Migrate from Law Ruler to HubSpot

Law Ruler's client records map directly to HubSpot Contacts. Client name, email, phone, address, and firm association transfer as standard HubSpot Contact properties. Primary matter assignment appears as an association after matters migrate. All contact identifiers, including client ID and source system, are stored in custom properties to support future data audits.

Referral source contacts (doctors, previous clients, insurance adjusters) migrate as HubSpot Contacts with a custom referral_source property capturing the relationship type from Law Ruler's referral tracking. This preserves referral attribution and enables reporting on referral channel performance across the firm's client acquisition pipeline.

Law Ruler's law firm profile and opposing counsel company records map to HubSpot Companies. Company name, domain, address, and industry (Legal Services) transfer as standard fields. Opposing counsel flags via a custom company type property. Custom properties also capture jurisdiction and bar registration numbers to maintain compliance data within HubSpot.

Law Ruler's matter (case) is the primary legal object. HubSpot has no native matter equivalent — we create a Matter custom object in HubSpot with properties for case number, case status, practice area, court venue, responsible attorney, contingency percentage, statute of limitations date, and referral source.

Law Ruler allows N:N relationships between matters and contacts (client, opposing party, witness, expert). HubSpot requires a junction object to model many-to-many associations. We create a Matter_Contact_Role custom object linking matters to contacts with a role field (Plaintiff, Defendant, Witness, Expert).

Law Ruler practice areas (Personal Injury, Mass Tort, Immigration, Family Law) split into separate HubSpot deal pipelines. Each pipeline represents one practice area, with stages (New Case, Intake, Active, Settlement, Closed) mapped from Law Ruler's case status workflow. Stage probabilities are set per pipeline to reflect historical case outcome rates.

Law Ruler case status values (New, Open, Pending, On Hold, Closed Won, Closed Lost) map to HubSpot deal stage picklist values per pipeline. Stage-transition timestamps from Law Ruler preserve as HubSpot custom datetime fields for reporting continuity. These datetime fields enable time-in-stage analysis and help forecast case resolution timelines.

Law Ruler intake form submissions (lead source, referral details, case description, preferred contact method) migrate as HubSpot Contacts with custom properties capturing all intake field values. Original intake submission date stored as a custom datetime field. This preserves the full lead context and supports lead scoring based on intake attributes.

Law Ruler documents attached to matters (contracts, court filings, correspondence) re-upload to HubSpot Files or a linked Box/Dropbox integration. Native document automation in Law Ruler cannot migrate — document template definitions exported as a reference file for manual rebuild in HubSpot.

Law Ruler softphone call logs (duration, direction, outcome) attach to the associated Contact record in HubSpot as engagement records with original call timestamp and owner preserved. Call recordings do not migrate — a note references the Law Ruler recording URL if accessible.

Law Ruler email and SMS logs associated with contacts migrate as HubSpot engagement timeline entries. Original send timestamp, sender, and body content transfer. HubSpot's timeline display groups communications by type for clean record visibility. This ensures communication history remains intact and searchable within each contact profile.

Law Ruler notes and internal memos attached to matters or contacts migrate as HubSpot Notes linked to the corresponding Contact or Matter custom object. Original author and create date preserved. Rich-text formatting simplified to plain text where necessary. This preserves context while ensuring compatibility with HubSpot's note display.

Law Ruler's trust accounting and billing records have no HubSpot equivalent. Financial data remains in Law Ruler or dedicated legal accounting software (Clio, QuickBooks). Client billing history exported as a CSV reference file for reconciliation. The CSV includes transaction dates, amounts, client IDs, and IOLTA account identifiers.

Law Ruler users (attorneys, paralegals, admins) resolve to HubSpot users by email match. Unmatched users flagged before migration — the firm invites them to HubSpot or assigns records to a fallback owner. User roles and permissions are destination-side configuration. post-migration.

Law Ruler custom fields for contingency percentage, statute of limitations date, court venue, and insurance carrier migrate as custom properties on the HubSpot Matter custom object. Field types preserved (percentage fields become number properties with validation). These properties enable case-specific reporting and automated alerts.