Migrate from InfoTrack to Zoho CRM

InfoTrack Matter is the central case record; it maps directly to Zoho Deal (module API name: Deals). The Matter name becomes Deal Name. Court name, case number, and filing type are stored in custom fields on the Zoho Deal. Matter status (active, closed, pending) maps to Zoho Deal Stage. The Deal AccountId points to the primary client Account.

InfoTrack Party records (plaintiff, defendant, attorney contacts) map to Zoho Contacts. Party type (e.g., 'Opposing Counsel', 'Court Clerk') is stored in a custom pick-list field on the Contact. Each Party record is linked to the related Matter via a custom lookup field on the Deal.

The client represented by the firm in an InfoTrack Matter maps to a Zoho Account. Client name and address fields map to Account Name and Billing Address. Multiple Matters can reference the same Account. If InfoTrack stores client billing info separately, that maps to Account fields or a Zoho custom module.

Court filing events in InfoTrack (eFiling submission, acceptance, rejection, returned document) map to Zoho Tasks with a custom Filing_Type__c field set to 'Court Filing'. eFiling acceptance timestamps become Task Closed Date. Events with a specific start/end time (e.g., hearing dates) map to Zoho Events with the court name in Location and case details in Description.

Each process-serving task in InfoTrack maps to a Zoho Task with custom fields Service_Status__c (Pending, Served, Non-Service), Process_Server__c, and Attempt_Count__c. Service attempts and returned documents are logged as Task Sub-Tasks or linked Tasks. Non-service reports are stored as attachments on the Task record.

Court-filed documents and returned stamped copies stored in InfoTrack are migrated as Zoho Notes with the document URL in the Note Body or as Zoho Attachments on the related Deal. File size limits apply: Zoho allows attachments up to the storage quota of the Zoho CRM edition. Inline images are preserved where the source format is compatible.

InfoTrack litigation expenses (filing fees, service costs, court copy charges) bill directly to clients. These map to a Zoho custom module called Matter_Expense__c with fields for Amount, Expense_Type__c, Matter__c (lookup to Deal), and Billable__c. The module is created during schema setup; if the _C naming convention is used (Matter_Expense_C), Zoho's Data Migration wizard auto-recognizes it as a custom module.

Any InfoTrack matter property that has no Zoho equivalent (e.g., Court_Division__c, Judge_Assigned__c, Statute_of_Limitations__c) is created as a custom field on the Deal module during schema setup. Zoho Professional+ supports custom fields on all standard modules. Date, pick-list, and text types are created to match InfoTrack data types; multi-select fields use Zoho's multi-select pick-list type.

InfoTrack users (attorneys, paralegals, admins) are matched to Zoho CRM users by email address. Unmatched users are flagged before migration; the firm either creates Zoho user accounts first or assigns records to a designated fallback owner. Owner resolution is validated during the sample migration phase before the full run.

InfoTrack integration credentials linking to Clio, LEAP, or Time Matters have no Zoho CRM equivalent. We preserve the integration connection details as a reference note and document the mapping plan so the firm's admin can reconnect the practice management system to Zoho via Zoho Flow or the relevant connector after migration.