Migrate from Goodlegal to HubSpot

GoodLegal clients map directly to HubSpot Contacts. The client name splits into firstname and lastname on the HubSpot Contact. Primary email, phone, job title, and address properties map directly. GoodLegal's client status (Active, Former) migrates as a custom pick-list field (Client_Status__c) on the Contact for reference.

GoodLegal companies (firm or organization associated with a client) map to HubSpot Companies. Company name, website, industry, and employee count map directly. A GoodLegal client without a company record lands as a Contact with no primary Company association in HubSpot.

GoodLegal matters map to HubSpot Deals. The matter name becomes the Deal name, amount defaults to the estimated billing value if present, close date maps to the Deal close date, and the owner resolves by email match to HubSpot users. Matter status (Open, Closed, Pending) becomes a custom pick-list field on the Deal since HubSpot deal stages are pipeline-specific.

GoodLegal matter type (e.g., Litigation, Corporate, Real Estate) has no HubSpot native equivalent. We create a Matter_Type__c custom pick-list on the Deal object and map each GoodLegal type value by value. During migration, any new matter types added in GoodLegal after schema capture are flagged for manual mapping to ensure completeness.

Court jurisdiction is a GoodLegal-specific field tracking which court a matter falls under. Migrates as Court_Jurisdiction__c text field on the Deal. If multiple courts apply, values are comma-separated in the custom field. After migration, the field can be used in HubSpot filters and reports to segment matters by jurisdiction.

Opposing counsel name and firm are GoodLegal fields with no HubSpot equivalent. We preserve both as text fields (Opposing_Counsel_Name__c and Opposing_Firm__c) on the Deal for audit and reference purposes. These fields enable your team to quickly identify opposing parties in HubSpot records and include them in conflict checks.

GoodLegal association labels (Attorney of Record, Associate Counsel, Paralegal) have no HubSpot native equivalent. We create Attorney_Role__c as a custom pick-list on the Deal. If a matter has multiple attorneys with different roles, the primary attorney role is stored and the others noted in a secondary text field.

GoodLegal documents have no native HubSpot equivalent. We create a Legal_Document__c custom object with associations to Contact and Deal. Each document record stores the document name, document type (e.g., Contract, Filing, Correspondence), original upload date, and a link or file attachment.

GoodLegal time entries (hours logged, billing rate, description) tie to a matter. We aggregate time entries into two custom fields on the Deal: Total_Hours__c (sum of all logged hours) and Total_Billed_Amount__c (sum of billed amounts). Itemized entries are preserved in a custom text area for reference.

GoodLegal invoices with status (Draft, Sent, Paid) map to a combination of fields on the Deal. We create Invoice_Number__c, Invoice_Date__c, Invoice_Amount__c, and Invoice_Status__c as custom fields on the Deal. Full invoice line items are not natively supported — they are preserved as a custom long-text field for rebuild reference.

GoodLegal staff members (attorneys, paralegals, admins) map to HubSpot users by email match. If a GoodLegal owner email does not match an existing HubSpot user, records are assigned to a fallback owner and flagged for admin review before the full migration commits.

GoodLegal activity logs tied to a matter (calls, meetings, notes) migrate as HubSpot Engagements on the associated Deal or Contact. Original timestamps and activity owners are preserved. Content is stored in the engagement body or note field depending on type.