Migrate from Captorra to Nutshell

Captorra person records (intake contacts) map directly to Nutshell People. Fields including name, email, phone, and address transfer 1:1. Original create date is preserved as a custom datetime field since Nutshell sets CreatedDate at import time. The custom field (Original_Create_Date__c) captures the exact original creation timestamp for historical reporting and sorting by record age.

Captorra records that have not been converted to a matter map to Nutshell Leads. These include unqualified prospects captured through Captorra's intake form but not yet assigned to a case or attorney. The Lead captures the same contact fields plus intake-specific source attribution. Unconverted intake records retain their original intake form data for downstream follow-up.

Captorra companies (law firms, opposing counsel, referral sources) map to Nutshell Companies. Company name, address, website, and industry map directly. Captorra's custom firm-level fields surface as Nutshell Company custom fields. This ensures that firm-specific metadata like referral partner status or opposing counsel details are preserved in the new CRM environment.

Captorra's intake record or matter becomes a Nutshell Deal. The intake status (New, Assigned, Working, Pending, Closed) maps to a custom pick-list field on the deal, while the Nutshell pipeline stage represents the current sales or engagement phase — these are separate concepts and both are preserved. The dual-track status system maintains both legal matter lifecycle and sales pipeline visibility simultaneously.

Captorra's matter-status field (e.g., New, Assigned, Working, Pending, Closed) has no direct equivalent in Nutshell's standard deal fields. We create a custom pick-list field (Intake_Status__c) on the Deal object to preserve the original matter status for reference and reporting continuity. This field is informational only and does not control Nutshell's pipeline stages.

Captorra tracks where each intake lead originated (partner referral, online form, advertising, etc.). This maps to a custom field on Nutshell Person or Lead (Referral_Source__c) as a pick-list or free-text field depending on the source value variety and your reporting needs. The field preserves lead attribution data that Captorra captured during the intake process.

Captorra notes and completed activity history (calls logged, tasks completed, emails associated with an intake) map to Nutshell Activities and Notes. Original timestamps, owners, and parent-record links are preserved so the engagement history carries over. This ensures your team can view the complete interaction timeline for each client or matter in Nutshell.

Captorra owner or assigned attorney resolves by email match against Nutshell Users. Unmatched owners are flagged before migration and assigned to a fallback owner — no record lands without a resolved owner. The email-based resolution ensures accurate ownership attribution when attorney email addresses exist in both systems.

Any Captorra custom fields not covered by the standard mapping (e.g., Insurance_Provider__c, Accident_Type__c, Statute_of_Limitations__c) are created as Nutshell custom fields on the relevant object (Person, Company, or Deal) with matching field type — pick-list, text, date, number, or currency. Each field is validated against Nutshell's supported types before migration.

Captorra's ROI analytics fields (case value, expected settlement, contingency percentage) map to custom currency or number fields on the Nutshell Deal. These do not affect Nutshell's standard Amount field — they are additive for law-firm reporting needs. Financial metrics remain accessible for case evaluation and settlement tracking within the CRM environment.