Migrate from Law Ruler to Zoho CRM

Law Ruler contacts map directly to Zoho CRM Contacts. The primary company association transfers as an Account lookup. Law Ruler's contact properties (client status, referring attorney, practice area) migrate to custom fields on the Zoho Contact record unless Zoho standard fields exist with matching data types.

Law Ruler client/company records map to Zoho Accounts. Law Ruler stores firm name, address, industry classification, and client type as core fields. These map to Zoho Account standard fields directly, with any legal-specific properties migrated as custom fields. Address components (street, city, state, zip) map to Zoho's mailing address fields for consistency.

Law Ruler's case/matter records have no standard Zoho CRM equivalent. We create a custom Cases module in Zoho CRM, preserving matter number, case type (practice area), status, assigned attorney, opposing counsel, court venue, case value, and filing date as fields on the custom module.

Law Ruler's intelligent intake form builder outputs structured records with dynamic field sets and conditional logic. These transfer into a custom Intake_Responses module in Zoho, with form field labels mapped to custom fields. Form submission timestamps and lead source data are preserved for reporting continuity and attribution analysis.

Law Ruler deals map to Zoho Deals. Each Law Ruler pipeline (e.g., Personal Injury, Mass Tort, Immigration) becomes a Zoho Deal with stage pick-list values scoped to that pipeline type. We map deal name, amount, stage, close date, owner, and legal-specific deal properties.

Law Ruler pipeline stage names (e.g., Consultation Scheduled, Contract Sent, Case Opened, Settlement Negotiated) map to Zoho Deal Stage pick-list values. Each Law Ruler pipeline requires its own stage set in Zoho; stage probability values are re-applied based on Zoho's stage configuration.

Law Ruler milestone dates (filing deadline, deposition, mediation, trial date, settlement conference) have no standard Zoho CRM equivalent. We preserve these as individual custom date fields on the custom Cases module: Milestone_Filing__c, Milestone_Deposition__c, Milestone_Mediation__c, Milestone_Trial__c, and Milestone_Settlement__c. Each milestone type creates a separate date field for granular deadline tracking.

Law Ruler tasks (calls, meetings, to-dos) map to Zoho Tasks. Calendar-bound activities map to Zoho Events. Original timestamps, due dates, assigned user, and related record links (contact, case, deal) are preserved through Zoho's activity linking model. Task priority and status also transfer for workflow continuity.

Law Ruler notes on contacts, cases, or deals transfer to Zoho Notes attached to the corresponding record. Rich-text formatting (bold, italic, lists) is preserved where supported by Zoho's note format. Notes without a parent record attach to the related contact or case using record ID linkage.

Law Ruler file attachments (PDFs, Word documents, images) associated with contacts, cases, or deals re-upload to Zoho CRM as Attachments on the corresponding record. File size limits (25 MB per file in Zoho) are enforced; files exceeding the limit are flagged for manual handling.

Law Ruler automated workflows, email drip sequences, and marketing automations do not migrate. These must be rebuilt using Zoho Blueprint (for stage-gated processes) and Zoho Workflow Rules (for field-based triggers). FlitStack exports workflow definitions as a reference document for your Zoho admin to use during the rebuild phase.