Migrate from eBrief Ready to Freshsales

eBrief Ready Matters have no revenue or stage concept. We map Matter to Freshsales Deal, creating an Amount field set to $0 or a configurable placeholder, and a StageName value of 'New' or your specified default. Matter status (open/closed) maps to Deal Active/Closed status. The Deal name uses the Matter title.

A Freshsales custom Matter module captures legal-specific fields that Deals do not support: Matter Number, Court/Jurisdiction, Matter Type, Referring Party, and Matter Open Date. We create this module and populate it with all Matter records before linking each Matter to its corresponding Deal via a lookup field.

Party records with individual names and email addresses map directly to Freshsales Contacts. The Party display name maps to Contact FirstName + LastName (or Full Name if split is not available). Email maps to Contact Email. Phone maps to Contact Work Phone.

Parties flagged as organizations in eBrief Ready — including law firms, chambers, courts, and opposing parties — map to Freshsales Accounts. Organization name maps to Account Name. Website URL maps to Account Website if available in eBrief Ready. A corresponding Contact record is also created and linked to the Account via AccountId.

Each party linked to a matter creates an Opportunity Contact Role linking the Contact to the Deal (Matter-as-Deal). The Party role type in eBrief Ready (e.g., Barrister, Instructing Solicitor, Expert Witness) maps to the Role pick-list value in Opportunity Contact Role.

We create a Document custom module in Freshsales to store document metadata: document name, file type, upload date, file size, and annotation count. The module links to the parent Matter via lookup. Document files themselves are re-uploaded to Freshsales Files and linked via URL custom field.

eBrief Ready annotations export as text blocks with highlight content, tags, and date. We create Freshsales Notes attached to the corresponding Document or Contact record, using the annotation text as the Note body and the annotation date as the Note CreatedDate. Tags map to Freshsales Tags on the Note.

Tags applied to Matters, Documents, or Parties in eBrief Ready migrate as Freshsales Tags attached to the corresponding record type. Tag names are preserved verbatim so that filtering, searching, and grouping by tag functions identically in Freshsales as it did in eBrief Ready.

eBrief Ready users such as barristers, solicitors, and paralegals are resolved by matching their email address against Freshsales user accounts. Unmatched users are flagged in the migration report for your team to address. Records owned by unmatched users are assigned to a configured fallback user or left unassigned pending Freshsales account provisioning.

eBrief Ready has no standard workflow or automation engine in its core product — document processing is manual or platform-assisted. No migration of automations is applicable. Freshsales workflows must be designed and built from scratch based on your business process requirements.

eBrief Ready reporting covers document-level analytics like annotation counts and chronology exports. Freshsales reports use CRM-native objects and metrics tied to Deals, Contacts, and Accounts. The underlying data migrates successfully, but report definitions do not carry over. Your Freshsales administrator should build new reports using migrated Deal and Contact data.

Document files from eBrief Ready are downloaded and re-uploaded to Freshsales Files. Each file is linked to the parent Document record in the custom module via a URL custom field. Freshsales file size limits (25MB per file default) apply; large files are chunked or linked by reference.