Practifi
Law Ruler
Transfer contacts, companies, deals, and more from Practifi to Law Ruler. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Law Ruler 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
Financial advisor CRM purpose-built for wealth management
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Purpose-built for wealth management industry
Legal CRM and client intake automation for law firms
Law Ruler is a legal CRM and marketing automation platform that streamlines lead management, client intake, and communications for law firms. It offers 9 integrated apps including email/SMS messaging, e-sign, softphone dialer, and built-in ChatGPT AI assistance.
9 apps in 1 platform including CRM, intake, and marketing
"Legal CRM and client intake automation for law firms"
Law Ruler is a legal CRM and marketing automation platform that streamlines lead management, client intake, and communications for law firms. It offers 9 integrated apps including email/SMS messaging, e-sign, softphone dialer, and built-in ChatGPT AI assistance.
Ideal for: Growing law firms seeking comprehensive CRM, intake automation, and marketing tools with AI-powered communication features.
9 apps in 1 platform including CRM, intake, and marketing
Built-in ChatGPT and AI Email Assistant
Integrated softphone dialer with audit trail
Specialized features for Mass Torts and Personal Injury
Learn more at
lawruler.com
See exactly which data objects transfer from Practifi to Law Ruler
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Law Ruler.
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