How we move you in.
Every business goes through the same five steps. You keep working the whole time. Nothing old is switched off until you’ve seen the new system hold everything.
- 1
We match what you have today
Your clients, services and stages get a place in Bractel before anything moves, using the names your team already uses.
- 2
We bring everything across
Records, documents, messages and billing history come over from your current tools into your own store.
- 3
We give it your shape
Records are sorted into your own categories and folders. Nothing is forced into ours.
- 4
You go live
Your team starts working in Bractel, and your clients get their portal links.
- 5
We check nothing was missed
We run the import again and compare it with you, record by record, before the old tools are switched off.
Where your data lives.
Stored on its own
Each business has its own store. Another business’s account can’t reach yours, because your records aren’t in the same place to begin with.
Seen by the right people
You decide who on your team can do what. Clients see only their own portal, and only what you release to them.
Yours to take
Export your complete records at any time. If you ever leave, your data leaves with you.
Bring your own AI
Use the assistant that comes with Bractel, or your own provider and key, under your own terms. Either way it drafts and suggests, and a person approves.