Migrate from Insight Legal Case Management to HubSpot

Insight Legal client records map directly to HubSpot Contacts. Client name splits into firstname and lastname fields; email and phone map directly. Multiple contacts per client collapse to one HubSpot Contact record, with additional parties surfaced as association labels. Original Insight Legal client IDs are stored in a custom Source_System_ID__c property on the Contact for traceability and future delta runs.

Insight Legal organisational records on a matter (opposing counsel, court, third party) map to HubSpot Companies. Organisation name, address, and domain map to Company name, address, and website respectively. HubSpot's N:N contact-to-company model allows multiple Insight Legal parties to link back to the same Company.

Insight Legal matters are the core migration object. Each matter maps to a HubSpot Deal. Matter type (conveyancing, litigation, private client) becomes a Deal property or pipelines. Matter title becomes Deal name; matter reference number stored in a custom property. If matter-level custom fields exist, they map to Deal custom properties.

Insight Legal matter statuses (Open, Pending Review, Closed, Archived) require a value-by-value map to HubSpot Deal stage values. We capture the full list of statuses from the Insight Legal data export before migration so no values are dropped. Probability weights are applied per stage based on HubSpot's default or your custom forecast model.

Insight Legal parties (Client, Opposing Party, Barrister, Witness, Expert) are Contacts in HubSpot with association labels added via HubSpot's import-label feature. A party-role label maps to the HubSpot contact-company association label. For parties that are organisations, the Organisation object maps to a Company and the individual contact links to it.

Insight Legal documents (correspondence, pleadings, correspondence history) download and re-upload to HubSpot Files. Each file gets linked to the corresponding Matter/Deal and Contact/Company records. If the original file is unavailable or too large, a Note record with the document title and a link reference is created instead.

HubSpot has no native time-tracking object. Insight Legal time entries (date, duration, description, billable flag) migrate as a HubSpot Custom Object named 'Time Entry' linked to the Matter/Deal. Fee-earner who recorded the time resolves to a HubSpot user by email match. Billing amounts surface in the custom object fields.

Insight Legal billing records (invoice number, date, amount, status, line items) migrate as a HubSpot Custom Object named 'Legal Bill' linked to the Contact and Deal. Trust accounting entries and disbursement records become a separate custom object or are attached as Notes to preserve the ledger history without HubSpot-native accounting logic.

Insight Legal matter-level custom fields (e.g., Lease Type, Court Reference, Will Writer) map to HubSpot custom properties on the Deal object. We create each custom property in HubSpot before migration using the same field type (picklist, date, number, text). Custom property names are preserved verbatim for admin traceability.

Insight Legal users and fee earners resolve to HubSpot Users by email address. If a HubSpot User account does not exist for the email, the record flags for your team to invite the user or assign a fallback owner before migration. Inactive Insight Legal users are flagged separately.

Insight Legal matter workflows and templates (out-of-the-box for conveyancing, employment, family law) have no HubSpot equivalent. We export the workflow definitions as a structured JSON document your HubSpot admin can use as a reference when building HubSpot Workflows and Deal templates.

Insight Legal AML check records and compliance documentation store as document links within a matter. These have no HubSpot native equivalent. The document files migrate under the Matter/Deal file list; the compliance status is preserved as a custom property on the Deal.