Migrate from CosmoLex to Twenty CRM

CosmoLex clients store individual contact data: name, email, phone, address, and firm association. These map 1:1 to Twenty People records. The client-type field (individual attorney vs. organizational) determines whether a Company record is also created in Twenty. All contact fields including name components, email addresses, phone numbers, and postal addresses are mapped to their corresponding Twenty People fields with no transformation required.

CosmoLex clients that are law firms, corporate legal departments, or organizational entities map to Twenty Companies. Company name, domain, industry, and size fields migrate directly. Multi-contact firms maintain the People-to-Company link via the companyId relation. Each organization in CosmoLex becomes a Company record in Twenty with the organization's name, website domain, and industry classification preserved during the transfer.

CosmoLex matters are the primary work unit — they carry the matter name, number, responsible attorney, status, billing method, and client link. In Twenty, matters become Opportunities with the matter name as the Opportunity name, the matter number as a custom reference field (Matter_Number__c), and the client as the linked Company.

CosmoLex time entries capture date, duration (hours), attorney, task description, and billing method (hourly, fixed, contingency). Each time entry becomes a Twenty Task with the description as the Task title, date as the due/completed date, and hours as a custom numeric field. Billable flag maps to a Task custom field.

CosmoLex Matter Owners and Timekeepers are resolved by email match against Twenty workspace members. Unmatched attorneys are flagged before migration and assigned to a fallback workspace member. The responsible attorney role is stored as the Opportunity assignee in Twenty. This ensures that every migrated opportunity has an assigned owner from the Twenty workspace who can be contacted regarding the associated legal matter.

CosmoLex matter status values (Open, Closed, On Hold, Pending) have no direct equivalent in Twenty's Opportunity stage model. A custom pick-list field (Matter_Status__c) is created in Twenty and mapped value-by-value from CosmoLex status values. Firms may optionally map these to Twenty's native Stage field for reporting purposes, but legal-matter lifecycle status is preserved in the custom field for clarity.

CosmoLex supports hourly, fixed-fee, and contingency billing per matter. Twenty has no billing model. The billing method migrates as a custom pick-list field (Billing_Method__c) on the Opportunity, and the hourly rate maps to a custom currency field (Hourly_Rate__c) if populated.

CosmoLex trust account balances and operating balances are financial data with no CRM equivalent. The current balance migrates as a custom currency field (Trust_Balance__c) on the relevant Company or People record. Trust sub-account breakdown is preserved in a custom text field.

CosmoLex custom properties on matters migrate to Twenty custom fields on the Opportunity object. Each custom field is evaluated for field-type parity: pick-list values map value-by-value, text fields map directly, date fields map to Twenty date fields. Fields with no match become text fields with original values preserved.

CosmoLex matter notes and document links map to Twenty Notes on the related Opportunity record. Document file attachments are downloaded from CosmoLex's document storage and re-uploaded to Twenty Files, linked to the corresponding Opportunity or People record. The original note body content transfers directly, preserving internal communications, case annotations, and reference materials associated with each matter.

CosmoLex outstanding invoice balances and unbilled time have no native CRM equivalent in Twenty. Outstanding AR amounts migrate as a custom currency field (Outstanding_AR__c) on the Opportunity. Invoice line-item detail is preserved in a custom long-text field for reference only.