Migrate from Bridgify to Nutshell

Bridgify Party records (individuals associated with litigation matters) map directly to Nutshell People. We preserve party role in case as a custom pick-list field (Party_Role__c) so the relationship context is retained. Email addresses resolve against Nutshell users for owner assignment.

Bridgify Organization records (corporate parties, fund entities, institutional investors) map to Nutshell Companies. Organization type (Plaintiff Corp, Defendant Corp, Funder, Guarantor, etc.) migrates as a custom pick-list field (Org_Type__c) since Nutshell Company has no native type classification. Website URL, physical address, and primary contact information carry over directly. We validate domain uniqueness to prevent duplicate company records in Nutshell.

Bridgify Case is the primary portfolio record. We map Case to Nutshell Deal with Case Name as Deal Name, Litigation Amount as Deal Amount, and Case Status mapped to a dedicated Nutshell pipeline called 'Litigation Portfolio' with stages: Filed, Discovery, Mediation, Settlement, Closed. Case Number stored as a custom text field (Case_Number__c) for portfolio reference.

Bridgify tracks which Parties are involved in which Cases with a role label. Nutshell has no native case-party association object. We map this as a custom junction field on the Deal record listing associated party IDs and roles. For parties who are also primary contacts in Nutshell People, the link is stored in Party_Associated_Cases__c custom field.

Bridgify Documents (pleadings, evidence, correspondence) attached to cases are re-downloaded from their Bridgify-hosted URLs and re-uploaded to Nutshell as Files attached to the corresponding Deal record. Document type (Pleading, Evidence, Correspondence, etc.) stored as a custom pick-list on the file or as a Note with a type label. Original file names preserved.

Bridgify Loan and Collateral records track fund deployment metrics (LTV, IRR, MOIC, collateral type, loan amount) linked to a Case. These map as custom numeric fields on the Nutshell Deal: Loan_Amount__c, LTV__c, IRR__c, MOIC__c, Collateral_Type__c. If a Case has multiple loans, we create one Deal per loan record and link them via a parent Deal field.

Bridgify activity history associated with cases — call logs, email threads, task completions — migrates to Nutshell Activities (Tasks and Emails) linked to the corresponding Deal or People record. Original timestamps and assigned users (resolved by email) are preserved. Nutshell's activity feed displays these in chronological order on the record.

Bridgify scenario tools store outcome projections and model assumptions per case. We migrate scenario labels and projected values as custom text/number fields on the Nutshell Deal (Scenario_Name__c, Projected_Outcome__c, Model_Assumptions__c). Scenario comparison logic does not migrate — rebuilding in Nutshell requires manual input or a custom reporting view.

Bridgify's real-time docket updates from Bloomberg Law are a live integration feed, not stored records. These cannot be migrated as static data. Nutshell has no Bloomberg Law connector. Teams must either subscribe to Bloomberg Law separately and re-establish the integration, or use Nutshell's native webhooks to build a custom docket feed.

Bridgify user records (attorneys, paralegals, portfolio managers) are mapped to Nutshell People with a custom field User_Type__c set to 'Internal Team'. They are matched to Nutshell users by email address. Users without a matching Nutshell account are flagged before migration so the team can provision accounts or reassign records.