Migrate from Bilr to Salesforce Sales Cloud

Bilr clients map to Salesforce Accounts. The client name migrates to Account.Name, and address/phone data maps to standard account fields. If the client is an individual (sole practitioner), the record migrates as a Person Account if that feature is enabled in the Salesforce org.

Bilr contacts map to Salesforce Contacts with AccountId populated from the parent client. If a Bilr contact has multiple associated clients, the primary client (most recent matter) becomes the AccountId; other client links surface as Account Contact Relationships. If a contact is linked to more than one client, the secondary associations are recorded as Account Contact Relationships, allowing you to query all related clients from the contact record.

Bilr matters are legal cases or projects that map to Salesforce Opportunities. The matter name becomes Opportunity.Name, and the matter's status (active, closed) maps to Opportunity Stage values. Each Bilr matter type (litigation, corporate, estate) can map to a Salesforce Record Type for page-layout variation.

For matter types focused on client service tracking rather than revenue, Bilr matters map to Salesforce Cases. This requires setting up Case record types per matter category. Status values map value-by-value to Salesforce Case Status pick-list. Each Case record type can have its own page layout and Case Status values, so practice‑area workflows are reflected accurately in Salesforce.

Bilr time entries map to Salesforce Tasks with custom fields for billing rate, billing status, and timekeeper. The WhoId links to the Contact; the WhatId links to the Opportunity or Case representing the matter. Original date, duration, and description are preserved in custom fields.

Bilr invoices do not have a native Salesforce equivalent. We create a custom Invoice__c object with fields for invoice number, date, amount, status, and related Account and Opportunity lookups. Line items migrate to a related Invoice_Line__c custom object. The Invoice__c object also includes a lookup to the originating Bilr invoice ID for traceability and supports custom reports on outstanding balances.

Trust account transactions (receipts, disbursements, transfers) have no Salesforce equivalent. We create Trust_Transaction__c with fields for transaction type, amount, date, client reference, and running balance. This serves as an audit object for compliance. The object also stores the originating Bilr trust account ID, enabling reconciliation against external legal accounting systems if needed.

Bilr expenses map to Tasks with custom expense fields (amount, category, reimbursable flag). For detailed expense reporting, a custom Expense__c object is created with a lookup to the related matter (Opportunity or Case). The Expense__c object also captures the expense date, vendor, and payment method, supporting comprehensive spend analysis across practice groups.

Bilr custom fields on matters (practice area tags, billing tier, referral source) migrate to Salesforce custom fields on the Opportunity object using the __c suffix convention. Field-level security and page layout assignments are documented in the migration plan. During migration, each custom field’s data type, pick‑list values, and default settings are verified against the source to ensure accurate translation.

Bilr timekeepers (attorneys, paralegals) map to Salesforce Users by email match. Unmatched timekeepers are flagged for admin review before migration. Their billing rates and roles are preserved in custom fields on the User record. If a timekeeper’s email domain differs, a custom matching rule can map the domain to the correct User record, ensuring consistent OwnerId assignment across all matters.