Migrate from FilePro to Nutshell

FilePro's client record maps 1:1 to Nutshell People. The client's name fields map to Nutshell's firstname and lastname; email and phone map directly. If FilePro stores multiple contacts per client file, each contact row becomes a separate Nutshell People record.

When a FilePro client file includes a firm or organization name (common for commercial clients), that name maps to a Nutshell Company record. Each client can optionally link to one primary Company for address and industry data. If the client file contains multiple branch offices, each branch can be created as a separate Company record linked to the same People entry.

Each FilePro matter becomes a Nutshell Deal. The matter number or name becomes the Deal name; matter type (property, litigation, commercial) maps to a Nutshell custom field rather than a pipeline, since Nutshell uses a single pipeline model. This approach ensures that all matter metadata is searchable in Nutshell's filters and reports.

FilePro user-defined fields on matter records (e.g., matter_type, matter_reference, opposing_counsel) need Nutshell custom fields created per field. Nutshell supports custom fields on People, Companies, and Deals but not custom objects. During provisioning, we assign the appropriate field type (text, number, pick‑list, or date) based on the data content. If a FilePro field contains a limited set of values, we recommend a pick‑list to preserve consistency in Nutshell.

Billable hours total per matter has no native Nutshell equivalent. We create a custom Number field Billable_Hours__c on the Deal object and populate it from FilePro's time-tracking totals. This field can be used in Nutshell reports to show total billed time per client or matter, and it can be included in dashboards alongside other financial metrics.

FilePro's trust account balance per matter migrates as a custom Number field Trust_Balance__c on the Deal. Nutshell does not have accounting primitives — this field is for reference and reporting, not reconciliation. You can include Trust_Balance__c in custom reports to monitor historical trust balances, but any real‑time trust accounting must remain in a dedicated practice‑management or accounting system.

FilePro time entries linked to a matter map to Nutshell Tasks on the corresponding Deal. Each task records the date, narrative description, and duration. Billed vs. unbilled status is preserved as a custom pick-list field on the task. The task subject can be set from the time entry description, and the due date defaults to the entry date unless a different deadline is specified.

FilePro stores documents against matter records. We extract file names and attach them as Nutshell Notes on the relevant Deal. Binary file re-hosting is not included — document URLs are preserved as text notes for manual re-upload. If you need the actual files migrated, FlitStack can coordinate with your IT team to transfer them to a cloud storage service and link the URLs within Nutshell Notes.

FilePro's owner is identified by initials or contact reference within the matter. We resolve each owner by matching their email against Nutshell users and set the resolved user as the Deal owner. Unmatched owners are flagged before migration. If multiple contacts share the same email domain, we use additional attributes such as first name or firm name to improve matching accuracy.

FilePro matter status values (open, pending, closed, on-hold) map to Nutshell Deal stage values. The mapping is configured per your Nutshell pipeline stage setup before migration begins. You can adjust stage names and add custom stages in Nutshell, and FlitStack will update the mapping accordingly to ensure accurate status translation.

FilePro's internal record ID is stored as Source_ID__c on each Nutshell record. This enables delta-run de-duplication and traceability back to the source system for reconciliation. During subsequent delta syncs, the Source_ID__c field allows FlitStack to match updated records in FilePro to their existing Nutshell counterparts without creating duplicates.