Migrate from Lawcus to Salesforce Sales Cloud

Validate API access and inventory Lawcus data model

FlitStack AI authenticates against the Lawcus REST API using your account credentials and verifies read access to all endpoint groups (contacts, matters, leads, customfields, users). We run a schema inventory that enumerates every active custom field, workflow stage value, and practice area value, producing a data dictionary that forms the basis of the field-mapping specification before any data moves. The inventory also captures any deprecated fields or inactive workflow stages, ensuring a clean migration target. This step validates API permissions and confirms that all required endpoints are reachable before proceeding.

Deliver Salesforce schema setup plan and field-mapping specification

Based on the Lawcus inventory, we produce a step-by-step Salesforce schema setup plan: which custom fields to create (__c suffix), which pick-list values to add to Practice_Area__c and Opportunity StageName, and how to configure the Salesforce Record Type for matters. The field-mapping specification is reviewed and approved before extraction begins. The schema plan also includes the creation of any required validation rules, default values, and field-level security settings for the custom fields. This ensures that data integrity constraints are in place before records are loaded.

Resolve owners and provision Salesforce users

Lawcus users are matched to Salesforce users by email address. We run an owner-resolution query against Salesforce and flag any Lawcus owner without a corresponding Salesforce user account. Your team either invites the user to Salesforce first or designates a fallback owner. No record migrates without a valid Salesforce OwnerId. During the resolution process, we also capture the user's role and department from Lawcus to inform profile and permission set assignments in Salesforce. If multiple Lawcus users share the same email, we flag for manual review to prevent duplicate Salesforce user records.

Sequence and execute data migration: Accounts → Contacts/Leads → Opportunities → Activities

Salesforce requires Account records to exist before Contact records can link via AccountId, and Contact records to exist before Opportunities can use Contact Roles. We sequence the migration in dependency order: Accounts first, then Contacts and Leads, then Matters as Opportunities with custom fields and stage mapping, then activities (tasks, events, notes) with parent-record links preserved. During each phase, we perform a validation check to confirm that the required parent records are present and correctly linked before loading child records. This prevents orphaned records and maintains referential integrity throughout the migration.

Run sample migration with field-level diff before full commit

A representative slice of 100–500 records spanning contacts, matters, leads, and activities migrates first into a Salesforce sandbox. We generate a field-level diff between source values and destination values so you can verify practice-area mapping, workflow-stage-to-stage-name mapping, owner resolution, and custom field population before the full run commits. The diff report highlights any mismatches, missing values, or unexpected data types, allowing you to adjust the field-mapping specification before the production migration. This step reduces the risk of data quality issues in the final load.

Execute full migration with delta-pickup and post-migration audit

The full migration loads into Salesforce production using Bulk API for high throughput. A delta-pickup window (typically 24–48 hours) captures any Lawcus records modified during the cutover. An audit log records every operation (insert, update, skip) with source record IDs. One-click rollback is available if reconciliation fails, reverting Salesforce to its pre-migration state. The Bulk API job runs in batches of up to 10,000 records, with automatic retry on transient failures. Progress is tracked in real time via FlitStack's dashboard, and you receive a summary report upon completion that includes record counts, error details, and a migration certificate for compliance.