Migrate from Goodlegal to Salesforce Sales Cloud

GoodLegal documents have no direct Salesforce equivalent. We create a Contract__c custom object with Name, Status, Effective_Date__c, Expiration_Date__c, and Type__c fields. Document content migrates as Salesforce Files attached to the Contract__c record, with original version timestamps preserved in file metadata.

GoodLegal matters map to a Legal_Matter__c custom object linked to the primary Account. Matter name, description, status, assigned attorney, and matter type (litigation, transactional, advisory) migrate as custom fields. GoodLegal matter-document relationships become lookup fields from Contract__c to Legal_Matter__c. This structure preserves the hierarchical relationship between matters and contracts, enabling queries such as all contracts associated with a specific litigation matter.

GoodLegal party records with role 'Client' map to Salesforce Account and Contact. The Account stores company information; the Contact stores the individual point-of-contact within that company. We resolve by company name match against existing Salesforce Accounts. Unmatched companies are flagged for review before creation to prevent duplicates in your Salesforce org.

Counterparty parties map to Account and Contact records representing the external organization and contact. Salesforce supports N:1 Account relationships via Account Contact Relations, so multi-counterparty contracts link multiple Accounts to the primary contract record. This enables tracking of all counterparties involved in a single agreement while maintaining proper relational integrity across your Salesforce org.

GoodLegal clause libraries become a Clause__c custom object. Each clause stores name, category (indemnification, limitation of liability, termination), and standard text. Clause records link to Contract__c records via a junction object when a contract references specific clauses. The junction approach allows a single clause to be reused across multiple contracts while maintaining traceability of which contracts contain which clause versions.

GoodLegal version history migrates as Salesforce Files with version numbering preserved in ContentVersion.VersionNumber and custom Version_Notes__c fields. Each version uploads as a separate ContentVersion linked to the parent Contract__c via ContentDocumentLink with visibility set to 'AllUsers' or 'InternalUsers' per your sharing requirements.

GoodLegal user records resolve to Salesforce Users by email match. Unmatched users are flagged before migration—your team either creates Salesforce User accounts first or assigns their records to a fallback owner. GoodLegal role and permission sets do not migrate and must be reconfigured in Salesforce profiles.

GoodLegal document comments and annotations migrate as Salesforce Notes attached to the Contract__c record, preserving the original comment text, author, and timestamp. If your team uses Chatter, comments can alternatively map to FeedItem records for threaded discussion. We recommend Notes for compliance-focused organizations requiring an audit trail, while FeedItem suits teams prioritizing collaborative review workflows.

Signature status from GoodLegal migrates as a custom Signature_Request__c object linked to Contract__c. Fields include Signer_Name__c, Signer_Email__c, Status__c, Signed_Date__c, and Signature_Type__c. Signed documents re-upload as Salesforce Files. The Signature_Request__c object preserves the complete signature workflow history, including pending, completed, and declined statuses, enabling your team to resume signature collection in Salesforce or via integrated e-signature tools.

GoodLegal document tags and matter categories map to a custom pick-list or multi-select pick-list field (Document_Tags__c) on Contract__c. Values are mapped one-by-one; any tags without a matching value get flagged for your admin to assign a Salesforce equivalent. This ensures all relevant categorization is preserved during migration while giving your team control over the final taxonomy in Salesforce.

File attachments on GoodLegal documents re-upload to Salesforce Files attached to the corresponding Contract__c record. File size limits apply (Salesforce default 25MB per file; larger files require chunking or Salesforce CRM Content). Inline images in documents download and rehost as separate Salesforce Files.

GoodLegal document workflows (review cycles, approval routing, signature sequencing) have no Salesforce equivalent. We export workflow definitions as a reference document for your Salesforce admin to rebuild in Flow. The data (documents, parties, signatures) migrates; the automation logic does not.