Migrate from Assembly Neos to Nutshell

Neos stores client/person records as contacts. FlitStack AI maps these directly to Nutshell People. The person's name, email, phone, and address fields transfer as direct field-level mappings. Neos contact IDs are preserved as a custom field for traceability, and cross-referencing during reconciliation.

Neos companies (law firms, opposing counsel, insurance carriers) map to Nutshell Accounts. Company name, domain, industry, and employee count fields map directly. Parent-child company hierarchies in Neos map to Nutshell's parent Account relationship, and any secondary addresses are carried over as address records in Nutshell.

Neos matters have no native Nutshell equivalent. We extract matter name, case number, case type, and status, then store them as custom fields on the linked Person record and on Nutshell Deals that represent active client engagements. Case type becomes a custom pick-list field in Nutshell.

Neos notes attached to a contact or case transfer as Nutshell Notes linked to the corresponding Person record. Original timestamps and author information are preserved. Rich-text formatting is converted to Nutshell's note format. Any embedded links or attachments are preserved as file links in the note.

Neos calendared deadlines map to Nutshell Tasks with due dates. Statute of limitations and court deadlines that are critical in legal settings become high-priority tasks in Nutshell. Recurring deadlines map to Nutshell task recurrence where supported. Each task also records the original Neos deadline type for reference.

Neos custom fields on matters (lien status, provider name, settlement stage) require new custom fields in Nutshell. FlitStack AI creates these fields during the migration plan phase and maps values field-by-field. Multi-select pick-lists require value-by-value mapping, and validates that each pick-list value appears in the Nutshell pick-list definition.

Neos file attachments (contracts, correspondence, medical records) re-upload to Nutshell as file attachments on the Person record. Original filenames and upload timestamps are preserved. Large files are chunked per Nutshell's upload limits. The system also records the file's original storage location for audit purposes.

Neos attorney and staff assignments resolve to Nutshell users by email match. Unmatched owners are flagged before migration so you can assign them to Nutshell accounts or reassign records before the full run. This ensures every record has a responsible owner in the new CRM.

Neos treatment tracking and provider information has no native Nutshell equivalent. We preserve this as structured notes on the Person record with a custom field indicating provider name, treatment type, and status. You may also create a custom Nutshell object for provider records.

Neos trust account balances and transaction history cannot migrate to Nutshell. Nutshell does not support financial ledger or escrow accounting. Trust accounting must remain in dedicated legal accounting software such as CosmoLex or Clio Billing. We export the ledger as a CSV for your records.

Neos document templates with merge fields and conditional logic cannot transfer. Nutshell has no document assembly feature. Templates must be rebuilt outside Nutshell using a dedicated document generation tool or migrated separately to a replacement platform. FlitStack AI exports a JSON schema of each template for reference during reconstruction.

Neos case intake workflows, medical records triggers, and milestone automations have no Nutshell equivalent. Sales sequences in Nutshell can replace basic follow-up automation, but legal-specific workflow logic must be documented and rebuilt manually or with Nutshell's automation builder. All workflow steps, conditions, and time triggers are exported as a reference map.