Migrate from CASEpeer to Freshsales

CASEpeer Clients are person records. Active clients with open cases route to Freshsales Contact linked to an Account. Referral-only or dormant clients with no case history route to Freshsales Lead. The split is determined by whether the CASEpeer Client has at least one Case record with status not equal to Closed.

Each CASEpeer Case maps to one Freshsales Opportunity. CASEpeer Case Type populates a custom Opportunity field (Case_Type__c). CASEpeer Case Status maps to Freshsales Opportunity Stage via a value map (e.g., Open → 'Qualification', Settled → 'Closed Won', Closed → 'Closed Lost').

CASEpeer Party records (opposing counsel, insurance adjusters, medical providers) have a role field. We map the Party Name and Role into a JSON-encoded custom field on the related Opportunity (Party_Records__c) and create a corresponding Freshsales Contact for each named party so your team can search and link them.

Firm name and any affiliated organization records in CASEpeer map to Freshsales Account. Primary contact on the Account is the attorney or firm admin. Account Type is set to 'Law Firm' or 'Partner' based on the source record type. Any billing or administrative contacts stored in CASEpeer become secondary Contact records linked to the Account.

CASEpeer Medical Provider records map to Freshsales Accounts with Type='Medical Provider'. Provider specialty and contact information map to Account standard fields; provider notes map to a custom field. NPI numbers or license IDs stored in CASEpeer are preserved as custom fields on the Account for verification purposes.

CASEpeer calendar events linked to Cases become Freshsales Events with the Case Opportunity as the parent record. Start/end times, reminders, and event titles are preserved. Events not linked to a Case become standalone Events attached to the relevant Contact or Account.

CASEpeer tasks linked to Cases map to Freshsales Tasks with the Opportunity as the parent record. Task subject, due date, status, and owner are preserved. Owner is resolved by email match against Freshsales users. Recurring task patterns in CASEpeer are noted for your admin to recreate using Freshsales Workflow Rules or Tasks post-migration.

CASEpeer custom intake fields on Clients and Cases map to Freshsales custom fields on the Contact and Opportunity objects respectively. Field types are matched (text→Text, date→Date, dropdown→Picklist). Multi-select intake values are stored as semicolon-delimited text in Freshsales unless a custom picklist is pre-created.

CASEpeer file attachments linked to Cases or Clients are downloaded and re-uploaded to the corresponding Freshsales Contact or Opportunity record. Freshsales file size limits (25MB per file) apply; files exceeding this are split or linked via URL reference. Original file names and upload dates are preserved in the Freshsales attachment metadata.

CASEpeer users (attorneys, paralegals, admins) are matched to Freshsales users by email address. Unmatched users are flagged before migration; your team either invites them to Freshsales or assigns their records to a fallback user. CASEpeer role information is stored as a custom field on the Freshsales User record for reference.

CASEpeer's statute of limitations date on each Case maps to a custom Date field (Statute_of_Limitations__c) on the corresponding Freshsales Opportunity. Expiration alerts would need to be recreated as Freshsales Workflow Rules or Tasks by your admin post-migration. We provide the workflow definition as JSON for your admin to import into Freshsales Automations.

Insurance carrier name, policy number, and claim status from CASEpeer Cases map to custom fields on the Opportunity (Insurance_Carrier__c, Policy_Number__c) and on the Account representing the insurer (created as an Account record with Type='Insurance Carrier'). Carrier contact information is stored on the Account for reference during case follow-up.