Migrate from Goodlegal to Nutshell

Goodlegal contact records map to Nutshell Person records. Nutshell Person holds name, email, phone, job title, address, and social URLs. Goodlegal contact roles per matter are preserved as a custom Person field (Client_Role__c) for reference. This mapping also preserves the original creation date and source system ID as custom fields for audit and reconciliation.

Goodlegal company/firm records map 1:1 to Nutshell Company records. Fields including name, domain, industry, employee count, and billing address map to their Nutshell equivalents. Nutshell Company supports custom fields for legal-specific attributes. All imported companies retain their original website URL and any assigned tags, which are stored in a custom text field for reporting.

Goodlegal matter records do not have a direct Nutshell equivalent. Matters with an active billing relationship map to Nutshell Leads (for prospective clients) or Deals (for active client engagements). The matter name becomes the Lead/Deal name; matter stage maps to a custom pick-list field (Matter_Stage__c).

Goodlegal custom fields on matter records (contract type, billing arrangement, renewal date, practice area, jurisdiction) require new Nutshell custom fields. Multi-select pick-list values in Goodlegal are stored as comma-separated strings in Nutshell custom text fields or as custom pick-lists if value lists are known.

Goodlegal documents are re-hosted as file attachments on the mapped Nutshell Company or Person record. Nutshell attaches files to any CRM record via its Activity model. File size limits and supported formats are applied per Nutshell's attachment constraints. During migration, each file is verified for size compliance, and oversized files are flagged for manual upload.

Goodlegal time entries and activity logs map to Nutshell Activities (calls, emails, meetings) and Tasks. Original timestamps and owner assignments are preserved. Billable time amounts map to a custom number field (Billable_Hours__c) on the Activity record. If a Goodlegal activity lacks a direct Nutshell type, it is stored as a generic Task with a type label in a custom field for later review.

Goodlegal user accounts are resolved by email match against Nutshell users. Unmatched users are flagged before migration; your Nutshell admin invites them first or assigns records to a fallback owner. Goodlegal role-based permissions do not transfer. All resolved owners retain their original Goodlegal display names in a custom field for reference.

Goodlegal invoices and billing records have no Nutshell equivalent. Outstanding balance, billing arrangement type, and last invoice date migrate as read-only custom fields on the Company record for reference. Financial transaction history is preserved in Goodlegal's export. These fields appear in the Company detail view but do not trigger any Nutshell automations or workflow rules.

Goodlegal practice-area tags and matter labels are collected and mapped to a custom pick-list field (Practice_Area__c) on Person and Company records. Duplicate tags are deduplicated; values with no Nutshell equivalent are preserved in a custom text field. During import, each distinct tag is validated against the allowed pick-list values; any overflow is stored in the fallback text field for later cleanup.

Opposing counsel and third-party contacts from Goodlegal matter records migrate as Nutshell Person records without a primary Company link. The source matter reference is stored in a custom field (Source_Matter__c) for traceability. These contacts can be linked later to a placeholder ThirdParty Company record if your team wants to maintain a grouped view in the CRM.