Migrate from Filevine to HubSpot

Filevine projects map directly to HubSpot deals. The project name becomes the deal name, and the primary contact on the project links to the deal via HubSpot's deal-to-contact association. Phase names in Filevine map to deal stage values, and phase-entered timestamps are preserved as custom datetime properties.

Filevine people records map to HubSpot contacts 1:1. Email, phone, address, title, job description, and any custom properties on the person record migrate as HubSpot contact properties. The person's association to the primary organization becomes the contact's company association, preserving the organizational hierarchy.

Filevine organizations map to HubSpot companies. Organization name becomes company name, domain maps to website, industry maps via value mapping to HubSpot's industry picklist, and employee count and annual revenue transfer as direct fields. Multi-person organizations generate multiple contact records all linked to the same company.

Filevine tasks associated with a project migrate as HubSpot tasks linked to the corresponding deal. Task subject, due date, assignee, and completion status transfer. Task body content maps to the task description field. Phase-specific tasks carry their phase context as a custom property for rebuild reference.

Filevine calendar events and deadlines map to HubSpot meetings with original start/end times, owner, and invitee list preserved. Deadline-chain dates linked to a specific phase migrate with phase context attached so the deadline logic can be rebuilt in HubSpot workflows.

Filevine documents (PDFs, Word files, medical records) attached to projects re-upload to HubSpot Files linked to the corresponding deal record. File names and any document-type labels are preserved as HubSpot file titles. Inline document associations are recreated as deal attachments in HubSpot.

Filevine custom sections (text fields, dropdown lists, date fields, numeric fields) on any object become HubSpot custom properties on the matching object. Dropdown values require value-by-value mapping to HubSpot's picklist options. Each custom section field is inventoried during the planning phase so the schema plan is ready before migration.

Filevine time entries are legal billing records with no direct HubSpot equivalent. FlitStack creates a TimeEntry custom object in HubSpot and maps time entry fields (hours, rate, description, date) as custom properties. The custom object associates to the deal so billing history is accessible on the case record.

Filevine expenses migrate to a HubSpot Expense custom object with amount, category, date, and description fields. The expense record links to the deal via a custom association so expense totals can be calculated on the deal record using HubSpot reporting.

Flat fee billing items migrate to a Fee custom object with description and amount, associated to the deal. This preserves the complete billing picture from Filevine within HubSpot's deal context, including fee structure and payment tracking history.

Filevine case phases map to HubSpot deal stages via value-by-value mapping. Each phase name in Filevine (for example, 'Intake', 'Discovery', 'Settlement', 'Trial') maps to a corresponding deal stage picklist value in HubSpot. The stage probability and forecast category are set per mapping. Phase-entered and phase-exited timestamps are preserved as custom datetime fields for historical reporting.

Filevine statute-of-limitations dates migrate as a custom date property on the HubSpot deal. This is a legal-specific field with no native HubSpot equivalent and must be created as a custom property on the deal object before migration, preserving critical deadline information.

Filevine DocGen templates (document generation configurations) cannot be imported into HubSpot because HubSpot has no native document assembly equivalent. We export the DocGen configuration as a structured note on the deal so your team has a reference for rebuilding templates in a third-party document assembly tool.

Vinesign e-signature envelope records and signing status do not migrate to HubSpot because HubSpot has no native e-signature tracking. Envelope metadata is exported as a reference note on the contact or deal so the signing history can be manually recorded or rebuilt with a HubSpot-integrated e-signature tool.