CRM migration
Field-level mapping, validation, and rollback between Criminal Case Management and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Criminal Case Management
Source
Nutshell
Destination
Compatibility
12 of 12
objects map 1:1 between Criminal Case Management and Nutshell.
Complexity
BStandard
Timeline
48–72 hours
Overview
Criminal Case Management platforms are built around legal-practice workflows — cases, parties, hearings, filings, and documents. Nutshell is a general-purpose CRM built for sales teams, with no native case or matter object. The migration therefore requires a conceptual translation: your clients and opposing parties map to Nutshell People, law firms or corporate legal departments map to Nutshell Companies, active matters map to Deals using custom fields for matter type and court, and case events (hearings, deadlines) map to Nutshell Tasks with the original date preserved. We extract data via the source platform's API or export tools, then load into Nutshell using the Nutshell REST API with field-level validation. Workflows, court-filing automations, and legal-specific integrations do not migrate — they require manual rebuild in Nutshell or a purpose-built legal add-on. Our delta-pickup window captures any records modified during cutover so Nutshell reflects the final state of your source data at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Criminal Case Management object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Criminal Case Management
Client/Party (Person)
Nutshell
Person
1:1Direct 1:1 mapping for all individual parties in the source — clients, defendants, plaintiffs, witnesses, and attorneys all land as Nutshell People records. Name, email, phone, address, and role information are preserved as standard and custom Person fields.
Criminal Case Management
Organization (Law Firm, Corporate Legal Department, Government Agency)
Nutshell
Company
1:1Firms, agencies, and corporate legal departments map to Nutshell Companies. Source organization name becomes Company name, domain/website maps to the Website field, and industry is set as a value-mapped pick-list entry.
Criminal Case Management
Case/Matter
Nutshell
Deal
1:1Source case records become Nutshell Deals. The Deal Name uses the case number or case name. Case type (felony, civil, family) is stored as a custom Deal field. Court jurisdiction, case status, and judge assignment are stored as additional custom Deal fields.
Criminal Case Management
Case Party Role
Nutshell
Custom Field on Person or Deal
1:1Source party roles (Attorney, Defendant, Plaintiff, Witness, Court Clerk) have no direct Nutshell equivalent. We create a custom pick-list field on the Person record and optionally on the Deal to capture the role each person played in the matter.
Criminal Case Management
Hearing/Event (Court Date, Filing Deadline, Deposition)
Nutshell
Task
1:1Court dates, filing deadlines, depositions, and mediations become Nutshell Tasks with the original date and time preserved in the Task Due Date and Description fields. The task subject captures the event type. Tasks are linked to the corresponding Deal.
Criminal Case Management
Filing/Document
Nutshell
Note with Attachment
1:1Documents attached to a case are preserved as Nutshell Notes with file attachments. The Note body captures the document description or filing type. Original file names are preserved when re-uploaded to Nutshell's file storage.
Criminal Case Management
Billing/Invoice Record
Nutshell
Custom Field on Deal
1:1Nutshell has no native billing or invoice object. If billing records need to migrate for reference, they are stored as a custom field on the Deal (text or long-text) or as a linked Note, not as a structured record.
Criminal Case Management
Lead (Prospective Client)
Nutshell
Lead
1:1Prospective client records in the source that have not yet opened a case migrate directly to Nutshell Leads. Standard lead fields (name, email, phone, company) map 1:1; source-specific status fields map to Nutshell's lead status pick-list.
Criminal Case Management
Custom Case Field (Judge, Court Division, Statute Code)
Nutshell
Custom Field on Deal
1:1Any custom fields on the source case object are created as custom fields on the Nutshell Deal. Field type is matched (pick-list, text, date, number) based on the source field definition. Multi-select pick-lists in the source are stored as comma-separated text in Nutshell.
Criminal Case Management
Activity History (calls, emails logged against a case)
Nutshell
Activity (Task or Email Log)
1:1Source activities logged against a matter — calls made, emails sent, meetings held — migrate as Nutshell Tasks and email log entries linked to the corresponding Deal. Original timestamps and owner assignments are preserved.
