Migrate from Assembly Neos to Freshsales

Assembly Neos stores attorney, paralegal, and client contacts under one Contact object. Freshsales splits these into Lead and Contact objects based on lifecycle stage — existing clients and matter contacts route to Contact; referral sources and new prospects route to Lead. The split is determined by whether the contact has an associated open Matter in Assembly Neos.

Assembly Neos Client maps directly to Freshsales Account. Client name becomes Account Name, address fields map one-to-one, and industry classification is preserved via a value-mapped Industry pick-list in Freshsales. Clients with multiple associated Matters link to the primary Matter's Deal.

Assembly Neos Matter becomes Freshsales Deal. Matter name maps to Deal Name, open/close dates map to Freshsales Close Date, and matter status (Open, Pending, Closed) is mapped via a value-mapping table to Freshsales Deal Stage values. The Assembly Neos Matter Number is preserved as a custom field for case-reference continuity.

Practice area, assigned attorney, opposing counsel, court venue, judge, and cause-of-action fields from Assembly Neos have no direct Freshsales equivalent. FlitStack creates Freshsales custom fields on the Deal object for each one, preserving the original data type (pick-list, text, date, or lookup). If your Freshsales plan lacks custom module support, these fields are scoped to the Deal object.

Assembly Neos documents are downloaded and re-uploaded as Freshsales Files attached to the corresponding Deal record. Document name becomes the File title; original upload timestamps are preserved in a custom datetime field on the file. Files over 25MB are chunked before upload to respect Freshsales file-size limits.

Assembly Neos time entries have no Freshsales native equivalent. FlitStack creates a custom object in Freshsales to store attorney name, date, hours logged, billing rate, and matter association. If your Freshsales plan is not Enterprise (required for custom modules), time entries are stored as custom fields on the Deal with a note indicating they require reconciliation in your billing system.

Assembly Neos generates invoices with line items, trust ledger entries, and payment history. Freshsales has no billing module — invoices are migrated as a custom object (or Deal custom fields on Enterprise plans) containing invoice number, date, amount, status, and client link. Payment history is preserved as a child record on the Invoice custom object.

Assembly Neos case tasks map directly to Freshsales Tasks. Subject, due date, priority, and assigned user transfer as-is. Task status (Open, Completed, Overdue) maps to Freshsales Task Status via value mapping. Open tasks associated with a Matter link to the corresponding Deal record via Freshsales' WhatId lookup.

Assembly Neos users (attorneys, paralegals, admins) are resolved by email match against Freshsales User records. Unmatched users are flagged before migration — your team either provisions Freshsales licenses for them or assigns their records to a fallback owner. Owner display name and role title transfer as custom fields on the Deal.

Assembly Neos logged emails map to Freshsales Activity records on the corresponding Contact or Lead. Subject, body preview, sent/received timestamp, and sender/recipient email addresses transfer as-is. The original email body is attached as an HTML file if it exceeds Freshsales' inline body character limit.

Assembly Neos calendar events (depositions, court dates, client meetings) transfer to Freshsales Events. Event title becomes Subject, start/end times are preserved, and the event is linked to the relevant Deal or Contact. Recurring events are flattened into individual Freshsales Event records with a custom recurrence-identifier field.

Assembly Neos integrations with QuickBooks, DocuSign, RingCentral, and Microsoft 365 cannot be migrated. Connection credentials and OAuth tokens are not transferable. FlitStack documents each active integration as a rebuild checklist item so your admin can re-establish connections in Freshsales via Freshworks Marketplace or webhook configuration.