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Uplift Bridge — Migrating onto Bridge

You don't rebuild everything. You start with one client.

Building your catalog, templates, and agreements can feel like a mountain. It isn't. There's a path for every situation — and each one is a handful of steps, not a migration project.

Pick the one that sounds like you.

Start for free — you'll grow into itNo per user fees, ever.
The fear I hear most is that you have to rebuild your whole business before you can start. You don't. You start with one client, and Bridge carries your data over from there.
— Tommy Spann, founder

Choose your path

Where are you starting from?

Three situations, three paths. Tap the one that fits and we'll walk you through the exact steps and the Bridge tool for each.

Don't boil the ocean. Pick the next brand-new client on your calendar and set them up in Bridge. You build only what that one client needs — and everything you build becomes the reusable foundation for the client after them.

  1. Templates

    Load one agreement template — start from your own language or an Uplift starting point. You need one, not ten.

  2. Catalog (SKUs)

    Add just the services this client is buying. Three or four SKUs, not your entire catalog. Price them once; they're reusable from here on.

  3. Agreements + e-signature

    Send the agreement for signature. E-signature is built in and white-labeled to you — no separate DocuSign account, no extra bill.

  4. Engagements

    Once it's signed, start the engagement. Deliverables, time, and invoicing all flow from the signed SOW automatically.

That's it. You've now built your template, your first few SKUs, and your first engagement with a real client. The next client reuses all of it — the setup gets faster every time.

Project by project

For work already underway

You don't have to move every live project. Take them one at a time. Here's a simple way to decide.

Let it finish where it is

Some projects aren't worth moving. Leave these alone.

  • The project wraps up in the next few weeks
  • Billing is nearly done and nothing is changing
  • A one-off with no follow-on work
  • You're mid-cycle on a retainer that's about to end

Bring it into Bridge

Worth moving when there's runway left. No new signature needed.

  • The engagement runs for several more months
  • The client is likely to renew or expand
  • You want this client's invoices and status updates in one place
  • A retainer you want to keep running on schedule

Already signed? Great! Attach their agreements.

When an agreement is already in place, you don't send a new one. Start a direct engagement, add the deliverables and rates, and pick up billing from today. Want the signed document on file? Mark it as signed outside Bridge and attach the PDF. No round-trip to your client, either way.

Bring it with you

Your clients, history, and paid invoices

However you're keeping records today, there's a way in. Each importer is re-runnable, so you can bring things over in stages and check the results before you commit.

From Harvest

Connect Harvest and bring over clients and contacts, projects as draft SOWs with hours, and your paid invoice history — in a few re-runnable steps.

Harvest migration guide

From Anchor

Paste your Anchor API key to bring over clients, active agreements as SOWs with your SKU mapping, and paid invoice history. Recurring services come in as retainers, ready for you to start billing.

CSV migration guide

From any tool, by CSV

Export from your current tool and upload a CSV. Map your columns, run a dry-run data-quality check that shows what will be created, updated, or skipped, then commit when it looks right.

CSV migration guide

From QuickBooks, Salesforce, or HubSpot

Pull your customers or accounts and reconcile them against Bridge with a match-and-merge review — no CSV needed. These stay connected for ongoing sync too.

Account reconciliation guide

Recurring retainers

Bring ongoing retainers over so future billing continues on schedule. Bridge advances the next invoice date past today, so you never double-bill a period you already collected.

Recurring billing guide

And your data stays yours

You can export your accounts, agreements, and invoices out of Bridge at any time. The move in is easy on purpose, and so is the door out.

Exporting your data

One honest note: importing paid invoices is for record-keeping. Bridge won't re-issue an invoice your old tool already sent, and it won't bill a period you already collected.

We've got this

You're not doing this alone.

When you sign up, Bridge builds you a getting-started plan — a tracked checklist that walks you through bringing in your clients, loading a template, adding your SKUs, and sending your first agreement, in the right order. It knows what you've done and what's left.

Nothing you import is permanent until you say so. The dry-run checks show you exactly what will change before it changes. And if you ever want to leave, your data walks out with you. The move in is easy on purpose.

Frequently asked questions

Start with one client.
Grow from there.

No per user fees, ever.

Start for free — you'll grow into itSee pricing

Weighing a specific move? How Bridge fits in your stack · Bridge vs. Harvest · Bridge vs. Anchor

Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.