Migrate from Insight Legal Case Management to Freshsales

Insight Legal clients map directly to Freshsales Accounts. Client name, address, contact email, and telephone transfer as Account.Name, billing address fields, and Account Phone. Clients without a matter association migrate as standalone Accounts with a source_system_id for audit traceability. This ensures every client record maintains its original identifier for reference matching and reconciliation during the migration process.

Insight Legal contacts (parties on a matter: opposing counsel, witnesses, referrers) map to Freshsales Contacts. Email, phone, job title, and address fields transfer directly. Contacts without a linked Client in Insight Legal attach to a default 'No Account' placeholder Account in Freshsales.

Insight Legal matters translate into Freshsales Deals. Matter title becomes Deal Name, and matter reference numbers are preserved in a custom field (matter_reference__c). Insight Legal's matter status (Open, Closed, Archived) maps to Freshsales Deal stage via a value-mapping table, with Open routing to the first pipeline stage and Closed routing to a Won or Lost stage based on billing outcome.

Insight Legal stores matter type as a database column (e.g., Family, Conveyancing, Employment). Freshsales has no native case-type field on Deals. We create a custom picklist field Case_Type__c on the Deal object and populate it via value mapping from the source matter type string. Firms must define the picklist values in Freshsales Settings before migration.

Insight Legal fee earners (solicitors, paralegals) map to Freshsales Users by email match. The primary fee earner on a matter becomes the Deal Owner in Freshsales. Secondary fee earners are preserved as a custom multi-select text field (Secondary_Fee_Earners__c) on the Deal. Unmatched fee earners require Freshsales user provisioning before migration or fallback assignment to a designated admin user.

Insight Legal time records (date, duration, narrative, billing rate) map to Freshsales Tasks linked to the parent Deal. Task Subject carries the time-record narrative, Task Due Date carries the record date, and duration in minutes transfers as a custom number field (Time_Minutes__c). Billable vs. non-billable flag from Insight Legal maps to Task Type in Freshsales.

Documents and files attached to Insight Legal matters are downloaded from the document management path, re-uploaded to Freshsales Files, and linked to the corresponding Deal record by Deal ID. Original filenames and create dates are preserved in Freshsales File metadata. Files over 25MB require chunked upload via the Freshsales file API.

Insight Legal's client account ledger (monies held, disbursements) has no direct Freshsales equivalent. We create a custom object Client_Trust__c with fields for transaction_type, amount, date, and matter_reference. Trust account data is migrated for audit continuity but Freshsales does not process financial transactions — billing must be handled in an accounting system post-migration.

Insight Legal bills and invoice records carry total billed amount and last bill date. These values migrate as custom fields on the Deal (Last_Bill_Date__c as date, Total_Billed__c as currency). Freshsales does not have native billing or invoicing — invoice history is preserved as reference data, not as actionable billing records.

Insight Legal stores key dates and deadlines against matters. These transfer as Freshsales Tasks with Task Type = 'Deadline' and the original deadline date as the Task Due Date, linked to the parent Deal. Overdue deadlines flagged in Insight Legal carry a custom 'Overdue_at_Migration__c' checkbox set to true for admin review.

Insight Legal supports user-defined custom fields per firm. Each custom field requires a corresponding Freshsales custom field to be created before migration. Field type parity is enforced: if Insight Legal stores a date, the Freshsales custom field must be Date type. We deliver a custom-field creation checklist as part of the migration plan.

Insight Legal staff records (name, email, role, department) map to Freshsales Users. Email is the primary match key. Role and department transfer as User custom fields (Role__c, Department__c). Insight Legal's access-control permissions have no Freshsales equivalent — access rules must be rebuilt in Freshsales Profile and Role settings post-migration.