Migrate your Sentian Solutions data
Legal practice management CRM built for mid-size law firms, with matter tracking, time billing, and client communication tools.
In its favor
Why people choose Sentian Solutions
The signal that keeps Sentian Solutions on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Sentian Solutions targets mid-size law firms specifically, offering a practice-management workflow that mirrors how attorneys actually work with matters and billing.
The platform includes integrated trust accounting, which some firms find easier to manage than exporting to a separate accounting tool.
Law firms report that the client portal reduces time spent on status updates and document sharing with clients.
The pricing structure is predictable for firms that have historically struggled with per-seat billing in larger enterprise platforms.
Some firms value that Sentian Solutions has been in the legal CRM space long enough to have established integrations with common legal software like document management and e-filing tools.
Customers report that the UI feels outdated compared to newer legal CRMs, with workflows that require too many clicks for routine tasks.
Integration options are limited — some firms cannot connect Sentian Solutions to the productivity tools their attorneys already use.
Support responsiveness is cited as a frustration, with some firms waiting days for responses to critical issues during billing periods.
Scaling limitations become apparent for firms that grow beyond the mid-market tier, leading them to evaluate enterprise legal CRMs.
Data export processes are described as cumbersome, with no self-service option requiring firm staff to manually pull reports before migration.
Reasons to switch
Why people leave Sentian Solutions
The recurring reasons buyers give for replacing Sentian Solutions. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Sentian Solutions fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Sentian Solutions pricing overview
Catalog note: the URL listed (sentientsolutions.io) belongs to Sentient Solutions for Accounting, an accounting/audit outsourcing services firm rather than a packaged CRM product. Pricing is service-based — fixed monthly rate customized per team structure plus an industry-typical $50-$99/hour rate. There is no published per-user CRM rate card. If the customer is actually using a different 'Sentian Solutions' CRM product, scoping must confirm the correct vendor before pricing analysis.
Service-based engagement (not a CRM product)
Tier 1 of 1
Fixed monthly rate per team structure; $50-$99/hour average per industry benchmarks
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Sentian Solutions's schedule — see our quote-based pricing →
What gets migrated
Sentian Solutions object support
Object-by-object support for Sentian Solutions migrations. Per-pair details surface during scoping.
Contacts
Mapping requiredClient contact records in Sentian Solutions typically include name, company, email, phone, and address. We map these to the destination CRM's Contact or Person object, handling any custom contact properties that may differ between systems.
Matters
Mapping requiredMatters are the central legal-case object linking clients, billing, and documents. Matter status, practice area, responsible attorney, and associated custom fields require field-level mapping because schema naming conventions vary across legal CRMs.
Time Entries
Mapping requiredBillable time entries are tied to matters and attorneys. We preserve the original date, duration, billing rate, and description. Time entries may require conversion if the destination uses different rounding or currency formats.
Documents
Mapping requiredDocuments attached to matters are migrated as file references. We capture the original file name, upload date, and association to the correct matter. Large document volumes may require chunked migration to avoid timeout.
Trust Accounts
Mapping requiredTrust account balances and transaction history carry compliance weight. We validate that ending balances in the source match the beginning balances in the destination post-migration, flagging any discrepancy for client review before go-live.
Billing Records
Mapping requiredInvoices and payment records are tied to matters and time entries. We preserve invoice number, date, amount, and status. Open invoices require careful sequencing to avoid duplicate billing during parallel-run periods.
Custom Fields
Mapping requiredSentian Solutions allows firm-defined custom fields on Matters and Contacts. We catalog these during discovery and map them to destination equivalents or preserve them as custom properties if the destination supports them.
Users and Attorneys
Mapping requiredAttorney and staff user records, including role and permissions, are mapped to the destination's user object. Active versus inactive status is preserved to avoid licensing surprises on the destination platform.
| Object | Support | Notes |
|---|---|---|
| Contacts | Mapping required | Client contact records in Sentian Solutions typically include name, company, email, phone, and address. We map these to the destination CRM's Contact or Person object, handling any custom contact properties that may differ between systems. |
| Matters | Mapping required | Matters are the central legal-case object linking clients, billing, and documents. Matter status, practice area, responsible attorney, and associated custom fields require field-level mapping because schema naming conventions vary across legal CRMs. |
| Time Entries | Mapping required | Billable time entries are tied to matters and attorneys. We preserve the original date, duration, billing rate, and description. Time entries may require conversion if the destination uses different rounding or currency formats. |
| Documents | Mapping required | Documents attached to matters are migrated as file references. We capture the original file name, upload date, and association to the correct matter. Large document volumes may require chunked migration to avoid timeout. |
| Trust Accounts | Mapping required | Trust account balances and transaction history carry compliance weight. We validate that ending balances in the source match the beginning balances in the destination post-migration, flagging any discrepancy for client review before go-live. |
| Billing Records | Mapping required | Invoices and payment records are tied to matters and time entries. We preserve invoice number, date, amount, and status. Open invoices require careful sequencing to avoid duplicate billing during parallel-run periods. |
| Custom Fields | Mapping required | Sentian Solutions allows firm-defined custom fields on Matters and Contacts. We catalog these during discovery and map them to destination equivalents or preserve them as custom properties if the destination supports them. |
| Users and Attorneys | Mapping required | Attorney and staff user records, including role and permissions, are mapped to the destination's user object. Active versus inactive status is preserved to avoid licensing surprises on the destination platform. |
Gotchas
What to watch for in Sentian Solutions migrations
Issues we've hit on past Sentian Solutions migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No self-service data export requires manual pull
Trust account balance validation is compliance-critical
Custom fields vary by practice area and firm
Time entries must preserve billable vs non-billable status
| Severity | Issue |
|---|---|
| High | No self-service data export requires manual pull |
| High | Trust account balance validation is compliance-critical |
| Medium | Custom fields vary by practice area and firm |
| Medium | Time entries must preserve billable vs non-billable status |
Leaving Sentian Solutions?
Where Sentian Solutions customers move next
12 destinations Sentian Solutions can migrate to.
How a Sentian Solutions migration works
Four steps, Sentian Solutions-specific
Connect
N/A — catalog URL is an accounting services firm, not a CRM SaaS product into Sentian Solutions. Scopes limited to read-only on the data we move.
Map
We translate Sentian Solutions-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Sentian Solutions quirks before production.
Migrate
Full migration with Sentian Solutions rate-limit handling. Rollback available throughout.
FAQ
Sentian Solutions migration FAQ
Answers to the questions buyers ask most during Sentian Solutions migration scoping. Not seeing yours? Book a call.
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