Migrate from Assembly Trialworks to Nutshell

Cases map to Nutshell Deals as the primary record. Case number, court name, statute of limitations, and responsible attorney fields are created as custom fields on the Deal. Each Case generates one Deal; the Deal name defaults to the case number or case short name.

Parties map to Nutshell Person records. We preserve the party role (Plaintiff, Defendant, Opposing Counsel, etc.) as a custom field on the Person so the litigation role is visible without a separate object. Multiple parties on one case link to the same Deal via Nutshell's deal association.

Attorney contacts with bar number, firm name, and contact details map directly to Nutshell Person records. The attorney role is stored as a custom Person field. Links to the opposing or co-counsel are preserved as Person-to-Person relationships where the CRM allows.

Assembly documents are exported from the hosted file system, downloaded with their folder and tab categorization preserved. We re-upload them as Nutshell Files linked to the corresponding Deal (or Person for attorney documents). Assembly's document category (tab) is stored as a custom tag field in Nutshell.

Assembly docketing entries (Fast Track court dates, deadlines, statute dates) map to Nutshell Activities. A Task is created for each docket entry with the due date as the activity date, the matter/case as the related Deal, and the court or deadline type as the task name. We cannot replicate docketing-only views in Nutshell — these are surfaced as rebuild reference exports.

Assembly custom fields on cases (e.g., insurance carrier, case type, venue, jurisdictional tags) are created as matching custom fields on Nutshell Deals. Field types are translated: pick-lists become Nutshell choice fields, dates become date fields, free text becomes text fields. We flag any Assembly field that cannot be represented in Nutshell's supported types.

Insurance carriers and adjusters on a case are modeled as two records in Nutshell: the carrier organization as an Account and the adjuster contact as a Person linked to that Account. This captures the organizational relationship while keeping the adjuster's contact details accessible on the Deal.

Assembly user assignments (paralegal, associate, partner) map to the responsible attorney Person record on the Deal. We match by email to Nutshell users; any Assembly user without a matching Nutshell account is flagged for admin review before migration. Role assignments are stored as custom Person fields to preserve the original staff designation on each case.

Prospective client records in Assembly that have not yet opened a case map to Nutshell Leads. Basic contact information (name, phone, email, referral source) transfers directly. Once a case is opened in Assembly, the corresponding Lead in Nutshell is converted to a Person and linked to the Deal.

Assembly document templates (Word, PDF forms generated within TrialWorks) have no direct equivalent in Nutshell. We provide a full export of template filenames and storage locations as a rebuild reference for your team to set up in Word, PDF form tools, or Nutshell integrations post-migration.

Assembly Fast Track rules and docketing automations have no Nutshell equivalent. We export the workflow definitions (rule names, triggers, actions) as a structured reference document so your team can implement equivalent automation in Nutshell or a connected tool like Zapier after migration.

Assembly SQL-built dashboards and reporting templates cannot be migrated. The underlying data (cases, parties, documents, activities) migrates in full. We provide a dashboard export showing each report's dimensions, filters, and chart types as a specification for rebuilding in Nutshell's built-in reporting or an external BI tool.