A considered move
Change your platform.
Keep your practice moving.
Moving from TAP, Trail, Advice Link or another CRM starts with understanding your records and your team. We agree a practical transition, rather than promising a timeline before seeing the work.
Your people. Your records. Your pace.
A plan you can
put your name to.
- 01
Start with the practice.
Your team, disciplines, current systems and priorities. We establish what you need to keep, what you want to change and whether the platform is a fit.
The scope comes before the move.
- 02
Agree the plan.
Review the source data, available exports, templates, permissions and required connections. Confirm migration scope, costs, responsibilities and timing in writing.
No assumption that every system exports the same way.
- 03
Prepare and review.
Map the agreed data and configure the practice. Your team checks the proposed records, templates and access arrangements before an approved transition.
Your review is part of the process.
- 04
Make the move together.
Coordinate the agreed migration, team training and support. Confirm the checks for launch and how your team will raise questions once you are working in the platform.
Timing follows the agreed plan, not a generic promise.
For the first conversation
Bring the questions.
Not the client files.
Your current CRM, approximate team size, advice disciplines and the workflows you want to improve are a useful place to start.
Please do not send client records, account numbers or sensitive documents through the public enquiry form. Any data review needs agreed secure arrangements.
Start with your practiceThe next conversation
A new working day.
A clear way to get there.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works