Migrate from Fulcrum Snap to HubSpot

Fulcrum Snap stores client contacts as SAP Business Partner contact persons linked to a client firm. Direct map to HubSpot Contact. Email, phone, job title, and address fields translate directly. Contact roles within a matter require custom properties in HubSpot since there is no native matter-level role assignment on contacts.

Fulcrum Snap represents law firms as SAP Business Partner organization records with address, industry, and billing address. Direct map to HubSpot Company. Industry pick-list values from SAP map to HubSpot's industry dropdown; custom industry values require HubSpot custom property creation.

Fulcrum Snap matter records hold client link, matter number, responsible attorney, billing arrangement, matter status, and financial WIP. HubSpot has no native matter equivalent. Matters map to either a HubSpot Deal with custom fields for billing metadata or a HubSpot custom object named 'Matters' with associations to Contact and Company records.

Fulcrum Snap time entries record hours, date, attorney, matter link, billing rate, and amount. These do not map to any standard HubSpot object. We surface them as a custom numeric property on the corresponding Deal (e.g., Total_Billed_Hours__c) or as line items on a HubSpot Quote record where the Products and Quotes module is active.

Fulcrum Snap invoice records carry invoice number, total amount, outstanding balance, billing status, and client link. HubSpot Deals hold a single amount field. We map invoice status and outstanding balance to custom properties on the Deal (e.g., Invoice_Status__c, Outstanding_Balance__c) and store the invoice number in a text custom field.

Fulcrum Snap billing arrangements specify billing type (hourly, fixed fee, contingency, LOL) and rate. HubSpot has no billing arrangement field. We create a custom pick-list property (Billing_Type__c) on the Deal object and map each Fulcrum Snap arrangement type to the corresponding HubSpot pick-list value.

Fulcrum Snap SAP user accounts store full name, email, firm role, and practice group. We match SAP user email addresses to existing HubSpot user emails for owner assignment. Unmatched SAP users are flagged for HubSpot user creation or fallback owner assignment before the migration runs.

Fulcrum Snap practice groups (Litigation, Corporate, Real Estate, etc.) are organizational units in SAP. HubSpot has no native practice group field. We create a custom pick-list property (Practice_Group__c) on both Contact and Deal so practice group context follows records into HubSpot.

Fulcrum Snap document attachments linked to matters are downloaded and re-uploaded to the corresponding HubSpot CRM record (Contact, Company, or Deal). Files are stored in HubSpot's file manager. Large document volumes may require HubSpot file storage limits review before migration.

Fulcrum Snap conflict check records store check date, checked parties, and result (Clear, Potential Conflict, Conflict). HubSpot has no conflict check field. We map this as a custom text or pick-list property on the Company record (e.g., Conflict_Check_Status__c) for lateral hire and new client intake workflow support.

Fulcrum Snap notes linked to matters map to HubSpot engagement notes on the associated Contact or Deal. Timestamps, author (matched by email to HubSpot user), and note body are preserved. Notes with structured formatting are flattened to plain text for HubSpot compatibility.