Migrate from Actionstep to HighLevel

Actionstep Matters map directly to HighLevel Opportunities. Matter name becomes the Opportunity name, and the matter create date is preserved as a custom datetime field (Original_Matter_Date__c) on the opportunity since HighLevel's create date reflects migration time. The matter's current step or status maps to a custom pick-list field (Matter_Status__c) on the opportunity.

Actionstep's practice area value (Family Law, Civil Litigation, etc.) stored on the Matter becomes a contact custom field (Primary_Practice_Area__c) linked to the primary participant on the matter. If a matter spans multiple practice areas, secondary areas store as comma-separated values in the same field.

The monetary value associated with the matter maps to a custom currency field (Matter_Billing_Amount__c) on the HighLevel opportunity. This is not the same as HighLevel's native monetary field used for pipeline forecasting; it captures the matter's total estimated or actual billable value as recorded in Actionstep.

Actionstep's step-based matter workflow (Intake, Open, Document Review, Closed) has no direct HighLevel equivalent. We map each step to a custom pick-list field (Matter_Step__c) on the opportunity and append the step history as a note so attorneys retain visibility into how the matter progressed through Actionstep.

Actionstep participants with role 'Client' map directly to HighLevel contacts. The participant's name, email, phone, and address fields map to the corresponding HighLevel contact fields. The participant's unique Actionstep ID is preserved in a custom field (Source_System_ID__c) for delta-run de-duplication and traceability.

Participants that are organizations (opposing counsel, insurance carrier, corporate counterparty) map to HighLevel companies. Individuals without a corporate affiliation map to contacts. A custom field (Participant_Role__c) records the Actionstep role label so nothing is lost during consolidation. Each participant's original Actionstep identifier is preserved in Source_System_ID__c for traceability.

Actionstep documents attached to a Matter re-upload to the corresponding HighLevel opportunity as a file. Document type classification (Pleading, Correspondence, Contract, Invoice) has no native HighLevel equivalent and is preserved in a custom pick-list field (Document_Type__c) on the file attachment record.

Actionstep data collections that store structured legal data (e.g., property details, insurance information, statutory deadlines) map to individual opportunity custom fields. Each data-collection field name from Actionstep becomes a custom field in HighLevel; field type (date, number, text, pick-list) is preserved. Nested data structures flatten into separate fields with a naming prefix matching the collection name.

Actionstep trust account transactions, client ledger entries, and billing records have no HighLevel equivalent. These export as a structured CSV for re-import into a dedicated legal accounting tool or for record retention. The export includes transaction date, amount, matter reference, and account type.

Actionstep document-automation templates, email templates triggered by matter events, and step-based workflow sequences do not transfer. We export the workflow definitions as a rebuild reference document, including trigger conditions, action sequences, and template content, so your HighLevel admin can recreate equivalent workflows using HighLevel's workflow builder.

Actionstep staff members assigned as matter responsible attorney or paralegal map to HighLevel contacts with a custom field (Staff_Role__c) recording their Actionstep role. For firms that will use HighLevel's built-in user management, we resolve staff contacts by email match against HighLevel users.

Actionstep calendar events and appointments tied to matters can be exported as a CSV but do not map to a native HighLevel calendar structure. We provide a calendar export with matter reference, date, duration, and attendees for re-entry in HighLevel's calendar or a connected Google Calendar integration.