How long does an Enkrypt Legal-PRO to Salesforce Sales Cloud migration take?

Most Enkrypt-to-Salesforce migrations complete in 48–72 hours for under 25,000 records. Larger firms with 250,000+ records, multiple matter types requiring record-type setup, or extensive trust accounting histories extend to 5–7 days. The longest planning step is Salesforce schema configuration (Record Types, custom fields, pick-list values) — this happens before data movement and can take 1–2 weeks depending on admin availability. The actual data migration run time is driven by record count and Salesforce Bulk API throughput, not by the complexity of the legal data model.

Will my Enkrypt workflows and automation rules migrate to Salesforce Flow?

No. FlitStack AI migrates data and schema only — Enkrypt process automations, client notification workflows, matter status triggers, and document generation rules do not migrate to Salesforce. These legal-specific automations must be rebuilt using Salesforce Flow, Process Builder, or Apex triggers post-migration. We provide a workflow export deliverable that documents every Enkrypt automation rule with its trigger conditions, action definitions, and affected fields so your Salesforce admin or consultant has a rebuild reference. This export does not include logic translation — your team decides how to implement equivalent flows in Salesforce.

What happens to Enkrypt matter status values in Salesforce?

Enkrypt matter status (Intake, Active, Pending Review, On Hold, Closed) migrates as custom Opportunity StageName pick-list values scoped to the Salesforce Record Type matching the matter type. For example, Civil Litigation matters get their own Record Type with a stage pick-list containing those status values; Corporate Transaction matters may use different labels. Stage probability percentages and forecast categories are re-applied based on the firm's historical matter-to-close rates. If your firm needs stage-entry timestamps preserved for reporting continuity, we create a custom datetime field (Stage_Entered_Date__c) that captures when each matter moved to its current status.

Can I migrate Enkrypt trust account transactions to Salesforce?

Yes, with caveats. We create a custom Trust_Transaction__c object to store Enkrypt trust account transactions (receipts, disbursements, IOLTA transfers) with fields for transaction type, amount, date, and reference number. The current trust balance migrates as a static currency value on the Account record (Trust_Balance__c). However, Salesforce has no native trust accounting engine — running balances must be recalculated post-migration by summing the Trust_Transaction__c records, and your finance team must reconcile the migrated trust balance against Enkrypt's final trust report before closing the source system. Automated IOLTA reconciliation workflows must be built in Salesforce Flow separately if ongoing compliance tracking is needed.

Does the migration affect my Enkrypt Legal-PRO account during cutover?

No. FlitStack AI uses scoped read access on Enkrypt — your team continues working in Enkrypt throughout the migration. The migration extracts data from Enkrypt's API without write access to the source system. A delta-pickup window (24–48 hours after the full migration run) captures any new clients, matters, communications, or trust transactions created or modified during the cutover period. These delta records are inserted into Salesforce before you decommission Enkrypt so that no data is lost between the migration snapshot and go-live.

How are Enkrypt document attachments handled in the migration?

Enkrypt file attachments re-upload to Salesforce as ContentVersion records and are linked to the appropriate parent record via ContentDocumentLink. Client documents link to the Account; matter documents link to the Opportunity. The original file name, description, content size, and created date are preserved in Salesforce Files metadata. Files exceeding Salesforce's 25MB per-file limit are flagged during the data inventory phase and require a chunked upload strategy. If your Enkrypt instance contains large discovery document packages, we provide a pre-migration recommendation for handling those as a separate file migration pass.

Enkrypt Legal-PRO to Salesforce Sales Cloud Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Enkrypt Legal-PRO stores legal practice data around clients, matters, communications, documents, and trust account transactions — a schema optimized for law firm workflows that doesn't map 1:1 to Salesforce's standard Account-Contact-Opportunity model. The migration carries Enkrypt client records, matter records, communication history, document attachments, and trust accounting data into Salesforce as a combination of standard objects augmented by custom fields and potentially a custom Matter object. The core translation challenge is mapping Enkrypt's matter status lifecycle ( Intake, Active, Pending, Closed ) to Salesforce Opportunity stages, preserving trust account balances as custom currency fields, and ensuring document attachments re-upload correctly to Salesforce Files with original parent-record links intact. FlitStack uses the Enkrypt API for data extraction and the Salesforce Bulk API for high-volume insertion, with a delta-pickup window capturing any changes made during the cutover window. Workflows, automation rules, and legal-specific process logic in Enkrypt do not migrate — those require manual rebuild using Salesforce Flow, documented by our workflow export deliverable.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Object mapping

