Migrate from Goodlegal to Odoo CRM

Goodlegal contact records map directly to Odoo res.partner. Email, phone, name, company association, and address fields carry over as standard Odoo partner fields. The partner_type field in Odoo (customer, company, individual) is set to 'customer' by default for all migrated contacts.

Goodlegal legal matters translate to Odoo crm.lead records because Odoo does not have a native legal-matter object. The matter name becomes crm.lead.name, matter status maps to stage_id via value_mapping, and the Goodlegal case number is stored in a custom Char field Case_Number__c on the lead. Legal matter priority (high/medium/low) maps to a custom pick-list field on the lead.

Goodlegal links a contact to a legal matter with a role (client, opposing counsel, witness). In Odoo, the primary contact lands on crm.lead.partner_id, and additional contacts with roles are added as crm.lead contacts via the partner's activity log or as a custom Many2many field that captures role text from the Goodlegal link.

Goodlegal document records (PDFs, Word files, templates) attach to the corresponding Odoo partner or crm.lead record via ir.attachment with res_model set to 'res.partner' or 'crm.lead' and res_id pointing to the migrated record ID. Original file names, create dates, and create_uid from Goodlegal are preserved in the Odoo attachment metadata.

Goodlegal activity entries (logged calls, note entries, document events) map to Odoo's mail.message records linked to the crm.lead or res.partner by res_model and res_id. Call-type activities map to crm.phonecall with type='call', subject, and date_deadline preserved from the Goodlegal log. We also map meeting and task activities to mail.message with the appropriate subtype, preserving the original author and creation timestamp to maintain full audit trails.

Goodlegal users are resolved in Odoo by matching email addresses to res.users records. Unmatched users are flagged before migration — your team either creates the Odoo user accounts first or assigns their records to a fallback user. Team assignments from Goodlegal map to Odoo crm_team_id membership.

Goodlegal custom properties on contact records (beyond name, email, phone) require Odoo Studio field creation on the res.partner model before migration. Each Goodlegal property type (text, number, date, pick-list) maps to the nearest Odoo field type. Pick-list values require value_mapping between Goodlegal options and the new Odoo selection field.

Goodlegal custom fields on legal matters require Odoo custom fields on crm.lead. If the custom field tracks a legal-specific concept (e.g., jurisdiction, case type, billing arrangement), it becomes a Char, Selection, or Many2one field on the lead depending on data type. These must be pre-created in Odoo Studio before the migration run.

Goodlegal organization records with type='company' map to Odoo res.partner records with is_company=True. The company name maps to name, domain/website to website, industry to industry_id via value_mapping, and employee count to employee_count. The individual contacts at that company link via child_ids on the company partner record.

Goodlegal automation rules (matter-triggered notifications, status-change alerts, document auto-filing) do not migrate. They must be rebuilt as Odoo Studio Automations or server actions post-migration. We export the Goodlegal rule definitions as a structured reference document your Odoo admin can use to reconstruct the logic in Odoo Studio's trigger-and-action builder.

Goodlegal third-party integrations (e-signature providers, document storage, billing systems) have no direct Odoo equivalent and must be reconfigured. E-signature integrations (DocuSign, PandaDoc) map to Odoo's Sign module. Document storage integrations map to Odoo Documents. Billing integrations map to Odoo Account.

Goodlegal internal notes on contacts and matters migrate as Odoo mail.message records with subtype='note' — visible in the Odoo chatter on the res.partner or crm.lead form. Original create date and author are preserved. Rich-text formatting is simplified to plain text where necessary.