Migrate from Enkrypt Legal-PRO to Twenty CRM

Enkrypt Legal-PRO clients map directly to Twenty People records. Email matching resolves the primary contact for each client. Phone numbers, addresses, and job titles migrate as direct field mappings. Enkrypt client IDs are preserved as Source_System_ID__c for traceability. We also handle any associated notes or activity history attached to the client record during migration.

If Enkrypt Legal-PRO stores law firm or client organization details separately from the client contact, those map to Twenty Companies. Company domain maps to Website. Industry pick-list values require value mapping against Twenty's industry options. Any associated contacts or matters linked to the organization are properly associated in Twenty's data model.

Enkrypt Legal-PRO matters are the primary deal-like entity. They map to Twenty Opportunities with the matter name as the opportunity name, billing amount as the amount, and matter status mapped to Opportunity stage values. Attorney assignments resolve by email to Twenty workspace members.

Enkrypt matter status values (Active, Pending, Closed, On Hold) map one-by-one to Twenty Opportunity stage values. The mapping plan is defined during the schema setup phase. Probability and forecast category re-applied from Twenty's stage configuration. Historical status change dates are preserved for audit continuity.

Enkrypt's secure client communications have no native equivalent in Twenty. They migrate as Notes on the associated People record, with the message body in the Note body and metadata (sender, timestamp) preserved in custom fields. Client can choose to collapse all messages into one summary Note or preserve each as separate.

Enkrypt Legal-PRO time entries (attorney time logged against a matter) map to Twenty Tasks. The time duration becomes a custom Number field on the Task. Description maps to the Task body. Tasks link to the related Opportunity for billing context.

Enkrypt Legal-PRO document attachments on matters re-upload to Twenty Files attached to the corresponding Opportunity record. File size limits from Twenty apply (25MB default). Inline document previews preserved where Enkrypt supported them. We handle all file types including contracts, evidence, and case materials with metadata preservation.

Enkrypt appointments map to Twenty Tasks with due dates and assignees preserved. For calendar sync, Twenty supports webhook integrations with external calendar tools post-migration — appointments themselves do not migrate as native calendar events. We capture meeting times, locations, attendees, and agendas in the Task record for complete appointment context.

Enkrypt matter-level practice area values (Family Law, Criminal Defense, etc.) require a custom select field created in Twenty Settings → Data Model before import. Values mapped one-by-one. We preserve all practice area classifications including any subcategories or specialty designations from your Enkrypt setup.

Court names, case numbers, and judge assignments stored as custom text fields in Enkrypt migrate to custom text fields on the Opportunity record. If multiple court-related fields exist, they consolidate into a structured set of custom fields. Historical court assignments and past case references are preserved alongside current matter details for complete case context.

Enkrypt trust account balances and transaction history have no direct Twenty CRM equivalent. We preserve trust data as a custom object (Trust_Transactions__c) with fields for amount, type (deposit/withdrawal), and matter reference. Financial reconciliation must be handled separately from Twenty's standard features.

Enkrypt invoice status values (Draft, Sent, Paid, Overdue) require a custom select field on the Opportunity. These do not generate invoices in Twenty — billing is out-of-scope for the CRM and should continue in a dedicated legal billing platform. We maintain the invoice status history for reference and ensure all past billing information transfers completely.