Migrate from Case Status to HighLevel

Scope Case Status schema and export plan

FlitStack AI connects to your Case Status account via API using scoped read access. We inventory all contacts, matters, documents, tasks, appointments, custom fields, and user accounts. We generate a field-level mapping document showing every Case Status field and its corresponding HighLevel destination. You review and approve the mapping before migration begins. If your Case Status setup uses custom fields not visible in the API, we flag those for manual field creation in HighLevel.

Create HighLevel custom fields and pipeline structure

Before data loads, your HighLevel admin creates the custom fields needed for matter data: Case Number, Case Type, Court Name, Opposing Counsel, and any billing-related fields. FlitStack AI provides a custom field creation checklist with field names, types, and pick-list values sourced directly from your Case Status schema. We also map Case Status pipeline stages to HighLevel pipeline stages by value so stage assignments resolve correctly during migration. This step is a prerequisite — HighLevel must have the field infrastructure in place before records land.

Resolve owners and users by email

Case Status attorney and staff accounts resolve against HighLevel users by email address. FlitStack AI generates an owner resolution report showing matched users, unmatched Case Status owners, and the fallback owner assignment. Your team confirms the fallback owner and decides whether to pre-invite unmatched Case Status users to HighLevel before migration. No record migrates without a resolved owner; unresolved owners block record creation until resolved.

Run sample migration with field-level diff

A representative slice of 100–500 records migrates first, spanning contacts, matters, documents, and tasks. FlitStack AI generates a field-level diff showing source values and destination values side-by-side for every mapped field. You verify that case status values map to the correct HighLevel pipeline stages, that owner assignments resolve as expected, and that document attachments link to the correct contact records. You approve the sample before the full migration run commits.

Execute full migration with delta-pickup

Full migration runs against your live Case Status account using read-only API access. All contacts, matters, documents, tasks, and appointments load into HighLevel per the approved mapping. A delta-pickup window of 24–48 hours captures any records created or modified during the cutover window. FlitStack AI generates an audit log covering every record created, every field mapped, and every attachment uploaded. One-click rollback reverts all changes if reconciliation identifies unexpected data loss.

Deliver automation export and portal rebuild guide

After data migration completes, FlitStack AI delivers a structured JSON export of your Case Status automation definitions and a step-by-step rebuild guide for HighLevel's workflow builder. The guide maps each Case Status trigger (case status change, document upload, appointment scheduled) to the equivalent HighLevel workflow trigger and documents the recommended action sequence. Portal rebuild guidance covers page layout, permission settings, and client-facing templates. Post-migration support is available for 30 days following go-live.