Practifi
TimeSolv
Transfer contacts, companies, activities, and more from Practifi to TimeSolv. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to TimeSolv 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 billing software and time tracking for professionals
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Built-in CRM with lead intake and marketing automation workflows
"Legal billing software and time tracking for professionals"
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Ideal for: Law firms and professional service providers seeking integrated time tracking, billing, and CRM with legal-specific features like trust accounting and LEDES formatting.
Built-in CRM with lead intake and marketing automation workflows
ABA task codes and LEDES billing format compliance
Multi-timer functionality for accurate time tracking
Trust accounting with three-way reconciliation
Learn more at
timesolv.com
See exactly which data objects transfer from Practifi to TimeSolv
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to TimeSolv.
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