Migrate from Law Ruler to Twenty CRM

Law Ruler contacts map directly to Twenty People records. The primary phone, email, address, and job title fields translate field-for-field. Owner resolution uses email matching against Twenty workspace members — if a Law Ruler owner email has no corresponding Twenty user, the record lands under a designated fallback assignee.

Law Ruler company records — representing opposing counsel, referral sources, or corporate clients — map to Twenty Companies. The company name, website, industry, and address fields map cleanly. Parent-company hierarchies in Law Ruler translate via Twenty's self-referential company relationship. Additionally, any industry-specific classification codes are preserved as custom select options to maintain reporting continuity.

Law Ruler matters (cases) map to Twenty Opportunities because both track a named deal with a stage, amount, and associated contact/company. The matter name becomes the Opportunity name. Practice-area type (Personal Injury, Immigration, etc.) becomes a custom field on the Opportunity since Twenty has no native case-type concept.

Law Ruler lead records (prospective clients before intake) map to Twenty People. The lead status pick-list values require a value-mapping step since Law Ruler's lead stages differ from any existing Twenty pick-list. Unqualified leads without a contact email are flagged for review before import.

Law Ruler logged activities (calls, meetings, follow-up tasks) map to Twenty Tasks. Each Task retains its original due date, assigned user, and linked People/Opportunity record via Twenty's relation-field system. Activity type (call, meeting, email) is stored as a Task type field.

Law Ruler notes attach to contacts, companies, or matters. They map to Twenty Notes, which can be linked to People, Companies, and Opportunities via the relation system. Rich-text formatting in Law Ruler notes is preserved as-is in the Note body field.

Law Ruler file attachments on matters or contacts are downloaded and re-hosted within Twenty. We store a link to the file URL in a custom URL field on the related Note record. If Law Ruler stores files in a cloud bucket, we replicate the structure in Twenty's configured storage.

Law Ruler custom fields on contacts and matters — such as case type, referral source, insurance carrier, or statute of limitations — require pre-creation in Twenty Settings → Data Model before the import runs. We deliver a custom-field creation checklist as part of the migration plan so your Twenty admin creates all fields in advance.

Law Ruler staff members (attorneys, paralegals, intake specialists) map to Twenty Workspace Members. Members must be invited and accept their Twenty invitation before the import runs, because Law Ruler owner IDs on records reference users by email and Twenty requires an existing member record to resolve the relation.

Law Ruler workflows, email sequences, and automation rules do not migrate. Twenty's workflow builder requires manual recreation. We export your Law Ruler workflow definitions (trigger conditions, action steps, and timing rules) as a JSON reference document to accelerate your Twenty admin's rebuild process.