Migrate from Enkrypt Legal-PRO to Nutshell

Enkrypt client contacts migrate as Nutshell People records. First name, last name, email, phone, address, and role (attorney, client, opposing counsel) map to Nutshell's standard person fields. We create a custom 'ContactRole' pick-list on Nutshell People to preserve the source role label.

Enkrypt organizations associated with Matters map to Nutshell Companies. Company name, domain, industry, and address fields transfer directly. Multi-contact organizations in Enkrypt (e.g., a firm with multiple attorneys) collapse to one Nutshell Company with all contacts associated via Nutshell's person-company relationship.

Enkrypt Matters do not map to a native Nutshell object — they become Nutshell Deals with a custom 'MatterType__c' pick-list field storing the original matter classification. Matter stage (intake, active, pending, closed) maps to Nutshell deal stage values via a value-mapping table.

Enkrypt's matter lifecycle stages (new, in-progress, pending-action, closed) map to Nutshell's default deal stages (Qualify, Proposal, Negotiation, Closed Won/Lost). We preserve the original stage-enter date as a custom datetime field on the Nutshell Deal, enabling historical stage-duration reporting after migration completes.

Enkrypt message bodies transfer as Nutshell Notes linked to the corresponding Person record. Thread timestamps and sender attribution (attorney name, client name) are preserved in the Note body header. We flag message threads as 'imported' to distinguish from in-system Nutshell notes.

Enkrypt appointments linked to a Matter become Nutshell Tasks with the due_date set to the original appointment start time. Meeting-type appointments migrate with the task type field set to 'Meeting' and the original appointment description preserved in the task notes. Calendar event metadata such as location and attendee list transfers as additional task details.

Enkrypt tasks assigned to attorneys migrate as Nutshell Tasks linked to the corresponding Person record. Task status (open, completed), due date, and description transfer directly. Completed task timestamps are preserved as custom fields since Nutshell Tasks track completion but not the original completion date natively.

Enkrypt custom fields specific to legal matters (e.g., court jurisdiction, opposing counsel, billing arrangement) are not native to Nutshell. We create equivalent custom fields in Nutshell (text, pick-list, date, or currency type depending on the source field type) and map values row-by-row during migration.

Enkrypt attorney and staff records resolve by email match against existing Nutshell user accounts. If a matching Nutshell user exists, the Enkrypt record owner maps to that user. Unmatched attorneys are flagged — you can invite them as Nutshell users or assign their records to a fallback owner before migration commits.

Enkrypt file attachments on Matters and Messages re-upload to Nutshell as Note attachments. Nutshell's 25MB per-file limit applies. We preserve the original filename, upload date, and file type metadata. Files are re-attached to the corresponding Nutshell Person, Company, or Deal record.