Migrate from Fulcrum Snap to Nutshell

Fulcrum Snap clients (legal entities or individuals) map to both a Nutshell People record and a Nutshell Company record. Primary individual contacts become People with a related Company; corporate clients create a Company record with the primary contact as a linked People record. The Fulcrum Snap client type field (individual vs. organization) drives whether the Nutshell record lands as People-first or Company-first.

Fulcrum Snap matters have no direct Nutshell equivalent. We create a Nutshell Deal for each matter, using the matter name as the Deal name and the matter number stored in a custom field (Matter_Number__c). The responsible attorney maps to the Deal owner via email match against Nutshell users. Matter status (Active, Closed, On Hold) maps to Nutshell pipeline stage values defined per record type.

Fulcrum Snap matter lifecycle statuses (New, In Progress, Pending, Closed, Archived) are mapped value-by-value to Nutshell pipeline stage names. The mapping plan is delivered before migration runs so your admin can configure Nutshell pipeline stages to match the source statuses before data lands.

Fulcrum Snap time entries map to Nutshell Activity records (Task type) linked to the corresponding Deal (matter). Original date, duration in minutes, billing code, and description are stored in custom fields on the Activity: Original_Date__c, Duration_Minutes__c, Billing_Code__c. Billable vs. non-billable flag migrates as a custom pick-list field.

Fulcrum Snap's Ebilling Efficacy module produces invoices and LEDES 1998B exports with no Nutshell equivalent. Bill records are exported as Notes attached to the related Company and Deal, carrying invoice number, total amount, status (Sent, Paid, Overdue), and LEDES codes. Financial reconciliation must be completed in your accounting tool post-migration.

Fulcrum Snap extension fields on any object migrate as Nutshell custom fields on the matching record type. Field type translation is applied: SAP date fields become Nutshell date fields, pick-list values become Nutshell choice fields, currency fields become Nutshell number fields with two decimal precision. The mapping plan enumerates every custom field before migration runs.

Fulcrum Snap's Risk Assessment module produces structured risk evaluations with severity scores and mitigation notes. These have no Nutshell equivalent. We export the full risk record as a rich-text Note attached to the related Company, preserving all risk data as reference text for post-migration review.

New Business Intake and Conflicts module results from Fulcrum Snap are captured as Notes on the relevant Company record. Conflict check status (Clear, Cleared with Notes, Conflict Found) and the responsible party are preserved. This is informational only — Nutshell does not enforce conflict checking natively.

Fulcrum Snap file attachments on matters, clients, or time entries are downloaded and re-uploaded to the corresponding Nutshell record (Company, People, or Deal). File size limits from Nutshell apply (25MB per file). Inline images in Fulcrum Snap notes are extracted and rehosted as Nutshell file attachments.

Fulcrum Snap user records are resolved against Nutshell users by email match. Unmatched attorneys are flagged before migration; your team either creates Nutshell user accounts first or assigns their records to a fallback owner. SAP role and permission sets do not transfer — Nutshell roles and permissions must be configured separately post-migration.

Fulcrum Snap WIP records track unbilled time against matters. WIP balances are preserved as Notes on the corresponding Nutshell Deal (matter) with original WIP amount, currency, and reporting date. Actual billing must be completed in your e-billing or accounting system post-migration.