Migrate your Case Status data

Clients are the primary contact records in Case Status. Each client record links to one or more matters and carries basic contact details, email, and phone. We migrate client records 1:1 with field preservation including any custom properties added at the client level.

Matters are the case-level records that form the backbone of the platform. Each matter links a client to a case type, status, and assigned attorney. We preserve matter associations, case numbers, and status history during migration, mapping them directly to the destination's equivalent case or matter object.

Case Status stores document metadata and client-accessible file links rather than the files themselves in many configurations. We migrate document references and association metadata; actual file assets require a separate file transfer step coordinated with the firm's document management system.

Client portal accounts are separate from the client contact records and include login state, notification preferences, and access permissions. We migrate portal account status and preferences, ensuring clients retain portal access credentials after cutover where the destination supports an equivalent portal.

Message threads between attorney and client are stored with timestamps, sender/recipient references, and content. Thread history transfers cleanly, but attachment references must be validated against the document migration step. AI triage flags on messages are not consistently exposed via the API and may require manual note creation.

Firms build automation sequences for client updates, reminders, and status change notifications. These are structured as workflow rules in Case Status. We map the existence of automations to the destination CRM but do not auto-recreate the automation logic, as the triggering conditions and action types vary significantly between platforms.

Both client records and matter records support custom properties defined by the firm. These store as key-value pairs that we capture and write to destination custom fields. We flag any custom properties that reference Case Status-specific picklist values requiring remapping.

Case Status tracks Net Promoter Score and client feedback via the Client Feedback Tracker. These records include score, date, and optional comment text. We migrate the feedback scores and comments as a custom object or custom fields at the destination, depending on what the target CRM supports.

Case Status does not function as a billing or time tracking system. Firms that need billing data migrated must source that from their primary practice management platform (Clio, PracticePanther, MyCase). We do not migrate billing objects from Case Status because they do not exist there.

Matters and clients can be tagged for categorization. Tags map as flat label fields at the destination. We flag any tags that serve a functional role (e.g., triggering automations) because the tag-to-action linkage will not transfer automatically.