Migrate your Jarvis Legal data

Matters serve as the primary container object in Jarvis Legal, aggregating client contacts, documents, tasks, calendar events, and time entries. We map matters directly to the destination's equivalent case or matter object, preserving the matter name, status, description, and linked records.

Contact records in Jarvis Legal include name, email, phone, address, and billing information. We preserve the full contact profile and link it to the corresponding matter. Custom fields attached to contacts are extracted as mapping-level data.

Documents are stored within matter folders and include court filings, correspondence, contracts, and generated legal documents. We export documents with their folder hierarchy intact, preserving filenames and association to the parent matter.

Time tracking is linked to matters and includes duration, description, date, and billing rate. We export time entries as structured records that map directly to billing or project-tracking objects in the destination system.

Tasks are associated with matters and include due dates, assignees, descriptions, and completion status. We map tasks to the destination's task or to-do object, preserving the matter association and any deadline metadata.

Calendar events include court dates, client meetings, and deadlines. We export events with date, time, duration, and associated matter. Where the destination calendar does not support matter-linked events natively, we preserve the link as a custom property.

Jarvis Legal generates invoices linked to matters and time entries. We export invoice records including line items, amounts, status, and payment history. Trust accounting entries are flagged for special handling due to jurisdictional requirements.

Trust accounting tracks client funds held in escrow. We export trust account transactions separately from operating account records, flagging each for reconciliation review at the destination to ensure compliance with local bar association rules.

Custom fields are UUID-identified and configurable on profiles, projects, and companies. We extract all custom field definitions and values during scoping and map them to the destination's custom field schema, handling any value-format differences.

Jarvis Legal synchronizes emails into matter folders. Exported emails are associated with the correct matter and contact. Where the destination uses a different email threading model, we flatten the thread into individual messages to preserve all content.

Attachments embedded in documents or emails are exported alongside their parent records. We preserve attachment filenames and binary content, re-associating them with the correct matter or contact at the destination.

User accounts include name, email, role, and billing rate. We map firm members to the destination's user or staff object, flagging any permission-level differences that may affect access control configuration post-migration.