Migrate from Enkrypt Legal-PRO to Freshsales

Enkrypt clients merge into both a Freshsales Contact record (primary person) and an Account record (firm or organization). The firm's name becomes Account.Name; the primary attorney or client contact becomes Contact.FirstName and Contact.LastName. If the client is an individual, the Account stores the individual's name as the company name for Freshsales' relational integrity.

Enkrypt matters map directly to Freshsales Deals. Matter name becomes Deal.Name; matter status maps to Freshsales Deal stage via value mapping (Active, Pending, Closed). Amount fields on matters (billing rates, retainer values) map to Deal.Amount. The original matter number is preserved in a custom field for reference.

If your Enkrypt setup uses multi-record matter structures (e.g., related cases, sub-matters), Freshsales Enterprise Custom Modules provide a way to recreate the parent-child matter hierarchy. We map parent-matter IDs to the custom module's association field and flag records that need manual consolidation before the full run.

Enkrypt's encrypted client-portal messages export as text threads with sender, timestamp, and message body. Each message thread becomes a Freshsales Note attached to the Contact or Deal. The encryption flag from Enkrypt is stored as a Note custom field (Encrypted__c) set to true. Original sender and timestamp are preserved in Note.Title and Note creation date.

Enkrypt appointments with clients map to Freshsales Events (for calendar-block appointments) and Tasks (for to-do items). Event.StartDateTime and Event.EndDateTime carry the original appointment time; Task.Subject and Task.Due Date carry the action item. Owner resolution by email match applies to both.

Enkrypt documents attached to matters are downloaded and re-uploaded to Freshsales Files attached to the corresponding Deal. File size limits per Freshsales plan apply (Enterprise provides 100GB per user; lower plans are more constrained). We preserve the original file name and upload date.

Enkrypt trust-accounting transactions (deposits, withdrawals, balance) have no native Freshsales equivalent. We map the most recent trust balance to a custom currency field on the Deal and flag the record with Trust_Account__c = true so your team can reconcile manually or build a custom module in Freshsales Enterprise.

Enkrypt billing rates and fee schedules per matter map to custom fields on the Freshsales Deal (e.g., Hourly_Rate__c, Billing_Method__c). If your firm uses line-item billing, we can also map fee schedules to Freshsales Products and link them to the Deal for quote generation.

Enkrypt custom properties attached to clients (e.g., referral source, bar number, practice area tags) map to Freshsales custom fields on Contact. Each property name becomes a Contact custom field; the field type (text, picklist, number) is inferred from the Enkrypt data and created in Freshsales before migration. We flag any pick-list value mappings that need Freshsales admin configuration.

Enkrypt matter-level custom fields (e.g., case type, court jurisdiction, opposing counsel) map to Freshsales Deal custom fields. These fields are created in Freshsales before migration; field types are inferred from source data. Multi-select pick-list values in Enkrypt are mapped to Freshsales multi-select pick-list fields.

Enkrypt users (attorneys, paralegals, staff) are resolved by email match against Freshsales users. Unmatched users are flagged before migration — your team either invites them to Freshsales or assigns their records to a fallback owner. Enkrypt user roles map to Freshsales profile assignments as a post-migration step.

Enkrypt matter activity logs (status changes, document uploads, billing entries) are imported as Freshsales Notes attached to the Deal. Each log entry carries the original timestamp and actor. This preserves the matter's audit trail in Freshsales without requiring custom object creation.