How Enkrypt Legal-PRO objects map to Salesforce Sales Cloud

Each row shows how a Enkrypt Legal-PRO object lands in Salesforce Sales Cloud, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Enkrypt Legal-PRO

Client

maps to

Salesforce Sales Cloud

Account

1:1

Fully supported

Enkrypt client records map directly to Salesforce Account. Client name becomes Account Name. Primary address, phone, email, and website fields map directly. For clients who are individuals (rather than organizations), Salesforce Person Accounts may be used — requires Salesforce admin to enable Person Accounts in the org before migration.

Enkrypt Legal-PRO

Client Contact

maps to

Salesforce Sales Cloud

Contact

1:1

Fully supported

Enkrypt contact records (attorney, paralegal, client contact) map to Salesforce Contact objects linked to the Account record via AccountId. Primary contact flag, role (Attorney, Paralegal, Client), and communication preferences migrate as custom fields. Contact requires AccountId lookup — accounts must be migrated first to maintain referential integrity.

Enkrypt Legal-PRO

Matter

maps to

Salesforce Sales Cloud

Opportunity

1:1

Fully supported

Enkrypt matter records map to Salesforce Opportunity. Matter name becomes Opportunity Name. Matter status (Intake, Active, Pending, Closed) maps to custom Opportunity StageName values via value_mapping. If the firm uses multiple matter types (Litigation, Transaction, Advisory), Salesforce RecordTypeId differentiates page layouts and stage pick-lists per matter type.

Enkrypt Legal-PRO

Matter Type

maps to

Salesforce Sales Cloud

RecordTypeId + Custom Field

1:1

Fully supported

Enkrypt matter_type field (e.g., Civil Litigation, Corporate Transaction, Family Law) translates to Salesforce RecordTypeId. Each matter type requires a corresponding Salesforce Record Type so stage pick-lists, page layouts, and field visibility can vary per legal practice area. We deliver a record-type setup plan as part of the migration package.

Enkrypt Legal-PRO

Matter Status

maps to

Salesforce Sales Cloud

StageName (custom pick-list)

1:1

Fully supported

Enkrypt matter status values (Intake, Active, Pending Review, On Hold, Closed) map value-by-value to Salesforce Opportunity StageName pick-list values. Stage probability and forecast category re-applied based on the firm's historical matter-to-close rates. Custom stage-entry timestamps preserved as datetime fields for reporting continuity.

Enkrypt Legal-PRO

Trust Account Transaction

maps to

Salesforce Sales Cloud

Custom Object (Trust_Transaction__c)

1:1

Fully supported

Enkrypt trust account transactions (receipts, disbursements, IOLTA transfers) have no Salesforce standard equivalent. We create a custom Trust_Transaction__c object with fields: Transaction_Type__c, Amount__c, Transaction_Date__c, Reference__c, and a lookup to the Account. Trust_Balance__c on Account is updated via migration logic to reflect running balances.

Enkrypt Legal-PRO

Communication Log

maps to

Salesforce Sales Cloud

Task / Note

1:1

Fully supported

Enkrypt secure messaging logs and communication entries map to Salesforce Tasks (for call/email events) or Notes (for detailed message content). Original timestamps, sender/receiver, and attorney association preserved. Encryption flag from Enkrypt migrates as a custom boolean field (Is_Encrypted__c) on the Task or Note.

Enkrypt Legal-PRO

Document Attachment

maps to

Salesforce Sales Cloud

ContentVersion + ContentDocumentLink

1:1

Fully supported

Enkrypt file attachments (contracts, court filings, correspondence) re-upload to Salesforce as ContentVersion records and linked via ContentDocumentLink to the parent record (Account for client docs, Opportunity for matter docs). File size limits: Salesforce default 25MB per file; larger files require chunked upload. Original file names and content descriptions preserved.

