Migrate from Law Ruler to Salesforce Sales Cloud

Law Ruler contacts (clients, opposing parties, referral sources) map directly to Salesforce Contacts. Each contact requires an AccountId — Law Ruler contacts without a primary company land on a default 'Unassigned' Account or the contact's firm name is used to create a matching Salesforce Account first.

Law Ruler contacts flagged as prospective clients or marked with a 'Lead' lifecycle status route to Salesforce Leads. Once the lead converts in Salesforce (by creating an Account and Contact), the original Law Ruler record linkage is preserved via the Source_System_ID__c custom field.

Law Ruler companies (law firms, corporate clients, opposing counsel) map to Salesforce Accounts. Company hierarchies (parent/branch relationships in Law Ruler) map to the Salesforce ParentId field on Account. Multi-company associations on a Law Ruler contact require Salesforce Account Contact Relations.

Law Ruler cases are the core legal matter object. They map directly to Salesforce Cases with a custom Case_Stage__c pick-list field capturing Law Ruler's legal stages (Intake, Pending, Active, Mediation, Trial, Settlement, Closed). Original case number from Law Ruler is stored as Source_System_ID__c for traceability.

Each Law Ruler case stage is mapped individually to a custom pick-list field (Case_Stage__c) on the Salesforce Case object. Law Ruler's configurable stages (Intake, Pending, Active, Mediation, Trial, Settlement, Closed) may not have direct Salesforce equivalents — for those, we create new custom pick-list entries in the destination org before migration runs to ensure every stage value has a valid home in Salesforce.

Law Ruler intake forms are collections of custom properties capturing case-opening data (practice area, referral source, statute of limitations dates, etc.). Each intake field becomes a Salesforce custom field on the Case object — created in the destination org before migration and populated from Law Ruler's form response data.

Law Ruler custom objects — such as medical records, settlements, and court dates — map one-to-one to Salesforce custom __c objects. When Law Ruler implements many-to-many relationships between custom objects, those associations require Salesforce junction objects to maintain referential integrity in the destination environment.

Law Ruler file attachments on cases and contacts re-upload as Salesforce Files. The ContentDocument-link model attaches files to the corresponding Case or Contact record. Salesforce's 25MB per-file limit applies — files exceeding this are flagged before migration so your team can decide on splitting or alternative storage.

Law Ruler logged calls and emails become Salesforce Tasks with Type='Call' or Type='Email'. Meetings become Events with original start/end times and owners preserved. Notes migrate as Salesforce Notes (modern Notes object, not legacy Note). Original timestamps and owner IDs carry over for reporting continuity.

Law Ruler user IDs on cases and contacts are resolved against Salesforce Users by email address. Unmatched owners are flagged before migration — your team either invites them to Salesforce first or assigns their records to a designated fallback user. No record lands without a valid Salesforce OwnerId.

Law Ruler practice area classifications (Personal Injury, Family Law, Employment, Criminal Defense, etc.) have no native Salesforce equivalent. We create a custom pick-list field (Case_Type__c) on the Case object and map each Law Ruler practice area value to the corresponding pick-list entry.

Contact source data in Law Ruler — including referral channels, website inquiries, walk-in clients, and advertising responses — maps to Salesforce's standard LeadSource field on both Lead and Contact objects. Each source value is mapped individually; any values without direct Salesforce equivalents are preserved in a custom text field to maintain complete historical reference.

Law Ruler workflow rules and automations (case-stage notifications, assignment rules, intake-triggered actions) do not migrate. They must be rebuilt in Salesforce as Flows. We export your Law Ruler workflow definitions as a configuration reference document for your Salesforce admin to use during the rebuild phase.