Migrate your BackDocket data

Claims are the central object in BackDocket, organized around 22 claim type templates spanning plaintiff, defense, transactional, and specialty practice areas. We map the claim type, status, and associated parties to the destination's equivalent matter or case object, preserving template assignments as a custom field where the target does not support template types natively.

Contact Management is a core feature with a straightforward schema covering client name, contact details, and association to Claims. Standard field mapping applies; we preserve all contact fields and link them to migrated Claims.

Intake records capture new client or case information before a Claim is opened. We map intake fields to the destination's lead or new matter intake form, noting that the destination may use a different lifecycle stage naming convention that requires value mapping.

Task Management is listed as a core feature with workflow automation capabilities. Standard task fields (title, due date, assignee, status) migrate cleanly; we preserve any task sequences set up in BackDocket workflows as ordered task groups in the destination.

Calendar Management covers appointments, court dates, and reminders. We map calendar entries to the destination's calendar object with full date, time, associated claim, and attendee information intact.

BackDocket provides centralized document storage, but document migration depends on whether files are stored in BackDocket's system or in the Onsite Data Warehouse referenced in feature documentation. We assess storage location during scoping and extract files accordingly, mapping them to the destination's document management module.

The Notes section is cited as essential by users and is tightly linked to Claims. We migrate Notes as a child object of the target matter, preserving the association and author/timestamp metadata.

Check Approvals is a financial workflow feature unique to BackDocket. We map approval records to the destination's billing or financial approval object, noting that some destinations may not have a direct equivalent and will require a custom field or invoice record mapping.

BackDocket's workflow automation sequences tasks into defined pipelines. We map workflow definitions to the destination's automation rules, though complex task sequences may need to be rebuilt as automation rules rather than migrated as executable definitions.

Lead Management is listed as a separate feature from Claims, capturing potential clients before intake. We map leads to the destination's lead or opportunity object, preserving lead source and status fields.

Dashboards are a user interface configuration rather than a data object. We do not migrate dashboard layouts directly; instead we ensure the underlying data — KPIs, metrics, and chart sources — is present in the destination so dashboards can be rebuilt by the firm's users.

Quick Search and Advanced Search are interface features for querying existing data. These configurations are not transferable between platforms as they depend on the underlying data schema and indexing logic of each system.