Enkrypt Legal-PRO

Billing Rate

maps to

Salesforce Sales Cloud

Custom Fields on Opportunity

1:1

Fully supported

Enkrypt attorney billing rates (hourly, flat fee, contingency) migrate as custom fields on Opportunity: Billing_Type__c (pick-list), Hourly_Rate__c (currency), Flat_Fee__c (currency), Contingency_Percentage__c (number). These fields support matter-level billing configuration; actual invoice generation requires integration with legal billing software or Salesforce CPQ.

Enkrypt Legal-PRO

Calendar / Scheduling

maps to

Salesforce Sales Cloud

Event

1:1

Fully supported

Enkrypt scheduling entries map to Salesforce Events. Attorney availability windows, client appointments, and court dates migrate as Events with original start/end times, invitees (linked Contacts), and location. Reminder settings translate to Salesforce Event reminder settings. Recurring appointments become Salesforce recurring events.

Enkrypt Legal-PRO

Custom Matter Fields

maps to

Salesforce Sales Cloud

Custom Fields on Opportunity

1:1

Fully supported

Any Enkrypt custom fields on Matter records (e.g., Court_Division__c, Opposing_Counsel__c, Statute_of_Limitations__c) migrate as Salesforce custom fields on Opportunity using the __c suffix convention. Field type preserved: text, pick-list, date, currency, number. Multi-select pick-lists in Enkrypt become multi-select pick-lists in Salesforce.

Enkrypt Legal-PRO

User / Attorney

maps to

Salesforce Sales Cloud

User (resolved by email)

1:1

Fully supported

Enkrypt user/attorney records resolve to Salesforce Users by email match. Unmatched users are flagged before migration — your admin either creates Salesforce User accounts first or assigns records to a fallback user. Active/inactive status maps to Salesforce User IsActive flag. Attorney bar number migrates as Bar_Number__c on the User record.

Enkrypt Legal-PRO	Salesforce Sales Cloud	Compatibility
Client	Account1:1	Fully supported
Client Contact	Contact1:1	Fully supported
Matter	Opportunity1:1	Fully supported
Matter Type	RecordTypeId + Custom Field1:1	Fully supported
Matter Status	StageName (custom pick-list)1:1	Fully supported
Trust Account Transaction	Custom Object (Trust_Transaction__c)1:1	Fully supported
Communication Log	Task / Note1:1	Fully supported
Document Attachment	ContentVersion + ContentDocumentLink1:1	Fully supported
Billing Rate	Custom Fields on Opportunity1:1	Fully supported
Calendar / Scheduling	Event1:1	Fully supported
Custom Matter Fields	Custom Fields on Opportunity1:1	Fully supported
User / Attorney	User (resolved by email)1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Enkrypt Legal-PRO gotchas

High

No publicly documented API for automated data export

High

Secure messaging content is end-to-end encrypted and not exportable

Medium

Trust account ledger requires separate export handling

Medium

Criminal-law-centric workflow templates may not map cleanly

Low

Free trial terms and promotional access can affect data availability

Salesforce Sales Cloud gotchas

High

Workflow Rules and Process Builder are retired

High

Bulk API batch quota exhaustion during large imports

Medium

Storage overage billing is non-obvious

Medium

Account-Contact many-to-many relationship mapping

Low

Territory and team member import ordering dependencies

Enkrypt Legal-PRO gotchas		Salesforce Sales Cloud gotchas
Severity	Issue	Severity	Issue
High	No publicly documented API for automated data export	High	Workflow Rules and Process Builder are retired
High	Secure messaging content is end-to-end encrypted and not exportable	High	Bulk API batch quota exhaustion during large imports
Medium	Trust account ledger requires separate export handling	Medium	Storage overage billing is non-obvious
Medium	Criminal-law-centric workflow templates may not map cleanly	Medium	Account-Contact many-to-many relationship mapping
Low	Free trial terms and promotional access can affect data availability	Low	Territory and team member import ordering dependencies

Pair-specific challenges

Trust accounting has no native Salesforce equivalent — running balance requires custom logic

Enkrypt Legal-PRO stores IOLTA trust account balances with real-time updates as transactions post. Salesforce has no native trust accounting object — trust_balance and IOLTA_balance fields migrate as static values at migration time. The running balance must be recalculated post-migration by summing Trust_Transaction__c records, and your finance team should reconcile the migrated trust balance against Enkrypt's final trust report before closing the source system. Automated trust reconciliation workflows must be built in Salesforce Flow post-migration if ongoing IOLTA compliance tracking is required.
Matter type to RecordTypeId mapping creates Salesforce schema configuration burden

