Migrate from Insight Legal Case Management to Pipedrive

Insight Legal clients and named parties map directly to Pipedrive People. The primary client on a matter becomes the primary Person linked to the corresponding Deal. Opposing parties, witnesses, and referrers also map to Person records with a custom Party_Role__c pick-list field preserving their role on the matter.

Insight Legal organisational records (opposing firms, corporate clients, referral sources) map to Pipedrive Organizations. The organization's address, industry, and web domain transfer as standard Pipedrive Organization fields. Multi-office firms collapse to a single Organization record with additional address fields stored as custom fields.

Insight Legal matters map to Pipedrive Deals. Each matter type (conveyancing, family law, employment, private client) can map to its own Pipedrive pipeline, with matter stage statuses translated to Pipedrive Deal stage names. The Deal's person link represents the primary client; party roles stored as custom fields on the Deal reference other Person records associated with the matter.

Insight Legal matter statuses (New Instruction, In Progress, Awaiting Information, Settlement, Closed) map value-by-value to Pipedrive Deal stage names. Each matter type may use a different stage sequence, so FlitStack creates separate Pipedrive pipelines per matter type and maps stages within each pipeline context.

Billable time entries from Insight Legal become Pipedrive Activities (logged calls or tasks with time spent) or are stored as custom fields on the related Deal (Total_Time_Billed__c, Time_Narrative__c). Trust/untrust status maps to a custom pick-list field since Pipedrive has no native billing status concept. The narrative note from the time entry is preserved in the Activity description or a long-text custom field.

Insight Legal documents attached to matters re-upload to Pipedrive Files and attach to the corresponding Deal record. File size limits apply (Pipedrive's storage tier caps per plan). Documents without a clear matter association attach to the primary Person record. Compliance tagging from Insight Legal is preserved as a custom field on the Pipedrive File (Document_Type__c, Compliance_Tag__c).

Insight Legal bills and invoices have no native Pipedrive equivalent. We preserve bill number, total amount, status (Draft, Sent, Paid, Written Off), and date as custom fields on the Deal (Bill_Number__c, Bill_Amount__c, Bill_Status__c, Bill_Date__c). Actual invoice generation must be rebuilt in a legal accounting tool or Pipedrive's billing integration.

Insight Legal workflows (conveyancing process, family law checklist, employment tribunal steps) do not migrate. FlitStack exports the workflow definition — stage names, task assignments, deadline rules, and dependency logic — as a JSON reference document. Your Pipedrive admin uses this to build Automations and configure Deal field requirements per pipeline.

Insight Legal trust accounting ledger entries (client funds, disbursements, reconciliation records) have no Pipedrive equivalent. FlitStack exports trust ledger data as a structured CSV attached to the relevant Deal or Person record. Rebuild trust accounting in a dedicated legal accounting tool and link it to Pipedrive Deals via a custom External_ID__c field for cross-system reference.

Insight Legal key dates (court deadlines, filing dates, limitation dates) attached to matters become Pipedrive Activities with a due date matching the key date and a subject noting the type (e.g., 'Court Filing: [Matter Reference]'). Critical deadlines also stored as date custom fields on the Deal (Court_Date__c, Limitation_Date__c) for dashboard visibility.

Insight Legal fee earner assignments map to Pipedrive Deal Owner, resolved by email match against Pipedrive users. Unmatched fee earners are flagged before migration — your team either creates a Pipedrive user account first or assigns their matters to a fallback owner. Original fee earner name preserved in a custom field (Original_Fee_Earner__c).

Insight Legal custom properties on matters (e.g., Property_Address__c for conveyancing, Custody_Arrangement__c for family law) map to Pipedrive custom fields on the Deal object. Each custom property requires a corresponding custom field to be pre-created in Pipedrive before the migration runs. FlitStack delivers a field creation checklist as part of the migration plan.