Migrate from Case Status to Pipedrive

Case Status client records map directly to Pipedrive Persons. Each Person gets a name, email, phone, and address. Client's primary attorney assignment in Case Status maps to the Person's owner_id in Pipedrive. Clients without an email receive a generated placeholder address to satisfy Pipedrive's required email constraint.

Case Status clients associated with a law firm or corporate legal department map to Pipedrive Organizations. Organization name, industry (legal services), phone, and address fields migrate directly, including street, city, state, and zip when present. Multi‑attorney firms collapse to one Organization with multiple Person records linked via org_id, preserving the firm’s original client identifier for reference and deduplication.

Case Status case records map to Pipedrive Deals with a critical reinterpretation: Pipedrive's deal model expects a monetary expected_value and a close_date. Preventive or intake-stage cases that have no monetary value yet map to Deals with expected_value=0 and a custom contingency_expected flag. Signed-retainer cases map cleanly with actual expected settlement value and projected close date.

Pipedrive has no native legal-status field. We create a custom pick-list field Case_Status__c on the Deal object with values matching Case Status's legal_status taxonomy: Open, Preventive, Contingency, Settled, Closed, Withdrawn. This preserves the original case status as a reference field without forcing a fit into Pipedrive's stage model.

Case Status's primary attorney assignment maps to Pipedrive's Deal owner_id. Attorney email is resolved against Pipedrive user accounts by email match. Cases with multiple assigned attorneys — common in large firm matters — surface secondary assignments in a custom multi-select field since Pipedrive Deals have a single owner.

Case Status portal messages, case status update notifications, and client correspondence migrate as Pipedrive Activities (type=Note or type=Email) attached to the Person record and linked Deal. Original message timestamps and sender identity are preserved. Long-form attorney case notes migrate as Pipedrive Notes with HTML body formatting intact.

Case Status's Client Satisfaction Score (NPS-style 0–10) migrates as a custom Number field on the Deal object. This lets law firms report on case satisfaction alongside deal stage and expected value without changing Pipedrive's standard data model. It is available for segmentation and reporting across pipelines.

Pipedrive's Deal add_time is set at deal creation. The original Case Status intake_date migrates as a custom datetime field Original_Intake_Date__c so reporting can show true case age and intake-to-settlement cycle time regardless of when the Pipedrive Deal was created. This field also supports filtering and sorting by historical intake timeline for case management analytics.

Case Status referral_source (e.g., organic, referral partner, advertising) migrates as a custom pick-list field on the Person object. This preserves attribution data that law firms use for marketing ROI reporting and client acquisition cost analysis. It enables segmentation by acquisition channel and informs budget allocation decisions.

Case Status practice area taxonomy (e.g., Personal Injury, Family Law, Immigration) maps to a custom pick-list field Practice_Area__c on Deal. If the firm uses multiple Pipedrive pipelines by practice area, the pipeline assignment itself encodes practice area — in that case the custom field is redundant and we use pipeline identity as the primary routing.

Case Status documents attached to case records download and re-upload to Pipedrive Files attached to the corresponding Deal or Person. File size limits per Pipedrive plan apply — Essential gives 5GB/user, Advanced 10GB/user. Large document archives may require selective migration or archival strategy.

Case Status billing setup (hourly rates, contingency percentages, billing tiers) has no Pipedrive equivalent. This is a configuration to rebuild manually in Pipedrive or a dedicated legal billing tool post-migration. We preserve rate and billing configuration as a structured export document for your admin.