Migrate from Insight Legal Case Management to Nutshell

Insight Legal Client records (name, email, phone, address, role) map directly to Nutshell Person records. The client's primary matter associations are preserved as custom fields or association notes in Nutshell since Nutshell People have no native matter link. Custom fields are created in advance to capture matter references and status for audit continuity.

Insight Legal Company records map to Nutshell Company records. Company domains, industry classification, employee count, and billing address transfer as standard fields. Multi-contact associations (Insight Legal N:N model) require deciding a primary contact in Nutshell or using Nutshell's secondary-link model.

Insight Legal Matters have no Nutshell equivalent. We extract matter name, reference number, status, open date, and key dates into a set of custom fields on the associated Person record. Matter-specific parties (opposing counsel, third parties) are stored as custom text fields or linked notes for reference.

Insight Legal matter lifecycle stages (Instruction, Investigation, Review, Settlement, Closed) map to a custom pick-list field (Matter_Status__c) on the Person record. We preserve the stage value and entered-date as a datetime field for audit continuity. If the source stage does not match an existing pick-list option, we create a new value and flag it for review.

Insight Legal correspondence entries (date, sender, subject, body) migrate as Nutshell Activity records. Each correspondence becomes a Task with type='Email' or type='Note' depending on the source format. Original timestamps and sender attribution are preserved. We also map the recipient field to the Person linked in the activity to maintain a full conversation thread.

Insight Legal document links pointing to stored files are re-downloaded and re-uploaded to Nutshell Files, then attached to the corresponding Person or Company record. File size limits (Nutshell's 25MB per file) apply; oversized files are flagged for manual handling. During upload, we verify each file's checksum to ensure no corruption occurs in transit.

Insight Legal key dates (court deadlines, filing dates, hearing dates) associated with a matter migrate as Nutshell Tasks with due_date set to the key date. The task name carries the key date description. Tasks are linked to the Person record representing the client or matter.

Insight Legal time entries (date, duration, narrative, billable flag) have no Nutshell equivalent. We preserve time entry data as a formatted Note on the Person record showing date, duration, and narrative. For firms needing time tracking in Nutshell, this requires a third-party integration or custom object build.

Insight Legal billing ledger entries (invoice number, amount, date, status) have no Nutshell equivalent. We store a financial reference note on the Person showing invoice details. True legal billing must be handled in dedicated legal accounting software post-migration. We include a link to the original ledger entry in the note for audit reference.

Insight Legal fee earner records map to Nutshell Users. Resolution happens by email match — if a fee earner email does not correspond to a Nutshell user, we flag the record and assign it to a fallback Nutshell owner until the team creates the user account.

Insight Legal custom properties defined on Matters (e.g., case type, jurisdiction, court, judge) create new custom fields in Nutshell on the Person record. Field types map as closely as possible: text to text, date to date, pick-list to pick-list. We surface all custom properties in the migration plan for client review.

Insight Legal trust accounting records (balance, transaction type, client ledger) have no Nutshell equivalent. We preserve a trust-account reference note on the Person record showing the last known balance and account status. Trust accounting must be rebuilt in dedicated legal accounting software.

Insight Legal allows multiple parties with roles on a matter (Client, Opposing Counsel, Expert Witness). Since Nutshell has no matter object, role assignments are stored as a custom text field or merged note on the Person record, listing each role association with the original matter reference.