Migrate from Jarvis Legal to Freshsales

Jarvis Legal stores client contacts with name, email, phone, address, and role per matter. FlitStack AI maps these to Freshsales Contacts. The primary matter link is preserved as a custom field on the contact record for cross-referencing after migration. Additionally, the source matter identifier is stored as a custom field, enabling cross-referencing and future delta syncs.

Jarvis Legal stores law firms, opposing parties, and corporate clients as contact records with a business-type flag. FlitStack AI routes these to Freshsales Accounts, preserving industry and website data as native Account fields. All contact phone numbers, billing addresses, and industry classifications are also transferred as native Freshsales Account fields, and the original Jarvis contact identifier is retained as a custom field for reconciliation.

Jarvis Legal matters are the central record: they group clients, documents, tasks, time entries, and billing. FlitStack AI maps each matter to a Freshsales Deal, with the matter name as the Deal name, original matter number as Source_System_ID__c, and the client contact linked via the Deal's primary contact field. Matter stage in Jarvis becomes a custom pick-list field (Matter_Status__c) on the Deal.

If Jarvis Legal has multiple practice-area pipelines (e.g., Litigation, Corporate, Family Law), each pipeline maps to a named Freshsales Deal Pipeline. Stage names from Jarvis are translated into Freshsales stage labels per pipeline. During migration, FlitStack AI creates each Freshsales pipeline with matching stage names and default probabilities, and records the stage-order mapping. Stages without a direct Freshsales counterpart are flagged for manual assignment.

Jarvis Legal records time entries with hours, rate, and billing status per matter. FlitStack AI aggregates billable hours and rates as custom number fields on the corresponding Freshsales Deal. The billing invoice workflow is not migratable — it must be rebuilt in Freshsales Products/Quotes or via an external accounting tool.

Jarvis Legal documents are exported as files (PDF, DOCX, XLSX) and re-uploaded to Freshsales as File attachments on the relevant Contact or Deal record. Freshsales enforces a 25MB per-file limit; files exceeding this are flagged for splitting or external storage before migration.

Jarvis Legal tasks and court-date reminders migrate as Freshsales Tasks. Task subjects, due dates, assignees (matched by email), and descriptions are preserved. Recurring task patterns are recorded as a custom text field — recurring automation must be rebuilt in Freshsales Workflows.

Jarvis Legal custom fields on matters map to Freshsales custom fields on the Deal object. Each custom field type (text, number, dropdown, date) is translated to the closest Freshsales field type. Dropdown values undergo value-by-value mapping where the source and destination pick-list options differ.

Jarvis Legal staff accounts are resolved to Freshsales agents by email address match. Before migration, all Jarvis users need Freshsales agent accounts provisioned; unmatched users are flagged and assigned to the admin agent until resolved. FlitStack AI also produces a pre‑migration user‑mapping report that highlights any email mismatches, and each Freshsales agent must be assigned the appropriate role, pipeline access, and territory before the load begins.

Jarvis Legal invoices are a billing construct with no Freshsales CRM equivalent. FlitStack AI preserves invoice totals, outstanding balances, and billing status as custom fields on the corresponding Deal. The invoice-send workflow and payment tracking must be rebuilt using Freshsales Products and Quotes or a dedicated accounting integration.

Jarvis Legal court dates and appointments migrate as Freshsales Tasks with a due date and the original timestamp preserved in a custom datetime field. Two-way Outlook or Google Calendar sync requires re-configuration in Freshsales settings post-migration. FlitStack AI also stores the calendar event ID in a custom text field and converts reminder alerts into Freshsales task reminders. After migration, re‑authorize the Freshsales-Google Calendar or Freshsales-Outlook integration to restore two‑way sync.

Jarvis Legal contacts with roles outside the firm (opposing counsel, expert witnesses, mediators) migrate as Freshsales Contacts with the role preserved in a custom Role__c field on the contact. They can be associated with the relevant Deal via Deal contact roles.