Migrate your Assembly Trialworks data

Matters is the primary case container in Trialworks. We export the full Matter record including case number, status, type, responsible attorney, paralegal, and opened/closed dates. Standard fields map 1:1 to destination Matter or Case objects.

Client records contain name, contact information, address, date of birth, and client type. We preserve all standard fields. Custom client properties require field-level mapping to the destination schema.

Trialworks supports multiple Party types (defendant, co-defendant, insurer, etc.) per Matter. Party-to-Matter associations are stored as relational records. We export all Party links and reconstruct them in the destination, mapping Party type values to the destination's equivalent taxonomy.

Claims are a structured sub-record attached to a Matter capturing claim type, amount, status, and description. Destination platforms often flatten Claims into custom Matter fields or a separate Claims object. We map the claim structure and flag any loss of relational fidelity.

Trialworks stores documents in a Casefiles folder structure with a proprietary index database. The FileIT utility imports local files into the case structure. We extract documents from the Casefiles directory and re-associate them to the correct Matter in the destination using the index as our mapping key.

Bill records include time entries, expense items, retainer tracking, and payment history. Trialworks bills are often tightly coupled to the SQL schema. We export bill headers and line items and map them to the destination's invoice or billing object, noting any fee structure differences.

Calendar entries are stored in Trialworks with date, time, matter association, attendee, and reminder fields. We export events and import them as calendar records in the destination, applying the correct timezone and noting any all-day versus timed event discrepancies.

Task records include due date, assignee, priority, status, and matter association. Task ordering and subtask hierarchies vary by firm. We export flat task lists and reconstruct them, flagging any subtask chains that do not map directly to the destination's task model.

Trialworks allows firms to define custom fields on Matters, Clients, Parties, and other objects. These are stored in the SQL schema as additional columns. We export all custom field values and map them to destination custom fields, requiring a discovery pass to identify which custom fields exist in each firm's database before migration.

Contact records include name, company, role, phone, email, and address. We export all contacts including attorney contacts, expert witnesses, and vendor contacts. Standard fields map cleanly to most destination CRM contact objects.

Trialworks organizes documents into named tabs (Medical Records, Pleadings, Correspondence, etc.) within each case. These are configured per firm. We export tab assignments and recreate the same structure in the destination, applying the firm's tab taxonomy.

Trust account balances and transaction histories are stored in Trialworks. We export the trust ledger entries and map them to the destination's trust or escrow accounting module, noting any currency or multi-currency handling differences.