Migrate from Case Status to Nutshell

Case Status contacts map 1:1 to Nutshell People. All standard contact properties (name, email, phone, title, address) pass through directly. Portal access status and NPS scores land as custom fields since Nutshell has no native client-portal or satisfaction-score object. We also preserve the original Case Status contact ID as a custom field for reference and to support delta-pickup deduplication.

Case Status companies map to Nutshell Companies directly. The company name, domain, industry, and employee count fields pass through. If the source company has no legal-matter records attached, it migrates as a plain Nutshell Company with no additional custom fields populated.

Nutshell has no native legal-matter object. We map Case Status matter fields (case_type, case_stage, date_opened, date_closed, milestone_dates) to Nutshell custom fields on the related Person record. Where matters have a financial value or retainer, we map those as Nutshell Deals linked to the Person.

Case Status engagement activity logs — attorney notes, client check-in calls, email threads, meeting records — migrate as Nutshell Activities. The original timestamp and activity owner are preserved. We tag each activity with a custom field linking it back to the related Case Status matter for traceability.

Prospective client leads in Case Status map to Nutshell Leads. Source lead status values are mapped via value translation to the closest Nutshell Lead status pick-list value. Unconverted leads land in Nutshell as Leads; converted leads route to People based on the source's conversion timestamp.

Case Status custom contact properties — beyond standard name/email/phone — migrate as Nutshell Person custom fields. The field type is inferred from the source value (text, number, date, pick-list). Pick-list values are mapped one-by-one to Nutshell custom field options. During pre-flight we validate that each pick-list value exists in Nutshell; any unmatched values are flagged for manual mapping before the migration run begins.

Legal-specific custom properties on Case Status matters (e.g., practice_area, referring_attorney, court_location) map to Nutshell custom fields. If a matter has no associated Person record in the destination, we create a placeholder Person and attach the custom fields there. These custom fields are attached to the Person record so that case-level details remain searchable and filterable within Nutshell's list views and reports.

Case Status portal_access_status (active/invited/pending) has no Nutshell equivalent. We migrate it as a pick-list custom field on the Person record. Your team decides post-migration whether to recreate the portal workflow using Nutshell's Sales Email sequences or a third-party client portal integration.

Case Status NPS and satisfaction score fields map to a Number-type custom field on Nutshell People. Historical NPS values are preserved for reporting continuity. Nutshell has no native NPS tracking — this is a reference field only. We recommend adding this field to your Nutshell dashboard to visualize client satisfaction trends over time, even though alerts or automations cannot be triggered directly from it.

Case Status staff and attorney records resolve to Nutshell users by email address match. Any staff without a corresponding Nutshell user account is flagged before migration. Your team either creates the Nutshell user first or assigns those records to a fallback owner.