Migrate from GAIA.law to HighLevel

GAIA.law agreements are document-centric records; HighLevel has no native agreement object. We extract the primary stakeholder from each agreement and create a contact record, with the agreement linked via a custom URL field pointing to the source document in GAIA.law.

GAIA.law stakeholders (counterparties, signatories, reviewers) map directly to HighLevel contacts. Contact name, email, phone, and role are preserved. Multiple stakeholders per agreement become individual contact records linked to the primary agreement-contact via the Source_System_ID__c field for cross-reference. Role-based categorization in GAIA.law transfers as contact role fields, maintaining organizational context in HighLevel.

GAIA.law organization records map 1:1 to HighLevel companies. Company name, domain, industry, and employee count transfer as direct field maps. Multi-stakeholder companies in GAIA.law collapse to a single HighLevel company record with all associated stakeholder contacts. Address and location data migrate as standard address fields, ensuring geographic context is preserved for territory planning and reporting in HighLevel's CRM features.

GAIA.law agreement stages (Draft, Under Review, Active, Expired, Terminated) have no HighLevel native equivalent. We create a custom pick-list field (Agreement_Status__c) on the contact record to preserve the latest agreement lifecycle state for each stakeholder. When multiple agreements exist for one contact, the status field reflects the most recently executed agreement, with historical statuses captured in linked note attachments for complete audit trails.

Agreement categories like NDA, MSA, SOW, and Employment Agreement are stored as a custom field (Agreement_Type__c) on the contact record. Each contact can hold multiple agreement types — we preserve the full history as comma-separated values or create multiple entries.

GAIA.law equity records (share classes, stakeholder allocations, vesting schedules) migrate to a HighLevel custom object named Equity_Stakeholder__c. Each record links to a contact via a lookup relationship, storing share count, percentage, share class, and vesting cliff date. The custom object schema must be pre-created in HighLevel before migration, including Vesting_Start_Date__c and Vesting_Cliff_Date__c fields to support post-migration equity reporting and dilution calculations.

GAIA.law e-signature audit data (signer, timestamp, IP address) is not structurally transferable to HighLevel's document model. We preserve the final signature status as a custom text field (Signature_Status__c) on the contact for reference — full audit trails remain in GAIA.law.

Monetary values from GAIA.law agreements (contract value, equity stake value) migrate to a custom currency field (Contract_Value__c) on the contact record. HighLevel's native currency formatting applies — values are stored as decimal numbers with the configured currency. Exchange rate handling depends on your HighLevel currency settings at the time of migration; multi-currency datasets require pre-migration configuration to ensure consistent value representation across all migrated contracts.

Documents attached to GAIA.law agreements are downloaded and re-uploaded as HighLevel contact attachments. File size limits apply (HighLevel's 25MB per file cap). We preserve the original filename and attach each file to the corresponding migrated contact record. Files exceeding the 25MB limit are flagged during the pre-migration audit and split or compressed before the migration run to ensure no attachments are lost during transfer to HighLevel's document storage model.

GAIA.law AI-driven legal workflows (contract review, approval routing, extraction prompts) operate on legal process semantics fundamentally different from HighLevel's trigger-action workflow model. We export workflow definitions as a structured JSON reference for your HighLevel admin to rebuild using HighLevel's workflow builder.

GAIA.law stakeholder tags (Legal Entity Type, Jurisdiction, Compliance Level) map to HighLevel contact tags. Value-by-value mapping is required for tags that carry legal meaning — we document each mapping in the migration plan and apply tags during the migration run.

Notes and activity history recorded against GAIA.law agreements migrate as HighLevel tasks (for action items) and notes (for reference content). Original timestamps and author information are preserved. Agreement-linked notes attach to the corresponding migrated contact. Activity records containing due dates transfer as task due dates in HighLevel, enabling your team to follow up on pending items immediately after migration without manual re-entry of historical action items and commitments.