Source
Kasisto

Kasisto

Destination
Litify

Litify

CRM MigrationStarting at $500

Migrate from Kasisto to Litify

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Kasisto to Litify. 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 Kasisto to Litify 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

Kasisto vs Litify

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

Migrating from
Kasisto

Kasisto

The trusted agentic AI platform for financial services

Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.

Founded 2013
New York, New York
Best for
Mid-MarketEnterprise
Industries
BankingFinancial ServicesCredit Unions+2 more
Top Strength

Banking-specific AI trained on financial domain

Migrating to
Litify

Litify

Legal operating platform built on Salesforce

Litify is an industry-specific CRM solution made for the legal industry and built entirely on the Salesforce platform. It empowers law firms and corporate legal departments with matter management, intake automation, document generation, timekeeping, billing, and real-time analytics enhanced with AI capabilities.

Founded 2016
Brooklyn, New York, United States
Best for
Mid-MarketEnterprise
Industries
Legal ServicesLaw FirmsPersonal Injury+2 more
Top Strength

Built on Salesforce platform with enterprise security

Your New CRM

Why Litify is a great choice

Litify

Litify

"Legal operating platform built on Salesforce"

Litify is an industry-specific CRM solution made for the legal industry and built entirely on the Salesforce platform. It empowers law firms and corporate legal departments with matter management, intake automation, document generation, timekeeping, billing, and real-time analytics enhanced with AI capabilities.

Ideal for: Law firms and corporate legal departments seeking an all-in-one legal practice management platform with Salesforce foundation and AI-powered workflows.

Built on Salesforce platform with enterprise security

Matter and intake management automation

Industries
Legal ServicesLaw FirmsPersonal Injury+2
Best For
Mid-MarketEnterprise

Document generation and timekeeping

Role-specific workflow automation

Learn more at

litify.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Kasisto to Litify

Kasisto
Litify
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
Mapping Required
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Supported
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Kasisto to Litify Migration FAQ

Common questions about migrating from Kasisto to Litify.

Related Migration Paths

Explore other popular CRM migrations similar to Kasisto to Litify

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Litify → Kasisto

Ready to get started?

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Prefer email? talk@ambrstack.com