Migrate from InfoTrack to Nutshell

InfoTrack Matters represent legal cases or file matters tied to a client organization. They map directly to Nutshell Companies — the firm name becomes the Company Name, and matter-specific details (practice area, jurisdiction) become custom fields on the Company record.

InfoTrack does not expose a standalone contact API; contacts are embedded in order records (ordering attorney, client contact). We extract unique email and name combinations across all orders and create Nutshell People, deduplicating by email address. The Person is linked to the Company representing their matter.

Each InfoTrack service order (eFiling, process serving) becomes a Nutshell Deal. The order type becomes the Deal name prefix; the order fee amount becomes the Deal amount. Order status (Pending, In Progress, Complete) maps to Nutshell pipeline stages defined per workflow.

InfoTrack order statuses map value-by-value to Nutshell pipeline stages. 'Pending' maps to 'Qualifying', 'In Progress' maps to 'Presentation Scheduled', 'Completed' maps to 'Closed Won', and 'Failed' maps to 'Closed Lost'. Stage probabilities are applied from Nutshell's default probability weights for each mapped stage.

InfoTrack invoice records (exported as CSV) are parsed and attached as Notes to the corresponding Nutshell Person or Deal. The Note body includes invoice number, date, amount, and line items. Original invoice files are re-uploaded as Nutshell File Attachments if present in the export.

InfoTrack custom fields attached to orders (e.g., Court Code, Service Address, Case Reference) require corresponding custom fields in Nutshell. We create Nutshell custom fields on the Deal object matching the source field type (text, picklist, date) before the migration runs. Field labels are preserved for traceability.

InfoTrack integration connection records including Practice Management system links and API key references are preserved as Notes on the Nutshell Company record for audit trail purposes. These are reference data only and document what integrations existed in the source system — all integrations must be rebuilt in Nutshell separately using the integrations available in Nutshell's marketplace.

InfoTrack document records include filename, filing date, court, and status. The metadata becomes a Note attached to the corresponding Deal; the actual document file is re-uploaded as a Nutshell File Attachment on the same Deal if the export includes binary files.

InfoTrack user accounts linked to orders are matched to Nutshell users by email address for owner assignment on migrated records. Unmatched attorneys are flagged before migration begins — the firm either creates Nutshell user accounts first or assigns those records to a designated fallback owner during the migration run.

Payment records attached to InfoTrack orders including ACH confirmation numbers and card transaction IDs are preserved as Notes on the corresponding Nutshell Deal record. Nutshell does not have a native payment or billing object — this Note-based approach preserves the complete billing audit trail for finance team reconciliation after migration.