Migrate from Bilr to Nutshell

Bilr's client record maps directly to Nutshell Person. Client name splits into firstName and lastName where present; single-name clients preserve the full name in firstName. Primary contact email, phone, and address fields map directly. Multi-contact clients require additional Person records linked to the same company.

Bilr's client organization (law firm or corporate legal department) maps to Nutshell Company. Company name, website, industry, and address fields migrate directly. Parent-subsidiary relationships in Bilr map to Nutshell's parent company field. Multi-office clients collapse to one primary Company record in Nutshell.

Bilr matters are the primary unit of work in the source platform. Each matter maps to a Nutshell Deal with a custom Matter_Number__c field holding the original Bilr matter identifier. Matter status (open, closed, pending) maps to Nutshell Deal stage. Matter description migrates as the Deal description field. Billing arrangement and retainer status migrate as custom fields on the deal.

Bilr practice areas (e.g., Litigation, Corporate, Real Estate) map to Nutshell pipeline stages. If Bilr uses multiple practice-area tags per matter, the migration creates one Deal per matter and tags the dominant practice area as the stage; additional practice areas preserve as a custom multi-select field on the Deal.

Bilr's attorney assignment maps to a custom Attorney__c text field on the Nutshell Deal for reference. Owner resolution attempts to match the attorney's email to a Nutshell user; matched users become the Deal owner. Unmatched attorneys are flagged so your team can assign them to Nutshell users before the full migration runs.

Bilr's non-attorney staff assignments on matters map to custom text fields on the Nutshell Deal. Nutshell does not have a native staff-assignment model on Deals, so these are preserved as reference fields. Multiple staff members are comma-separated in the custom field value.

Bilr notes, communications log entries, and meeting records map to Nutshell Tasks. Subject line maps to Task name, body maps to Task description, and created date maps to the original timestamp. Each Task is linked to the corresponding Person and Deal record by reference ID. Activity type (call, email, meeting) maps to Task category or a custom activity-type field.

Bilr documents attached to matters are downloaded and re-uploaded to the corresponding Nutshell Deal record. File size limits follow Nutshell's attachment constraints. Documents that exceed size limits are flagged for manual handling. Inline images in notes are extracted and rehosted as separate file attachments.

Bilr billing rates and fee arrangements (hourly, flat, contingency) have no Nutshell equivalent. These migrate as a custom text or pick-list field (Fee_Arrangement__c) on the Deal. Actual invoice history and trust ledger records do not migrate — those stay in Bilr for billing continuity.

Bilr trust accounting balances and retainer amounts have no Nutshell equivalent — Nutshell does not include trust accounting. We migrate the most recent trust balance as a custom currency field (Trust_Balance__c) on the Deal for reference, but your firm should maintain trust accounting in Bilr or a dedicated legal billing system post-migration.