Every distinct Enkrypt matter_type (Civil Litigation, Corporate Transaction, Family Law, Criminal Defense, etc.) requires a corresponding Salesforce Record Type so that stage pick-list values, page layouts, and field visibility can vary per practice area. Teams with five or more matter types in Enkrypt end up with five record types in Salesforce, each requiring its own page layout, profile assignments, and field-level security settings. We deliver a record-type and page-layout setup plan as part of the migration so your Salesforce admin can pre-create the schema before data lands in the org.
Secure messaging encryption flags cannot be enforced in Salesforce natively

Enkrypt Legal-PRO marks certain communications with an encryption flag indicating enterprise-level encryption on messages and document exchanges. Salesforce has no native message encryption enforcement — we preserve the encryption flag as a custom boolean field (Is_Encrypted__c) on Task and Note records, but the flag is informational only. If attorney-client privilege requires actual encryption at rest or in transit for communications stored in Salesforce, your org must implement Salesforce Shield Platform Encryption separately, which requires additional licensing and setup beyond the migration scope.
Document re-upload to Salesforce Files may exceed default file size limits

Enkrypt supports enterprise-level file uploads with sizes typical for legal document packages (court filings, discovery document sets). Salesforce Files default to a 25MB per-file limit for standard uploads; files larger than this require chunked upload via the Salesforce Content API or Einstein Data Capture. If your Enkrypt instance contains large document packages, we identify oversized files during the data inventory phase and apply a chunking strategy or alternative file storage recommendation before the migration run commits.
Person Accounts must be enabled before individual client contacts can migrate correctly

If Enkrypt clients include individual persons (rather than corporate entities), Salesforce requires Person Accounts to be enabled in the org before individual Contact records can exist without a parent Account. Person Account activation is an irreversible org-level setting that affects record type behavior across the entire Salesforce instance. If your firm handles a mix of corporate and individual clients, this decision must be made before migration — we cannot migrate individual client contacts to standard Contact records without AccountId unless Person Accounts are enabled.

Migration approach

Six steps for a successful Enkrypt Legal-PRO to Salesforce Sales Cloud data migration

Conduct data inventory and schema gap analysis

FlitStack AI inventories all Enkrypt objects: clients, contacts, matters, communication logs, trust transactions, documents, and custom fields. We compare the Enkrypt schema against the target Salesforce org's available objects, field limits, and enabled features (Person Accounts, Record Types, custom objects). The gap analysis identifies custom field creation requirements, Salesforce configuration prerequisites (Record Types, pick-list values), and any data quality issues (duplicate clients, missing required fields) before migration design begins.
Create Salesforce schema and configuration plan

Based on the gap analysis, we deliver a Salesforce schema setup plan: which Record Types to create per matter type, which custom fields to create on Account, Contact, Opportunity, and the Trust_Transaction__c custom object, which pick-list values to define for matter status and billing type, and which Salesforce profile and sharing settings are needed. Your Salesforce admin creates the schema elements before validation runs. We provide field-level mapping documentation in CSV format for admin reference and sign-off.
Resolve owners and users by email match

Enkrypt attorney and staff user records are matched against Salesforce Users by email address. Unmatched users are flagged in a pre-flight report — your team either creates Salesforce User accounts for them first or assigns their matter records to a designated fallback attorney during migration. No Opportunity or Task lands in Salesforce without a valid OwnerId. Trust transactions are assigned to the associated Account owner for audit trail continuity.
Run sample migration with field-level diff

A representative slice migrates first — typically 100–500 records spanning clients, contacts, matters, trust transactions, and document metadata. We generate a field-level diff between the Enkrypt source values and Salesforce destination values so you can verify that matter status mapping, billing rate fields, trust balance calculations, and owner resolution are correct before the full run commits. You approve the sample results in writing before we proceed to full migration.
Execute full migration with delta-pickup and rollback plan

Full migration runs against Salesforce using Bulk API for high-volume Opportunity and Trust_Transaction__c insertion. Document binary files upload via Content API. A delta-pickup window (typically 24–48 hours) captures any records created or modified in Enkrypt during the cutover period so Salesforce reflects Enkrypt's final state at go-live. Audit log captures every insert, update, and skip operation. One-click rollback reverts the Salesforce org to its pre-migration state if reconciliation fails — this requires a separate Salesforce sandbox environment to validate rollback procedures before production cutover.

