Migrate from GAIA.law to Pipedrive

GAIA.law agreements map directly to Pipedrive Deals — the deal name becomes the contract title, and the deal value maps to the contract monetary value if present. Pipedrive's deal model supports custom fields for all GAIA.law metadata (execution date, governing law, renewal cadence). The deal's pipeline and stage represent the contract's current lifecycle state.

GAIA.law's counterparty companies (the business entities on the other side of an agreement) map to Pipedrive Organizations. Organization name, domain, industry, and address fields map directly. Parent‑subsidiary hierarchies in GAIA.law map to Pipedrive's parent Organization field when present, preserving the corporate structure. This mapping ensures each counterparty is correctly represented under its related organization in Pipedrive.

GAIA.law stakeholders (internal legal team members, counterparty signatories, external counsel) map to Pipedrive Persons. Each Person links to their Organization (counterparty company). Role labels (e.g., 'General Counsel', 'Counterparty Signer', 'External Advisor') are stored as Person labels in Pipedrive, and the specific agreement they're party to is noted in a custom field on the Person record.

GAIA.law lifecycle stages (Draft, In Review, Pending Signature, Executed, Expired) map value-by-value to Pipedrive pipeline stages. Executed maps to Won; Expired or Terminated maps to Lost. Draft and In Review map to early-stage pipeline columns. Pending Signature maps to a pre-close stage of your choosing, configurable per pipeline.

Pipedrive has no native e-signature status field. We create a pick-list custom field (e.g., Signature_Status__c) on the Deal object with values matching GAIA.law's e-sign states: Pending, Partially Signed, Fully Executed, Declined. Signature timestamps from GAIA.law's audit trail migrate to a custom datetime field.

GAIA.law's renewal cadence (annual, biennial, auto-renew, no renewal) and renewal notice period migrate to two custom text or pick-list fields on the Pipedrive Deal: Renewal_Type__c and Renewal_Notice_Days__c. These fields are used for Pipedrive automation rules to trigger renewal tasks ahead of expiration dates.

GAIA.law's governing_law field (e.g., 'State of New York', 'England and Wales') has no Pipedrive equivalent. We create a custom text field (Governing_Law__c) on the Deal object and migrate the exact value. This field is preserved for reference and for any downstream legal review workflows your team rebuilds in Pipedrive.

GAIA.law's multi-step approval chains (legal review, finance approval, executive sign-off) do not map to Pipedrive's workflow model. We transform each approval round into a completed Pipedrive Activity record with type='task', the approver as the assigned user, and a note capturing the outcome. A custom integer field (Approval_Rounds__c) preserves the total count for audit reference.

GAIA.law agreement PDFs and executed documents attach directly to their corresponding Pipedrive Deal as Files. Pipedrive stores files at the record level (Deal, Person, or Organization). We re-upload each agreement file and link it to the mapped Deal. File size limits (Pipedrive default 25MB per file) apply; large documents are split or linked by URL reference.

GAIA.law users who were internal legal team members on agreements resolve by email match against Pipedrive Users. Unmatched users are flagged before migration — your Pipedrive admin invites them or assigns their records to a fallback owner. Stakeholder assignments on contracts use the resolved User ID as the Person's owner.

GAIA.law's clause library tags (e.g., 'indemnification-clause-v2', 'limitation-of-liability-standard') have no Pipedrive equivalent. We create a multi-select text field (Clause_Tags__c) on the Deal object and store the comma-separated list of applicable clause identifiers from GAIA.law. Your team uses this for search and reporting in Pipedrive.

GAIA.law's agreement monetary value (contract amount, notional value, or TCV) maps directly to Pipedrive's Deal value field (formatted as decimal). If GAIA.law stores multiple values (e.g., upfront fee vs. total contract value), we use the TCV as the primary Pipedrive value and store the fee breakdown in a custom field.