Migrate from FactBox to Nutshell

FactBox parties (attorneys, clients, witnesses, opposing counsel) map directly to Nutshell People. Name, email, phone, address, title, and role fields transfer as-is. Custom fields for bar_number and specialty are created as Nutshell custom fields on Person. The direct mapping preserves all standard contact information without transformation.

FactBox organizations associated with parties map to Nutshell Companies. Company name, address, phone, and website transfer as direct field mappings. Industry type becomes a Nutshell custom field since Nutshell's industry pick-list is sales-oriented and may not reflect legal-sector classifications accurately.

FactBox case matters have no native Nutshell equivalent — they become a custom Cases object created in Nutshell. The Cases object links to the primary Person (client) and Company (law firm or defendant organization) via lookup fields. Case number, case type, case status, and court information become custom fields on the Cases object.

FactBox stores party roles per case (Lead Attorney, Client, Expert Witness, Opposing Counsel). Nutshell People have no native role-per-case concept. We create a Party_Role__c custom field on Person and populate it from the case-party association. Multiple roles across cases require the role value to be stored per case-person link.

FactBox documents with version history are consolidated — the most-recent version is extracted and re-uploaded as a Nutshell File attached to the relevant Person, Company, or custom Cases record. Version history metadata is preserved as a custom text field on the file attachment record. Earlier versions are optionally attached as additional file records if your plan includes multi-file support.

FactBox time entries including date, duration, rate, and billing_status become Nutshell Activities with custom fields Duration_Minutes__c, Billing_Rate__c, and Billing_Status__c. The activity Subject maps to the FactBox task description. Billable versus non-billable designation migrates to the Billing_Status__c custom field on each Activity record.

FactBox chronology entries (event date, description, source document) become Nutshell Activities with the event date stored in the custom Event_Date__c field and the description in the Activity Subject. Each chronology entry links to the related Cases object so the case timeline is reconstructable from the Activity list.

Case-linked tasks in FactBox map to Nutshell Activities. Task name becomes the Activity Subject. Due date maps to the Activity Due Date field. Assignee resolves by email match to a Nutshell user. Completed status maps to the Activity Completed flag.

FactBox court dates and deadlines become Nutshell Event activities. The event start time maps to the Nutshell Event start_datetime. Event subject becomes the Event title. Court location maps to the Event location field. Nutshell Events do not support all-day events natively — we store the all-day flag in a custom field.

Free-form notes in FactBox map directly to Nutshell Notes. Note body text transfers as-is without transformation. Notes originally attached to a specific case are linked to the corresponding custom Cases object. Rich-text formatting is preserved where the Note body supports it in Nutshell's implementation.

Any FactBox custom fields on People, Companies, or Cases are created as Nutshell custom fields before migration. Field type mapping follows standard transformations: date fields to Date, numeric fields to Number, pick-list values to Choice fields. Long-text custom fields map to Nutshell's long-text custom field type.

FactBox user assignments resolve to Nutshell Users by email address match. Unmatched owners are flagged before migration — your team either creates the Nutshell user first or assigns their records to a fallback user. No record migrates without a resolved owner.