Platform deep dives

Context on both ends of the pair

Enkrypt Legal-PRO

Source

Strengths

Secure messaging-first design purpose-built for attorney-client communication with automatic notifications on case changes.
Account bundling allows multiple related matters under a single client account, simplifying data hierarchy for multi-case clients.
Trust accounting and credit reporting features support financial compliance for law practice operations.
Free trial and low per-user pricing make it accessible for solo practitioners and small firms to evaluate fit.
24/7 support coverage with multiple channels including live chat, phone, and knowledge base.

Weaknesses

Primarily marketed toward criminal law, limiting applicability for civil, corporate, or transactional practices.
Minimal public API documentation makes automated data export and third-party integrations difficult to build.
Limited ecosystem and fewer integrations compared to established competitors like Clio, MyCase, or Smokeball.
Data export capabilities are not clearly documented, which creates risk for firms that need to extract their data for compliance or archival purposes.

Salesforce Sales Cloud

Destination

Strengths

Largest enterprise app ecosystem in CRM with 5,000+ AppExchange integrations covering nearly every vertical workflow.
Native Einstein AI delivers lead scoring, opportunity insights, and predictive forecasting without a third-party layer.
Advanced territory management, multi-currency, and flexible forecasting satisfy complex B2B revenue structures.
Deep platform extensibility: Custom Objects, Apex, Flow, and the Metadata API allow full schema customization.
Well-documented REST API, Bulk API, and Composite API with published rate limits for programmatic migration.

Weaknesses

Pricing model is layered and opaque in practice: per-seat fees plus storage overages, add-on subscriptions, and annual uplifts compound to 30–40% above sticker price.
Workflow Rules and Process Builder are deprecated, forcing all orgs onto Salesforce Flow — a migration task that catches many teams by surprise.
Steep administrative complexity: meaningful configuration requires a dedicated Salesforce admin or consultant.
API rate limits are edition-gated (100k/day base for Enterprise) and easily exhausted by large historical imports without throttling.
Data export is exportable via Data Loader but preserving relationship integrity across 30+ objects requires careful ETL sequencing.

	Enkrypt Legal-PRO Source	Salesforce Sales Cloud Destination
Strengths	Secure messaging-first design purpose-built for attorney-client communication with automatic notifications on case changes. Account bundling allows multiple related matters under a single client account, simplifying data hierarchy for multi-case clients. Trust accounting and credit reporting features support financial compliance for law practice operations. Free trial and low per-user pricing make it accessible for solo practitioners and small firms to evaluate fit. 24/7 support coverage with multiple channels including live chat, phone, and knowledge base.	Largest enterprise app ecosystem in CRM with 5,000+ AppExchange integrations covering nearly every vertical workflow. Native Einstein AI delivers lead scoring, opportunity insights, and predictive forecasting without a third-party layer. Advanced territory management, multi-currency, and flexible forecasting satisfy complex B2B revenue structures. Deep platform extensibility: Custom Objects, Apex, Flow, and the Metadata API allow full schema customization. Well-documented REST API, Bulk API, and Composite API with published rate limits for programmatic migration.
Weaknesses	Primarily marketed toward criminal law, limiting applicability for civil, corporate, or transactional practices. Minimal public API documentation makes automated data export and third-party integrations difficult to build. Limited ecosystem and fewer integrations compared to established competitors like Clio, MyCase, or Smokeball. Data export capabilities are not clearly documented, which creates risk for firms that need to extract their data for compliance or archival purposes.	Pricing model is layered and opaque in practice: per-seat fees plus storage overages, add-on subscriptions, and annual uplifts compound to 30–40% above sticker price. Workflow Rules and Process Builder are deprecated, forcing all orgs onto Salesforce Flow — a migration task that catches many teams by surprise. Steep administrative complexity: meaningful configuration requires a dedicated Salesforce admin or consultant. API rate limits are edition-gated (100k/day base for Enterprise) and easily exhausted by large historical imports without throttling. Data export is exportable via Data Loader but preserving relationship integrity across 30+ objects requires careful ETL sequencing.

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

Migrate from Enkrypt Legal-PRO to Salesforce Sales Cloud

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision