisory
"CRM Built for Wealth Management"
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.
Purpose-built for wealth management and financial advisory
Available on both Salesforce and Microsoft Dynamics platforms
Native integrations with custodians (Schwab, Fidelity, Black Diamond)
Data Broker platform for rapid integration deployment
Learn more at
salentica.com
See exactly which data objects transfer from CaseFox to Salentica
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CaseFox to Salentica.
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