Migrate from GAIA.law to Nutshell

GAIA.law Agreement records map to Nutshell Deals. Agreement name becomes Deal name. Effective date, expiry date, and total agreement value map as custom date and amount fields. The GAIA.law agreement ID is preserved as a custom Source_ID__c field for delta-run de-duplication.

GAIA.law's native agreement lifecycle (Draft, In Review, Signed, Active, Expired, Terminated) has no direct Nutshell equivalent because Nutshell's stage model is designed for sales pipelines rather than contract progression. A custom pick-list field (contract_lifecycle_stage__c) captures the current stage as a reference value so teams can sort and filter agreements by lifecycle status in Nutshell reports and list views.

GAIA.law party records with individual names map directly to Nutshell People using the standard Person object fields (first_name, last_name, email, phone). The party role from GAIA.law (Counterparty, Witness, Internal Approver, External Counsel) migrates as a custom Role__c pick-list field on the Nutshell Person record so teams can identify each contact's contractual role without opening the original agreement.

GAIA.law party records representing organizations (law firms, counterparties, notaries, regulators) map to Nutshell Companies. Company name, jurisdiction, and industry map directly to their Nutshell Company equivalents. Address data (street, city, country) migrates to the corresponding Nutshell Company address fields, preserving the full organizational location for each party.

GAIA.law allows N:N party-to-agreement links. In Nutshell, each linked Person record is associated to the corresponding Deal via a Note or Activity that records the party role and contact's involvement. When multiple parties of the same type are linked, all are surfaced in the activity narrative.

GAIA.law obligations (payment milestones, compliance deadlines, renewal triggers) map to Nutshell Tasks. Task subject carries the obligation description. Due date maps to the Nutshell Task due date. The parent Agreement is noted in the task description so the contractual context is preserved.

GAIA.law clauses with clause type, governing law, and indemnification language have no Nutshell native equivalent. Each clause type is mapped as a long-text custom field on the Deal, preserving the clause text for reference without forcing Nutshell's simple text model to hold structured legal markup.

GAIA.law's e-signature completion status (Pending, Sent, Viewed, Signed, Declined) migrates as a custom esign_status__c pick-list field on the Nutshell Deal object. Signatory email and signing timestamp are stored as additional custom text and date fields on the same Deal record, preserving the complete e-signature audit trail from GAIA.law in Nutshell.

GAIA.law's AI extraction engine produces structured key-term and value pairs (e.g., penalty rate, renewal notice period). These migrate as named custom fields on the Deal record so the extracted data is queryable in Nutshell reporting without relying on external AI tooling.

GAIA.law communication logs linked to agreements (review comments, negotiation emails, approval notes, amendment discussions) migrate as Nutshell Activities attached to the corresponding Deal. Original timestamps, author email, and activity type are preserved so the complete negotiation history remains intact in Nutshell for audit and reference purposes.

GAIA.law inline review workflows, approval chains, and clause-checking automations are proprietary platform logic. These do not migrate. FlitStack exports workflow definitions as a structured JSON document so your Nutshell admin can rebuild equivalent sequences using Nutshell's email sequence and task-routing tools.

GAIA.law's contract analytics, obligation dashboards, and compliance reports have no direct Nutshell equivalent because Nutshell's native reporting is oriented toward sales pipeline metrics. The underlying data (agreement values, obligation statuses, expiry timelines) migrates into Nutshell Deals and Tasks, but dashboard configurations must be rebuilt in Nutshell's reporting module using the migrated custom fields.