Migrate from Aderant Expert to Nutshell

Aderant's Client record (firm name, address, phone) maps directly to a Nutshell Account. Client credit limits, billing terms, and client numbers stored as custom Account fields (Client_Credit_Limit__c, Billing_Terms__c, Client_Number__c) because Nutshell has no native billing fields. Primary attorney on the matter becomes the Account's primary contact.

Aderant matters map to Nutshell Deals. Matter number, description, practice area, billing type, and open date migrate as custom Deal fields (Matter_Number__c, Practice_Area__c, Billing_Type__c, Matter_Open_Date__c). Nutshell's StageName pick-list replaces Aderant's matter status; the migration engineer creates a stage mapping (e.g., Open → 'Negotiation', Closed Won → 'Won') before the run.

Each Aderant attorney record becomes a Nutshell Contact (name, email, phone, title). If the attorney will log into Nutshell as a user, FlitStack resolves their email against Nutshell users to set OwnerId on their responsible deals. Attorneys without Nutshell user accounts are flagged for your admin to create accounts or assign a fallback owner before the migration run.

Aderant allows N attorneys per matter with individual roles and billing rates. Nutshell Deals have one owner and Contact Roles for secondary contacts. FlitStack maps the primary billing attorney to the Deal owner and the full N-attorney list to a custom text field (Multi_Attorney_Reference__c) storing 'AttorneyID|Name|Role|Rate' per attorney, comma-delimited, as a rebuild reference. Contact Roles are created for attorneys who also appear as Contact records.

Aderant time entries (date, attorney, matter, hours, description) have no direct Nutshell equivalent. FlitStack aggregates time entry totals per matter into a custom field (Total_Billable_Hours__c) on the Deal. Individual time entries are preserved in a CSV export delivered alongside the Nutshell migration, so your team can reload the detail into a time-tracking tool of choice.

Aderant invoices and their line items (fees, expenses, LEDES codes) have no Nutshell equivalent. FlitStack preserves invoice number, total amount, outstanding balance, and last payment date as custom fields on the associated Account (Last_Invoice_Amount__c, Outstanding_Balance__c) and Deal (Invoice_Number__c). Detailed invoice line items are exported to CSV for manual reference or import into a dedicated billing tool.

Aderant deadline and docketing tasks map to Nutshell Tasks attached to the corresponding Deal. Original due dates and task descriptions are preserved. Aderant's responsible-attorney field maps to Nutshell's Task owner (resolved by email). Tasks without a matching attorney are assigned to the Deal owner.

Aderant document links and file attachments associated with matters are re-uploaded to Nutshell Files attached to the corresponding Deal or Account. Nutshell's file size limit (25MB per file) applies; documents exceeding this are noted in the migration report for manual handling.

Aderant's conflict check records and their disposition (cleared, waivable, new conflict) have no Nutshell equivalent. FlitStack preserves conflict check status and date as custom fields on the Account (Conflict_Check_Status__c, Conflict_Check_Date__c). The conflict check workflow itself — the process logic — must be rebuilt manually in Nutshell or a third-party conflicts tool.

Aderant's internal matter IDs and client IDs are stored as custom fields (Aderant_Matter_ID__c, Aderant_Client_ID__c) on every Nutshell record they originate from. These IDs enable delta-run de-duplication, audit traceability, and cross-referencing back to the Aderant database for reconciliation after cutover. The IDs are written to every record at migration time, ensuring that subsequent delta runs can match source records to destination records without ambiguity even when record names or numbers change in the source system during the migration window.