No. You do not have to re-key clients one at a time, and you do not have to choose between that and nothing.

Click through the walkthrough above to see AI AutoFill build a client profile from documents, which is the route you can run yourself today.

Plenty of brokers skip migration entirely. Create a business when you start working the deal and let AI AutoFill do the typing: drop in the client's documents, such as bank statements and tax returns, and the details are extracted to build the profile. That is often faster than moving a stale record across.

If your client list lives in Excel, Google Sheets or a CSV export, or in a CRM such as HubSpot, Copper, Zoho, Pipedrive, Salesforce or GoHighLevel, we handle it for you. Both are arranged by the Levr team on request. There is no import button and no integrations tab for you to find, and there are no public API docs to work from.

There is no charge for it. It is deliberately assisted: you book a call, and Roman, our CTO, joins it. Core client and contact data is what integrates today, and Deal Stage sync is on the roadmap rather than live.

The full detail, including what to send us, is in Can I import my clients in bulk or connect a CRM other than GoHighLevel?

If a connection is not something we can support for your CRM, a CSV export from that CRM gets you to the same place through the bulk import route.

It takes nothing to get started. Start here, or use one of these.