Practifi + Claude for advisory firms.
Practifi sits on Salesforce. The implementation pattern is the FSC pattern. Same audit, same document layer, same writeback discipline.
By Isaiah Grant, founder of Quiet Machines
Why this query usually starts
Practifi firms inherit Salesforce's audit posture, plus Practifi's wealth-specific data model. The implementation has to respect both.
The implementation we ship for this combination
Same architecture as our Salesforce FSC + Claude implementation. The Practifi-specific data model gets mapped during the audit. Workflows implement on top.
3 steps from audit to handoff
- 01Audit Practifi + Salesforce environment
Two weeks. Map Practifi objects, custom fields, and Salesforce role hierarchy.
- 02Document layer + API mirror
SharePoint or Workspace mirror from Practifi household IDs.
- 03Implement workflows + writeback
Workflows on Claude. Approved artifacts write back to Practifi as Salesforce tasks/notes with audit metadata.
What the firm gets at Day 90
- ✓Practifi stays the system of record
- ✓Salesforce audit posture preserved
- ✓Practifi household model surfaced cleanly to the AI workflows
The audit names which workflows belong on this stack and which don’t, before you commit to the build. $3,500 to $6,000 depending on firm size. Credited toward the build if you implement within 90 days.