Migrate your Lawmatics data

Matters is Lawmatics's core pipeline object, representing a lead or prospect case. We migrate all standard matter fields plus any custom fields, status stages, and tags. Matter export includes contact and matter fields as columns in a single file, which we use to build a complete destination record.

Contacts export contains only contact-type fields and omits all matter data. We cross-reference the Matter export to fill in related matter context and preserve client-specific information. Custom contact fields are migrated but require value-mapping review.

Companies exist as a separate object with their own field schema. We migrate company records and their associated contacts, but the Company export does not include contact fields, so linking relationships require post-migration verification.

Custom fields are fully supported for export and import. We pull all custom field definitions and their values during discovery. Field type (text, date, dropdown, checkbox) determines the destination mapping approach and may require transformation logic.

Tags are a flat tagging system applied to Matters, Contacts, and Companies. We preserve all tag assignments during migration and recreate the tag taxonomy at the destination.

Calendar events and appointments are available via the Events API endpoint. We migrate event records with their type, location, date/time, and attendee associations. Event Types are migrated as a separate lookup table.

Notes are free-text records attached to Matters or Contacts. We preserve the full note content and linkage. Large note volumes are chunked into separate export batches to handle pagination.

Tasks include status, assignee, due date, and description. Task Statuses are migrated as a lookup. Assignee mapping requires a user-to-user cross-reference step since user IDs are not portable between systems.

Users represent firm staff with roles and permissions. We export user records with role assignments but cannot transfer authentication credentials. Active user count is relevant for contact limit tier validation during import scoping.

Time entries are only available when the Time & Billing add-on is enabled ($29/user/month). We explicitly confirm add-on status before migration scoping. Historical time entries, expenses, and invoices are migrated via the Payment Time Entries and Payment Expenses API endpoints.

Custom forms are configuration artifacts tied to Lawmatics's form builder. They cannot be exported as functional forms. We document field mappings from the source form to recreate equivalent forms at the destination, but the form itself must be rebuilt manually.

Email campaign history, including sent messages, open rates, and click data, is not independently exportable in bulk. Campaign configuration is not transferable. We migrate contact email addresses and opt-in status separately as a prerequisite for re-setup.

Lawmatics stores file references and attachments but does not expose a direct file download API in its public documentation. We flag document migration as out of scope and recommend a separate file transfer using Lawmatics's native export tool in parallel with the database migration.