
nCino

Legwork
Transfer contacts, activities, and more from nCino to Legwork. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your nCino to Legwork 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

The worldwide leader in cloud banking
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
End-to-end Bank Operating System on Salesforce platform

Dental practice patient engagement software
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Purpose-built for dental industry

"Dental practice patient engagement software"
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.
Purpose-built for dental industry
Integration with 35+ practice management systems
Two-way texting and automated appointment reminders
Online scheduling and digital forms
Learn more at
legwork.com
See exactly which data objects transfer from nCino to Legwork


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from nCino to Legwork.
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