Migrate from Insight Legal Case Management to Zoho CRM

Insight Legal party records with role 'Client' map to Zoho CRM Contacts. Each Contact receives the source Party ID stored in Source_System_ID__c for traceability. Party roles other than 'Client' (opposing party, witness, third party) are preserved as a custom Role_Type__c pick-list on the Contact.

Insight Legal parties that are companies or firms map to Zoho CRM Accounts. The Account Name is populated from the party organisation name, with the primary contact linked via the Account's Primary_Contact__c lookup. UK address fields map directly to the Zoho Account address compound field.

Insight Legal matters do not have a direct Zoho CRM equivalent. We create a custom Matters__c module mirroring the matter record: matter reference, matter type, court or tribunal details, status, lead fee-earner, key dates, and conflict-check result. The Matters__c record links to the primary client Contact and related Account via lookup fields.

Insight Legal allows multiple parties per matter with distinct roles (Client, Opposing Solicitor, Barrister, Witness). Where the role maps to a Zoho CRM Contact role (e.g. Client), we link the Contact to the Matters__c record. Other roles are stored in a custom Matter_Party_Role__c multi-select pick-list on the linked Contact-Matters junction.

Insight Legal time entries (date, fee-earner, duration in 6-minute units, narrative, billable flag) map to Zoho CRM Tasks on the related Contact or Matters__c record. The duration is converted to decimal hours and stored in Billable_Hours__c custom field. Tasks are created with Type = 'Time Entry' and Sub_Type__c = 'Fee Earner Time' for filtering.

Insight Legal correspondence records and uploaded documents migrate as Zoho CRM Notes (with the correspondence text in the Note body) and Attachments (re-uploaded files). Each Note records the original correspondence date and direction (incoming/outgoing) in custom fields. File size limits per Zoho CRM apply — documents exceeding the limit are flagged for manual download.

Matter key dates and court hearing dates from Insight Legal map to Zoho CRM Events with All-Day = true. The hearing or deadline type is stored in a custom Key_Date_Type__c pick-list. Events are linked to the Matters__c record and the relevant Contact for calendar visibility to the assigned fee-earner in Zoho CRM.

Insight Legal billing ledger entries (invoices, payments, credit notes, trust movements) have no native Zoho CRM equivalent. We export the full ledger as a structured CSV keyed by matter reference and client account number. The CSV is uploaded as an Attachment on the relevant Matters__c record for reference; the financial rebuild is scoped to Zoho Books.

Insight Legal conflict-check and AML verification results transfer as custom fields on the Matters__c record. The AML_Check_Date__c date field records when the verification was performed, Conflict_Check_Result__c stores the outcome as a pick-list (Cleared, Referral Required, Declined), and Conflict_Check_By__c links to the Zoho CRM User who completed the check. This preserves the compliance audit trail and regulatory record for each matter in the target system.

Fee-earners and staff users in Insight Legal are matched to Zoho CRM Users by email address. Unmatched users are flagged before migration so the firm can create or invite the Zoho user account before the full run. The Zoho CRM role and profile assigned to each migrated user is not migrated and must be configured in Zoho CRM post-migration.

Insight Legal trust account entries (client money held) map to Trust_Balance__c (currency) and Trust_Account_Ref__c (text) on the Matters__c record. Full trust ledger history is included in the financial CSV export — trust accounting rebuild is outside the CRM scope and falls to Zoho Books.

Insight Legal bills and invoice records are not Zoho CRM objects. We export bills as line-item CSV exports keyed by matter and client, with invoice number, date, amount, status, and payment reference. The CSV is uploaded to the Matters__c record; billing rebuild is scoped to Zoho Books integration post-migration.