Source
Filevine

Filevine

Destination
Optiva

Optiva

CRM MigrationStarting at $500

Migrate from Filevine to Optiva

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Filevine to Optiva. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Filevine to Optiva migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Filevine vs Optiva

A quick look at both platforms to help you understand your migration path

Migrating from
Filevine

Filevine

AI-Powered Legal Workflow Software

Filevine is a legal practice management and case management platform designed for law firms to organize cases, manage documents, track time and billing, and collaborate with team members and clients. It provides an all-in-one solution for legal workflow automation and case organization.

Founded 2014
Salt Lake City, Utah
Best for
Small BusinessMid-MarketEnterprise
Industries
Legal ServicesLaw FirmsPractice Management+2 more
Top Strength

Comprehensive case management with AI assistance

Migrating to
Optiva

Optiva

Cloud-native BSS for telecom monetization

Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.

Founded 1999
Mississauga, Ontario, Canada
Best for
Mid-MarketEnterprise
Industries
TelecommunicationsMVNO5G+2 more
Top Strength

Cloud-native, 5G-ready BSS platform on Google Cloud

Your New CRM

Why Optiva is a great choice

Optiva

Optiva

"Cloud-native BSS for telecom monetization"

Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.

Ideal for: Telecom operators and MVNOs seeking cloud-native BSS solutions for digital charging, monetization, and partner management.

Cloud-native, 5G-ready BSS platform on Google Cloud

TM Forum and CAMARA API certified with open REST APIs

Industries
TelecommunicationsMVNO5G+2
Best For
Mid-MarketEnterprise

Pre-configured templates for rapid product deployment (within 3 hours)

AI-enabled with GenAI agents for intelligent decision-making

Learn more at

optiva.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Filevine to Optiva

Filevine
Optiva
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Not Available
Notes
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Filevine to Optiva Migration FAQ

Common questions about migrating from Filevine to Optiva.

Related Migration Paths

Explore other popular CRM migrations similar to Filevine to Optiva

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