Migrate from FilePro to HighLevel

FilePro clients map directly to HighLevel contacts. Each client record becomes a contact with the client's name, primary email, phone, and address transferred to the contact profile. FilePro's client type (individual versus corporate) maps to a custom pick-list on the contact custom fields.

FilePro contact persons associated with a client map as additional contact records linked to the same primary contact. HighLevel supports multiple contact entries per client relationship — each contact preserves the relationship to the primary client contact record. During migration, each secondary contact's email, phone, and role are imported to maintain full communication history.

FilePro companies (business entities linked to clients) map to HighLevel companies. Company name, domain, industry, and employee count migrate as company object fields. HighLevel's company-contact linking handles the relationship without requiring a custom junction object. This includes mapping the company's primary address, billing address, and any associated tags to ensure proper segmentation and reporting within HighLevel's CRM.

FilePro matters are the core legal work unit and map to HighLevel opportunities. Matter title becomes the opportunity name. FilePro matter status (new, open, pending, closed) maps to HighLevel pipeline stage values via a value-by-value translation. The matter's responsible attorney maps to the opportunity owner by email match.

Each FilePro matter status value — New Matter, Active, Awaiting Action, Pending Court, Closed — maps to a corresponding HighLevel pipeline stage. We preserve the original status transition dates as custom date fields on the opportunity record for historical continuity.

FilePro user-defined fields stored at the client level migrate to HighLevel contact custom fields. Each UDF's data type (text, numeric, date, pick-list) determines the HighLevel custom field type. We create the contact custom fields in HighLevel before migration and map values during the import run.

FilePro user-defined fields stored at the matter level migrate to HighLevel opportunity custom fields. Legal-specific fields like conflict-check result, court jurisdiction, or referral source become opportunity custom fields. Many migrate without transformation; date and numeric fields retain their original type in HighLevel.

FilePro time entries (date, duration, billable hours, billing rate, description) do not have a native HighLevel equivalent. We map each time entry to a group of opportunity custom fields (Time_Entry_Date, Billable_Hours, Billing_Rate, Total_Billable_Amount) and attach the description as an opportunity note. For high-volume time entry sets, we recommend a separate time-tracking integration post-migration.

FilePro trust accounting balances have no native HighLevel equivalent. We map each client's trust account balance to a numeric custom field on the contact record (Trust_Balance__c) and flag trust account status (Active, Reconciled, Disbursed) as a pick-list custom field. Trust statement history is exported as a PDF and reattached to the contact record.

FilePro invoice records (invoice number, amount, status, date) map to a set of opportunity custom fields. Since HighLevel lacks a native billing module, invoice status and outstanding balance migrate as read-only-style custom fields your team updates manually after go-live. We recommend establishing a regular reconciliation schedule in a dedicated accounting tool to keep invoice balances accurate and to support compliance with client billing requirements.

FilePro documents attached to matters or client records are re-uploaded to HighLevel's native file attachment storage on the corresponding contact or opportunity. HighLevel applies a 25MB per-file size limit — larger documents are flagged for manual re-upload. Inline images embedded in notes are extracted, rehosted, and re-inserted.

FilePro conflict-check results do not have a HighLevel equivalent. Conflict-check status (Cleared, Potential Conflict, Conflict Found) migrates as a pick-list contact custom field (Conflict_Check_Status__c), and the conflict-check date migrates as a date custom field. Legal teams rebuild conflict-check workflows inside HighLevel using the Workflows builder.

FilePro's court rules-based scheduling records map to opportunity custom fields (Court_Date__c, Filing_Deadline__c, Next_Hearing_Date__c). Since HighLevel lacks a native legal calendar, these dates migrate as reference fields and your team maps them to HighLevel's calendar tool or a third-party legal scheduling integration.

FilePro staff records (name, email, role, hourly rate) map to HighLevel users. Owner assignment in FilePro matters resolves by email match to HighLevel users. Unmatched staff members are flagged before migration for manual invitation or fallback assignment. Post-migration, each user's contact info and rate are visible in the HighLevel user profile, enabling accurate time tracking and billing within the platform.