Migrate from Assembly Trialworks to Zoho CRM

Trialworks Clients — plaintiffs, defendants, insurance carriers, and other legal parties — map to Zoho Accounts. Account.Name receives the client name, Account.Website captures domain data when available, and industry is set via custom field or left blank. Multiple clients per case use Zoho linking modules since Trialworks supports N:M client-to-case relationships.

Trialworks Contacts (attorneys, medical providers, adjusters, witnesses) map 1:1 to Zoho Contacts. Full name splits into First Name and Last Name, email and phone map directly, and job title maps to Zoho's Title field. Contacts without a primary client company land as unassigned in Zoho and are flagged for resolution.

Trialworks allows multiple Clients and multiple Contacts to associate with a single Case (N:N). Zoho uses a linking module approach for many-to-many relationships. We create a custom 'Case Party' or 'Matter Association' linking module in Zoho and populate it with the Client-Case and Contact-Case relationships, preserving the association role (Plaintiff, Defendant, Insurer) from Trialworks.

Trialworks Cases are the central legal matter record and map directly to Zoho Deals (the module API name). Deal Name receives the case caption or matter ID, Amount captures the damages or billing amount, StageName holds the case status (Active, Closed, Pending), and CloseDate maps the case close or settlement date. The Trialworks case number is preserved in a custom Source_Case_Number__c field.

Trialworks stores practice area, case type, statute of limitations date, insurance carrier name, adjuster name, adjuster phone, lien status, lien amount, and medical provider as native or custom Case fields. Each becomes a corresponding Zoho custom field on the Deal module. Statute of limitations is a date field; lien amount is a currency field; case type and practice area use pick-list custom fields with Trialworks values mapped 1:1.

Trialworks FileIT documents attach to case tabs and include filing date, category, and author metadata. We download each file, re-upload it to the corresponding Zoho Deal or Contact as an attachment, and write the document category, filing date, and author as Zoho custom fields. Files exceeding Zoho's 25MB per-attachment limit are flagged for manual handling or chunked upload.

Trialworks calendar entries — hearings, depositions, filing deadlines, client meetings — map to Zoho Events. Event Subject receives the Trialworks event title, Start DateTime and End DateTime are preserved, Location captures the courtroom or conference room, and Description holds the full event notes. Reminder settings are converted to Zoho Event reminder rules.

Trialworks Tasks (to-do items, filing deadlines, follow-up reminders) map to Zoho Tasks. Subject, Due Date, Priority, and Status map directly. Open and Completed statuses from Trialworks translate to Zoho Task status values. Unassigned tasks are flagged for owner resolution using the same email-matching logic applied to contacts and deals.

Trialworks case notes and pleading text blocks migrate as Zoho Notes attached to the corresponding Deal. Note Title receives the pleading or note title from Trialworks, Note Body carries the full text content, and Created DateTime preserves the original Trialworks entry timestamp. Rich-text formatting is maintained where Trialworks supports it; plain text is preserved verbatim otherwise.

Trialworks time entries and billing records have no direct Zoho equivalent. We map billable time entries to Zoho Tasks with custom fields for hours worked, hourly rate, billing description, and payment status. Firms using Zoho Books can route billing data to that module instead via a post-migration sync. Unpaid and paid statuses from Trialworks translate to custom pick-list values in Zoho.

Trialworks workflows, case escalation rules, and deadline automation are platform-native and do not migrate to Zoho. These must be rebuilt using Zoho Blueprint, Workflow Rules, and Deluge custom functions after migration. We provide an export of Trialworks workflow definitions as a rebuild reference for your Zoho administrator or consultant.