Migrate from Aderant Expert to Twenty CRM

Each Aderant matter maps to one Twenty Opportunity. Matter Name becomes Opportunity Name, Matter Open Date becomes a custom field Original_Matter_Open_Date__c, and Matter Status maps to Opportunity Stage via value mapping (Open/Active → Open, Closed Won → Won, Closed Lost → Lost). The attorney assigned to the matter resolves to Twenty's Opportunity Owner by email match against Workspace Members.

Aderant stores the client name as a field within the Matter record. We split this into a Twenty Person (the individual contact at the firm) and a Twenty Company (the client organization). If the Aderant client is an individual, it maps directly to a Person. If it is a company, it maps to a Company record with the contact person linked via the companyId field.

Aderant attorneys and timekeepers map to Twenty Workspace Members. Each attorney record is matched by email address to an invited Twenty user. The attorney's name populates the WorkspaceMember display name. If an attorney has no email in Aderant, a placeholder email is generated and flagged for admin review before migration runs.

Aderant's bill rate (hourly rate for the matter's responsible attorney) has no native equivalent in Twenty. We create a custom number field Billing_Rate__c on the Opportunity object and populate it from Aderant's bill rate field. This preserves rate information for reporting but requires the custom field to be created in Settings → Data Model before import.

Aderant time entries (date, hours, activity description, billable flag) merge into Twenty. Billable hours sum to a custom number field Total_Billable_Hours__c on the related Opportunity. Individual time entry descriptions populate Task records linked to the Opportunity. Timekeeper attribution is preserved by setting the Task assignee to the matching Workspace Member.

Aderant cost records (cost type, amount, description) do not have a native Twenty equivalent. We create a custom text field Cost_Summary__c on the Opportunity that concatenates all cost entries for that matter: cost type, amount, and date formatted as a structured string. Each cost type is also available as a separate custom number field if the firm's cost reporting requires granular analysis.

Aderant practice areas (Litigation, Corporate, Real Estate, etc.) have no native equivalent in Twenty's Opportunity model. We create a custom select field Practice_Area__c on Opportunity with pick-list values matching the Aderant practice area values. The value list is reviewed with the firm before migration so deprecated values can be archived rather than imported.

Aderant invoice and payment history (amount, status, date, client reference) does not map cleanly to Twenty's CRM data model. We preserve invoice total as a custom currency field on the Opportunity and payment status as a custom select field. The full invoice and payment line-item detail is exported to a CSV file and stored as a reference attachment — rebuilding this as a custom object in Twenty is available at the firm's option.

Aderant matter notes and document references migrate as Twenty Note records attached to the related Opportunity. The Note body carries the original text. Document file names are preserved but file attachments require re-upload to Twenty's storage or a linked external location — the original files are not migrated automatically.

Aderant conflict check history (searched parties, date, result, reviewing attorney) has no native equivalent in Twenty's data model. We offer a custom object Conflict_Check__c in Twenty with fields for searched party, check date, result, and reviewing attorney. The firm decides whether to import full conflict history or surface it as a linked PDF reference.

Aderant trust account balances and transaction records are legal-specific accounting data that Twenty's CRM model does not support natively. We map trust balance as a custom number field on the Opportunity. Full transaction history is exported as a CSV file and can be imported as a custom object Trust_Transaction__c if the firm chooses to recreate the accounting detail in Twenty.

Aderant's Originating Attorney field (the partner who opened the matter) is distinct from the Responsible Attorney. Since Twenty's Opportunity has a single Owner field, we create Originating_Attorney__c as a custom field on Opportunity and populate it from Aderant's originating attorney value, resolved by email match to Workspace Members.