Migrate from InfoTrack to Salesforce Sales Cloud

InfoTrack has no native contact object — party data exists only inside matters

InfoTrack does not store contacts as standalone records. Party data (plaintiffs, defendants, witnesses) exists only as attributes on a matter record. Migrating to Salesforce requires extracting all unique parties from every matter, deduplicating by email or name+address, and creating Salesforce Contacts — which can then be linked back to matters via the Matter_Party__c junction object. If a party appears on 12 matters in InfoTrack, they become one Contact in Salesforce with 12 junction records. This deduplication step is non-trivial for high-volume litigation firms where the same parties recur across dozens of matters, and the mapping plan must account for fuzzy name matching and address normalization before contact creation.

Custom objects and fields must be pre-created in Salesforce before data lands

Salesforce requires custom objects (Litigation_Matter__c, eFiling_Order__c, Matter_Party__c, Litigation_Expense__c) and their custom fields to be deployed before any data loads, because foreign key lookups and pick-list values must exist at insert time. InfoTrack's schema (matter types, order statuses, party roles, court jurisdictions) has no native Salesforce equivalent, so every one of these fields must be designed, created, and deployed to the target Salesforce org as a first step. FlitStack delivers a schema setup plan specifying object labels, API names, pick-list values, and field-level security before migration runs, but this adds 3–5 business days of Salesforce admin effort to the project timeline that is not present in a standard CRM-to-CRM migration.

Document files must be re-uploaded to Salesforce Files — InfoTrack stores them on its own storage

InfoTrack stores court filings, proofs of service, and related documents on InfoTrack's own file storage infrastructure. There is no bulk document export mechanism that produces downloadable files accessible via API for automated re-upload to Salesforce Files. Each document in InfoTrack must be individually downloaded (or exported via the InfoTrack UI in bulk if available) and then re-uploaded to Salesforce as a ContentVersion record linked to the correct Litigation_Matter__c. For firms with thousands of documents, this step alone can extend the migration timeline significantly and may require a separate document migration workflow that operates in parallel with the data migration.

Per-order billing in InfoTrack has no Salesforce equivalent — expense aggregation is manual

InfoTrack's pay-per-use pricing model means each eFiling order, process serving attempt, and document retrieval has an individual cost record in InfoTrack. Salesforce has no native per-order expense object tied to a CRM opportunity or account. FlitStack migrates these costs as Litigation_Expense__c records linked to the parent eFiling_Order__c, but Salesforce does not have a built-in mechanism to roll up transactional litigation costs against an Account or Opportunity the way it rolls up Opportunity line items. Billing-summary reports require custom Salesforce Reports or a billing integration to be configured post-migration, which is a separate implementation effort beyond the data migration itself.

InfoTrack API access for migration may require explicit confirmation from InfoTrack

Unlike standard CRMs that expose comprehensive REST APIs for data export, InfoTrack's API is primarily scoped to its integration layer with practice management systems (Clio, LEAP, Time Matters). Direct read access to all matter, order, party, and document records for migration purposes may not be automatically granted and could require a data export agreement or support ticket with InfoTrack. FlitStack's migration planning includes an API access assessment during the discovery phase, but clients should confirm InfoTrack read-access scope before migration kickoff to avoid delays during the extraction phase.