Criminal Case Management
User/Owner (Attorney, Paralegal, Case Manager)
Nutshell
Nutshell User (resolved by email)
1:1Source users are matched to Nutshell users by email address. Unmatched users are flagged before migration so the team can either invite them to Nutshell or assign their records to a fallback owner.
Criminal Case Management
Tag/Category (Criminal, Civil, Family, Traffic)
Nutshell
Tag on Deal
1:1Case category or case type tags from the source are applied as Nutshell Tags on the corresponding Deal record. This allows filtering in Nutshell's pipeline view by matter type.
| Criminal Case Management | Nutshell | Compatibility | |
|---|---|---|---|
| Client/Party (Person) | Person1:1 | Fully supported | |
| Organization (Law Firm, Corporate Legal Department, Government Agency) | Company1:1 | Fully supported | |
| Case/Matter | Deal1:1 | Fully supported | |
| Case Party Role | Custom Field on Person or Deal1:1 | Fully supported | |
| Hearing/Event (Court Date, Filing Deadline, Deposition) | Task1:1 | Fully supported | |
| Filing/Document | Note with Attachment1:1 | Fully supported | |
| Billing/Invoice Record | Custom Field on Deal1:1 | Fully supported | |
| Lead (Prospective Client) | Lead1:1 | Fully supported | |
| Custom Case Field (Judge, Court Division, Statute Code) | Custom Field on Deal1:1 | Fully supported | |
| Activity History (calls, emails logged against a case) | Activity (Task or Email Log)1:1 | Fully supported | |
| User/Owner (Attorney, Paralegal, Case Manager) | Nutshell User (resolved by email)1:1 | Fully supported | |
| Tag/Category (Criminal, Civil, Family, Traffic) | Tag on Deal1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Criminal Case Management gotchas
Limited export options for bulk data extraction
Annual subscription billing with prorated cancellation
Custom field schemas vary by account and plan
Document blob extraction may require manual intervention
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Discover source data model and API availability
FlitStack AI reviews the Criminal Case Management platform's data model, API access method (REST, export tools, or manual dump), and available objects. We identify all custom fields on case, person, company, and activity records. If the source lacks API access, we work with your team to prepare a structured export file before migration begins. This step produces the migration scope document that defines every object, field, and relationship that will move to Nutshell.
Configure Nutshell custom fields and pipeline stages
Before data loads, we create all required custom fields in Nutshell on the Person, Company, Lead, and Deal objects — including case type, court jurisdiction, judge, party role, docket number, and statute of limitations fields. We also configure Nutshell pipeline stages to align with the source case statuses (Open, Pending, Closed). If multiple case types require different stage sets, we set up a single pipeline with status values that accommodate all matter categories, or we document the need for separate Nutshell accounts.
Resolve users and owners by email
Source users (attorneys, paralegals, case managers) are matched to existing Nutshell users by email address. FlitStack AI runs a pre-flight user-resolution check: any source user without a matching Nutshell account is flagged for the team to either invite them to Nutshell or assign a fallback owner before migration. No record lands in Nutshell without a resolved owner, ensuring your pipeline view is fully populated after migration.
Run sample migration with field-level diff
A representative slice of records — typically 100–500 covering a mix of People, Companies, Leads, Deals, and Tasks — migrates first. FlitStack AI generates a field-level diff showing source values and destination values side-by-side for every mapped field. Your team verifies case-to-deal mapping, custom field population, party role assignment, and document attachment integrity before the full migration run commits. This is the validation gate before cutover.
Execute full migration with delta-pickup window
The full migration runs against Nutshell using the Nutshell REST API. A delta-pickup window (typically 24–48 hours after full migration starts) captures any records created or modified in the source during the cutover period. FlitStack AI produces an audit log of every operation and a reconciliation report comparing record counts by object. One-click rollback is available if the reconciliation reveals data integrity issues.
Platform deep dives
Criminal Case Management
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Criminal Case Management and Nutshell.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Criminal Case Management: Not publicly documented.
Data volume sensitivity
Criminal Case Management doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Criminal Case Management to Nutshell migration scoping. Not seeing yours? Book a call.
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