Migrate from Law Ruler to Freshsales

Law Ruler clients map to both Freshsales Contact (person record) and Account (firm/organization record). For individual clients, Contact and Account may be the same record; for corporate clients, the company entity lands as Account and the primary contact as Contact linked via AccountId.

Law Ruler matters have no direct Freshsales equivalent. On Freshsales Enterprise plans, we can create a custom 'Matter' module. On Growth/Pro plans, matters re-model as Deals with practice_area, case_number, and matter_status as custom fields on the Deal record. We discuss the best approach during scoping.

Cases nest under matters in Law Ruler. We map them as either child Deal records (linked via a custom Deal-to-Deal relationship field) or as custom module records if the Matter custom module approach is used. Case status, court information, and case type map to Freshsales custom fields on the target object.

Law Ruler practice areas (PI, Family Law, Criminal Defense, etc.) become Freshsales custom pick-list fields on Deal and optionally Account. We preserve the original practice area value and create the pick-list on Freshsales before migration runs. Multi-practice firms may want practice area as a Deal filter dimension.

Law Ruler intake form fields become Freshsales custom fields on the Contact record (for client-specific intake data) or on the Deal/Matter record (for matter-specific intake). We export the intake field schema during scoping and map each field individually to its Freshsales custom field equivalent.

Law Ruler documents attached to clients, matters, or cases are downloaded and re-uploaded to Freshsales Files linked to the corresponding Contact, Account, or Deal record. File metadata (upload date, original author) is preserved in the file description. Law Ruler's secure sharing links are not migrated — Freshsales file sharing is rebuilt manually post-migration.

Law Ruler time entries are legal billing artifacts. Freshsales has no native time-tracking. We map billable hours to custom numeric fields (hours_logged, billing_amount) on the Deal/Matter record. Detailed timer logs with descriptions surface as Notes attached to the deal for reference continuity.

Law Ruler call logs, emails, meetings, and notes map to Freshsales Sales Activities. Original timestamps, owners, and subject/body text are preserved. Smart Dialer call logs from Law Ruler map as Freshsales call records with duration and outcome fields. Email body text migrates as activity notes.

Law Ruler leads that have not yet converted to clients map 1:1 to Freshsales Lead records. Lead status, source, and score (if applicable) map to Freshsales Lead fields. Unconverted Law Ruler leads with existing matter records route to Deal/Matter on the Contact record.

Law Ruler attorney and staff records resolve by email match to Freshsales Users. Unmatched attorneys are flagged before migration — your team either creates Freshsales user accounts first or assigns their records to a fallback owner. Active/inactive status, role, and bar license number (if stored) migrate as custom fields.

Law Ruler trust account balances and billing records are legal accounting artifacts outside Freshsales' scope. We preserve trust account IDs and last-known balances as custom fields on the Account record for reference. Actual billing must remain in a dedicated legal accounting system — Freshsales has no trust-accounting capability.

Law Ruler custom fields on any object (e.g., case_judge, insurance_carrier, statute_of_limitations) are enumerated during scoping. Each maps to a Freshsales custom field of equivalent type (text, number, date, pick-list). Complex legal data types (e.g., related case lookups) may need custom module design during migration planning.