Migrate from Case UI to Nutshell

Individual clients map to Nutshell People; organizational clients (corporate legal departments, law firm partnerships) map to Nutshell Companies with a linked Person record for the primary contact. Attorney contacts from opposing firms or internal counsel become separate People records. We preserve the original Case UI client ID in Nutshell's Source_System_ID__c custom field for traceability.

Case UI Matters do not have a native Nutshell equivalent since Nutshell's Deals are sales-opportunity objects rather than legal case files. We map each Matter to a Nutshell Deal and attach Case UI's case number, case type, court jurisdiction, opposing counsel, and statute of limitations as custom fields on the Deal. The Deal name defaults to the Matter name, and the responsible attorney becomes the Deal owner.

Case UI attorney records (name, email, bar number, firm affiliation) resolve by email match to existing Nutshell users. If no match exists, we flag the attorney for your admin to either invite to Nutshell or assign to a fallback user. Case UI attorney roles per matter (lead counsel, associate, of counsel) are stored as custom fields on the associated Matter/Deal.

Case UI logged calls, emails, and meetings map to Nutshell Activities attached to the corresponding Person or Deal. Original timestamps, duration, and subject line are preserved. Email bodies and call notes migrate as Activity notes. Nutshell's activity timeline on each record shows the full client engagement history after migration.

Case UI documents (pleadings, contracts, correspondence) re-upload to Nutshell Files and attach to the appropriate Person or Deal record. We preserve the original file name, upload date, and file size. Nutshell's 25MB per-file limit applies; files exceeding this are flagged for splitting before migration. E-filing metadata (filing date, court, docket number) is stored as custom fields on the attached Deal.

Case UI calendar events (depositions, court dates, client meetings) migrate as Nutshell Meetings with start/end time, location, and linked Person or Deal. Reminder settings and recurrence patterns are noted as activity description text since Nutshell's native recurrence model differs from Case UI's.

Open and completed Case UI tasks migrate to Nutshell Tasks with the original due date, assigned user (resolved by email match), priority flag, and linked Person or Deal. Completed tasks preserve their completion timestamp. Task description and notes transfer as-is.

Case UI's billing ledger, trust account balances, and invoice line items have no native Nutshell equivalent. We preserve invoice amounts, status (paid/unpaid/overdue), and payment dates as custom fields on the corresponding Deal. The detailed billing ledger must be exported separately and managed in accounting software post-migration.

Case UI allows firms to define custom fields on Matters for case-specific data (e.g., case category codes, referral source, insurance carrier). We create matching Nutshell custom fields on the Deal object and migrate the values. Custom field types (text, date, pick-list) map to Nutshell's corresponding field types.

Case UI free-form notes attached to Matters or Clients migrate to Nutshell Notes linked to the corresponding Person or Deal. Original author (resolved by email match) and creation date are preserved. Rich-text formatting is retained where Nutshell's note format allows.