Migrate from Clarra to Nutshell

Clarra parties (attorneys, opposing counsel, clients, witnesses) map to Nutshell people. The party's primary organization links to a Nutshell company record. If a party has no associated organization, a placeholder company is created. Primary email, phone, and address fields carry over directly.

Clarra party roles (Plaintiff, Defense Attorney, Opposing Counsel, etc.) do not have a direct Nutshell equivalent. We migrate the role label as a custom pick-list field on the Nutshell Person record. Teams that need role-based filtering can use this custom field to segment their Nutshell people list.

Clarent organizations linked to parties map to Nutshell companies. Company name, domain, industry, and address fields transfer directly. If multiple Clarra organizations share the same domain, we link the primary record and surface secondary organizations as related companies on the primary company page.

Clarra matters have no direct CRM analogue. We map them to Nutshell deals: the matter name becomes the deal name, and a custom field (Original_Matter_Number__c) preserves the Clarra matter ID for audit and reconciliation. Matter status (Open, Closed, Pending) maps to a Nutshell deal status custom field since Nutshell natively archives closed deals by removing them from the active pipeline.

Clarra custom properties (case type, court venue, opposing party details, etc.) become Nutshell custom fields on the deal. Each custom property in Clarra requires a corresponding custom field to be created in Nutshell before migration runs. We deliver a custom-field creation plan as part of the pre-migration schema setup.

Clarent tasks attached to matters migrate to Nutshell tasks linked to the corresponding deal. Original create date, due date, assigned user (resolved by email match to Nutshell users), and task description are preserved. Completed status maps directly. Unresolved user assignments are flagged for manual routing after migration completes.

Clarent docket events (hearing dates, filing deadlines, deposition schedules) map to Nutshell activities of type 'Event'. The event subject carries the docket description, and the original event datetime is preserved. Nutshell's activity feed displays these alongside sales calls and meetings, giving the litigation team a complete calendar view within the CRM.

Clarent notes attached to matters, parties, or organizations migrate as Nutshell notes linked to the corresponding deal, person, or company record. Rich-text formatting is preserved where Clarra supports it. Original author is resolved by email match to a Nutshell user, and any unmatched authors are attributed to the migration owner account.

Clarent file attachments (pleadings, contracts, correspondence PDFs) are downloaded from Clarra storage and re-uploaded to Nutshell Files, linked to the appropriate deal, person, or company record. Files over 25MB are flagged before migration so your team can split them manually or use an alternative storage solution.

Clarent users are matched to Nutshell users by email address. Unmatched users are flagged before migration — teams either invite them to Nutshell first or assign their records to a fallback owner. No record lands in Nutshell without an assigned user.

Clarent workflow rules, matter-lifecycle triggers, and docketing automation have no Nutshell equivalent. These must be rebuilt manually in Nutshell using sequences (Pro+), task rules, or third-party automation tools like Zapier. We export Clarra workflow definitions as a structured reference document for your admin to use during the rebuild phase.