Migrate from Assembly Neos to HighLevel

Assembly Neos clients map directly to HighLevel Contacts. The primary contact name, email, phone, and address fields translate field-for-field. Clients without an associated company land as standalone contacts; clients with a firm association also create a Company record in HighLevel.

Assembly Neos matters map to HighLevel Opportunities, staged within a Pipeline that mirrors the matter's status (e.g., Open, Pending Review, Closed Won, Closed Lost). The matter number or case reference becomes the Opportunity name with a custom Source_Matter_ID__c field for traceability back to Assembly Neos.

Assembly Neos matter statuses (New, In Progress, Awaiting Review, Closed) map value-by-value to HighLevel Pipeline stages. We preserve the original status-entered timestamp as a custom datetime field since HighLevel's stage-history model tracks changes differently.

HighLevel has no native billing or time-tracking object. Each matter's time entries (date, duration, description, billing rate) migrate as a JSON-serialized custom field on the corresponding Opportunity plus individual Tasks representing each entry. Reporting on historical time data requires a custom dashboard.

Assembly Neos documents attached to matters re-upload to HighLevel as Files associated with the matching Opportunity (and optionally the related Contact). Original file names and upload timestamps are preserved. Large document volumes may require batched processing due to API rate limits.

The law firm's own organization record in Assembly Neos migrates as a HighLevel Company. This is useful as the parent entity for client contacts when representing the firm's brand in HighLevel's CRM for internal use cases.

Assembly Neos assigns a responsible attorney to each matter. We resolve by email match against HighLevel users. Unmatched attorneys are flagged before migration — the team either creates HighLevel users or assigns their matters to a fallback owner.

Assembly Neos custom fields on clients and matters map to HighLevel custom fields on the target object. Field types are preserved (text, number, pick-list, date). Pick-list values requiring value-mapping if the source and destination options diverge. We recommend pre-creating custom fields in HighLevel before migration.

Assembly Neos tasks and checklist items on matters migrate as HighLevel Tasks linked to the corresponding Opportunity. Original due dates, assigned users, and completion status transfer. Recurring task patterns do not translate — these must be rebuilt as HighLevel Workflow triggers.

Assembly Neos e-payment configuration (LawPay account ID, trust account references, billing preferences) has no HighLevel equivalent — these are preserved as read-only custom text fields for reference. Actual payment processing must be reconnected in HighLevel's Payments settings.

Assembly Neos calendar events linked to matters migrate as HighLevel Tasks with due dates and descriptions. We do not replicate Outlook or external calendar synchronization — HighLevel's calendar integrations must be reconfigured post-migration.

Assembly Neos tags on clients and matters migrate as HighLevel Tags. Tags are applied to the mapped Contact or Opportunity record. HighLevel's tag-based segmentation in SmartLists and Workflow triggers mirrors the use case.

Assembly Neos integrates directly with QuickBooks Desktop and Online for legal accounting. HighLevel has no native accounting module. We preserve the QuickBooks connection reference as a custom field; accounting must continue in QuickBooks and be reconnected or replaced post-migration.

Assembly Neos custom workflows tied to case types, milestones, and checklists have no structural equivalent in HighLevel. We export the workflow definitions as a reference document for your team to rebuild using HighLevel's Workflow Builder. This is not a data migration item.