Migrate from BackDocket to Freshsales

BackDocket contacts (parties on a case) migrate as Freshsales Contacts. Each contact's primary role label (Plaintiff, Defendant, Witness) is preserved as a custom pick-list field (Party_Role__c) on the Contact record. Multiple roles per contact across cases collapse to the most-recent role by default unless your team specifies a precedence rule.

BackDocket contacts flagged as prospective clients (not yet opened as a case) route to Freshsales Leads. Leads preserve the original intake date and referral source. Once a BackDocket contact is associated with an opened case, the corresponding Freshsales record becomes a Contact linked to an Account and Deal.

Each BackDocket case becomes a Freshsales Deal. The case name maps to Deal name, case status maps to Freshsales Deal stage via value-mapping, and open/close dates map to Deal creation date and expected close date. BackDocket case IDs are preserved in Freshsales Deal records as Source_System_ID__c for reconciliation.

BackDocket cases are linked to an Account representing the client entity. When a BackDocket case has a primary client party, that party becomes an Account, and the case becomes a Deal linked to that Account. The Account stores client-level fields: company name, jurisdiction, and primary contact information.

BackDocket allows multiple parties (plaintiff, defendant, co-counsel, expert witness) on one case. Freshsales Accounts have a primary contact plus Account Contact Relations for additional parties. We map the primary client to Account.Primary_Contact__c and secondary parties to Account_Contact_Relation records with a Role custom field replicating BackDocket's party labels.

BackDocket tasks migrate as Freshsales Tasks with original due dates, priority levels, and owner assignments preserved. The owner resolves by email match against Freshsales users. Tasks linked to a specific case carry the corresponding Deal ID as WhatId so task context is visible within the deal timeline.

BackDocket calendar events (court dates, deposition schedules, filing deadlines) migrate as Freshsales Events. Original start/end timestamps and location details are preserved. Events linked to a case carry the Deal ID as WhatId for calendar-view context within the deal. The original owner of each event is also preserved, and any recurrence patterns are captured as series data where supported.

BackDocket file attachments (PDFs, DOCX, images) are downloaded and re-uploaded to Freshsales native file storage. Each file is linked to the relevant record (Contact, Account, or Deal) via ContentDocumentLink. Original file names, sizes, and upload timestamps are preserved as metadata fields.

BackDocket intake records capture referral source (court referral, online intake form, attorney referral, walk-in). These values map to Freshsales Lead Source pick-list values. Any BackDocket intake source not matching a Freshsales default is added as a custom Lead Source pick-list value before migration.

BackDocket custom fields on cases (practice area, jurisdiction, statute of limitations, case value) become Freshsales custom fields on the Deal object. Data type conversion applies: text fields map to Text, numeric fields to Number, date fields to Date. Pick-list custom fields in BackDocket map to Freshsales pick-list or multi-select pick-list based on field configuration.

BackDocket contact-level custom fields (bar number, bar state, referral discount code) migrate as Freshsales custom fields on the Contact object. Growth-plan accounts: custom fields limited to basic types. Pro and Enterprise: advanced custom fields with dependent pick-lists and formula fields are fully supported.

BackDocket staff members (attorneys, paralegals, admins) are matched to Freshsales users by email address. Unmatched users are flagged before migration. You can either invite unmatched users to Freshsales or reassign their BackDocket records to a fallback user before the migration window opens.