Migrate from Law Ruler to HighLevel

Law Ruler contacts migrate directly to HighLevel contacts. Law Ruler stores name, email, phone, address, job title, and social profiles on contacts. HighLevel contact records accept all standard fields natively. Any contact without an email address is flagged for manual review before the import commits.

Law Ruler company records map to HighLevel company records with name, domain, industry, employee count, and annual revenue. Law Ruler supports company hierarchies (parent/child). HighLevel stores a single Parent Company relationship — when Law Ruler has multiple parent links, we attach the most recently updated as the primary and surface the rest as company tags for reference.

Law Ruler matters (cases) map to HighLevel opportunities in the CRM section. The matter name becomes the opportunity name. Case number, case type, case stage, settlement amount, contingency fee, court, and opposing counsel become custom fields on the opportunity since HighLevel has no native legal case object. Matter status maps to a custom pick-list field aligned with HighLevel pipeline stages before the opportunity is placed in the correct pipeline.

Law Ruler's case-stage labels (Intake, Under Review, Pending, Litigation, Settlement, Closed) map to HighLevel pipeline stages by value. Each Law Ruler case stage becomes a distinct stage in a HighLevel pipeline. We preserve original stage-entry timestamps as custom datetime fields on the opportunity so reporting reflects when a case entered each stage in Law Ruler.

Law Ruler stores an assigned attorney on each matter. HighLevel opportunities have an owner field linked to a user. We resolve each Law Ruler attorney by email match against HighLevel users. Unmatched attorneys are flagged before migration — the firm either creates a HighLevel user account or assigns the opportunity to a fallback owner.

Law Ruler links contacts to matters (plaintiff, defendant, witness, referring attorney roles). HighLevel links contacts to opportunities through the built-in opportunity contact association. We map the primary plaintiff or client contact to the primary contact on the HighLevel opportunity and preserve the role label as a custom field.

Law Ruler case notes transfer directly as HighLevel notes on the corresponding contact or opportunity record. The original create date and author are preserved on each note so your case history is complete in HighLevel. Rich-text formatting is converted to plain text to ensure compatibility with HighLevel's note rendering engine and prevent display issues with migrated content.

Law Ruler tasks associated with a matter migrate as HighLevel tasks linked to the opportunity or contact. Task subject, due date, status, and assignee are preserved. Completed-at timestamps carry over as custom fields since HighLevel task records only track the completion status.

Law Ruler tags on contacts and companies map directly to HighLevel tags. Tags serve as the primary segmentation mechanism in HighLevel's workflow triggers. Law Ruler's case-type tags, referral-source tags, and matter-status tags all transfer as-is so workflow triggers fire correctly after migration.

Law Ruler's custom fields on matters (insurance carrier, policy number, statute of limitations, medical provider, case jury verdict amount) have no HighLevel native equivalent. We create matching custom fields on the opportunity object in HighLevel before migration. Field types (text, number, date, pick-list) are preserved. Pick-list values are mapped one-by-one.

Law Ruler's prospect and lead records that exist before formal matter intake migrate to HighLevel contacts. Any pre-matter contact with a referral source or marketing attribution tag gets that information preserved in HighLevel so the source attribution is available for pipeline reporting and workflow segmentation in your new CRM environment.

Law Ruler automations (retainer sequencing, intake follow-up, settlement milestone alerts) have no transferable equivalent in HighLevel. We export the automation definitions as a reference document. HighLevel's workflow builder reconstructs these as triggers and actions. FlitStack does not migrate workflow logic — this is a manual rebuild step.

Law Ruler documents attached to matters are downloaded and re-uploaded as HighLevel files linked to the corresponding opportunity or contact. File size limits in HighLevel (25MB per file) are enforced during re-upload. Inline document links in notes are replaced with direct file links.

Law Ruler tracks marketing source attribution (Google Ads, referral partner, organic) on intake records. This migrates as a custom text field (Marketing_Source__c) on the contact in HighLevel. Tags are also applied so HighLevel workflow triggers based on source attribution fire correctly.

Law Ruler settlement tracking fields (settlement amount, contingency fee percentage, net to client, settlement date) have no HighLevel native equivalent. We create a Settlement_Data__c custom field group on the opportunity — all monetary values stored as number fields with currency noted in the field label.