Migrate from eBrief Ready to HighLevel

Each eBrief Ready matter maps to one HighLevel Opportunity in a dedicated 'Legal Matters' pipeline. Matter name becomes Opportunity name; matter status (Active/Closed/Archived) maps to the corresponding pipeline stage in HighLevel. Original matter create date is preserved as a custom datetime field since HighLevel's Opportunity CreatedDate reflects migration time.

Named parties on an eBrief Ready matter (barrister, solicitor, opposing counsel, expert witness, client) map to HighLevel Contacts. Each party record retains the legal role as a custom picklist field (Party_Role__c) so you can filter by role type in HighLevel's contact list views and workflows.

Barrister and solicitor contact records stored in eBrief Ready map directly to HighLevel Contacts. Fields including name, email, phone, firm name, and bar registration number map to HighLevel's standard contact fields plus custom fields for legal-specific identifiers. Bar_Registration__c captures professional registration details, while firm associations link to Company records via HighLevel's Contact-Company relationship. We create the custom fields for bar registration and any other legal-specific identifiers before migration begins, ensuring every professional's credentials transfer accurately to maintain regulatory compliance and practice continuity.

Law firm and opposing firm names associated with parties map to HighLevel Companies. HighLevel's Company object stores firm name, website, industry (set to 'Legal Services'), and address. Company-Contact relationships are created by linking the Party-Contact records to their associated Firm-Company records.

eBrief Ready documents cannot be directly migrated as HighLevel-native files because HighLevel does not have a built-in document management system with OCR. We preserve document names and, where available, hosted URLs as values in a custom multi-select field (Brief_Documents__c) on the Opportunity. If eBrief Ready provides direct document download links, those URLs are stored as text values for reference by your team.

Annotations and highlights made on eBrief Ready documents are exported as HighLevel Notes attached to the corresponding Opportunity (matter). The note body contains the highlighted text, annotation comment, and a reference to the source document name. Original annotation timestamps are preserved in the note create date.

eBrief Ready matter statuses (Filed, Active, Awaiting Judgment, Closed) map to HighLevel Opportunity stages defined in your Legal Matters pipeline. Each status value requires a corresponding stage in HighLevel — we create the stage mapping plan before migration and your admin configures the pipeline stages to match your matter lifecycle.

Court books assembled in eBrief Ready have no direct HighLevel equivalent. We store the court book title, page count, and assembly date as custom fields on the Opportunity (Court_Book_Title__c, Court_Book_Page_Count__c, Court_Book_Assembled__c). The actual court book PDF remains in eBrief Ready or your document storage — we record the reference link in the custom field.

eBrief Ready document classification tags (e.g., 'Pleading', 'Correspondence', 'Expert Report') map to HighLevel Tags applied to the associated Opportunity. HighLevel tags can trigger workflows for document review tasks, making the tag migration functional rather than purely archival. For instance, a tag indicating 'Pleading' can initiate a workflow that assigns the document to a paralegal for review, ensuring the tag carries operational meaning beyond simple categorization in the new system.

eBrief Ready's AI document classification rules (e.g., 'auto-sort to Pleading folder if keyword X present') have no direct equivalent in HighLevel. We preserve the document-type labels produced by smart classification as a custom field (Document_Type__c) on the Opportunity. Your team can rebuild classification logic as HighLevel workflow conditions using these custom field values as triggers. For example, a workflow can create a document review task whenever Document_Type__c equals 'Expert Report', and another workflow can notify the lead solicitor when 'Correspondence' appears, allowing manual reconstruction of automated sorting behavior through HighLevel's workflow builder.

Chronologies built in eBrief Ready (timelines of events tied to documents) cannot be natively represented in HighLevel. We preserve chronology event dates and descriptions as a JSON-formatted custom long-text field (Chronology_Events__c) on the Opportunity. A HighLevel workflow can display these as a formatted task list for case preparation.

Bank statement analysis summaries generated by eBrief Ready's AI tool are stored as HighLevel Notes attached to the Opportunity, with a custom field (Financial_Review_Completed__c) set to true and a date field (Financial_Review_Date__c) recording when the analysis was performed. The note body contains the full analysis summary generated by the AI tool, including any flagged transactions or anomalies identified during the review, ensuring this financial intelligence is preserved for reference by the billing team and matter responsible solicitor during case proceedings.