Migrate from Law Ruler to Nutshell

Law Ruler's contact record maps 1:1 to Nutshell Person. Nutshell requires a primary Company association — Law Ruler contacts without a linked company land as unassigned and your team assigns the Company link post-migration. All standard fields (name, email, phone, address) transfer directly.

Law Ruler company records map directly to Nutshell Company objects. Nutshell Company stores name, domain/website, industry, employee count, and annual revenue, captures address fields such as street, city, state, and zip. Industry pick‑list values require value‑by‑value mapping because Law Ruler and Nutshell use different industry taxonomies. Any custom fields on the Law Ruler company become Nutshell custom fields under the Company tab, preserving data types and created dates for continuity.

Law Ruler leads map to Nutshell Lead records. Lead status, source, and rating fields translate with pick-list mapping. Any lead-specific custom fields from Law Ruler create Nutshell Lead custom fields under Settings > Data > Custom Fields > Lead tab.

Law Ruler matters do not have a direct Nutshell equivalent. We translate each matter to a Nutshell Deal, using the matter name as the Deal name and the matter's status/value fields to populate Deal stage and amount. Milestones map to Nutshell Tasks linked to the deal; retainer status becomes a custom field on the deal.

Law Ruler milestones (legal case stages like 'Intake Complete', 'Discovery', 'Settlement') map to Nutshell Tasks with the parent Matter translated to a Deal. Milestone due dates become task due dates. Completed-at timestamps are preserved as custom datetime fields for audit continuity.

Law Ruler call logs and email activities map to Nutshell Tasks with Type set to 'Call' or 'Email'. Meetings map to Nutshell Events with start/end times preserved. Notes map directly to Nutshell Notes. All original timestamps, owners, and parent-record links are preserved.

Law Ruler document attachments on contacts, companies, and matters are re‑uploaded to Nutshell as Files linked to the same record. File metadata such as upload date, file name, and size is preserved during transfer. Nutshell's storage limits apply per plan, so the migration team checks that file volume fits within your Nutshell quota. Inline documents and PDFs are re‑hosted in Nutshell's file storage; document automation templates do not migrate.

Law Ruler automations (email drip campaigns, SMS triggers, task triggers, intake routing) have no Nutshell equivalent and do not migrate. We export full automation definitions as a JSON reference file that your Nutshell admin can use to rebuild equivalent sequences in Nutshell's automation framework.

Law Ruler custom properties on any object create Nutshell custom fields under the matching tab (People, Company, Lead). Legal-specific field types (e.g., retainer amount, practice area) become custom fields on the Person or Deal object. Field data type is preserved: text, number, date, pick-list, and checkbox all map to equivalent Nutshell field types.

Law Ruler intake forms with e-signature routing and conditional logic do not transfer to Nutshell. We export form field definitions as a JSON schema for reference, but Nutshell's online forms are a separate feature that requires manual rebuild aligned to your new workflow.

Law Ruler owner/user assignments resolve by email match to Nutshell users. Unmatched owners are flagged before migration; your team either invites them to Nutshell first or assigns records to a fallback Nutshell user. No record lands without a valid owner.