Migrate from Lawmatics to HighLevel

Direct 1:1 map for standard contact fields (name, email, phone, address, job title). HighLevel stores contacts as flat records with a primary Company link. Lawmatics contacts that have no associated matter also map directly; contacts with matters carry their matter-level fields as Opportunity custom fields.

Direct map of Lawmatics Company to HighLevel Company. Lawmatics company hierarchies (parent/child) are preserved using HighLevel's parent company link. Multi-company associations on a Lawmatics Contact collapse to one primary HighLevel Company with additional companies surfaced as relationship tags including ownership details.

Lawmatics Matter is the core legal-intake record and maps to HighLevel Opportunity. Matter name, amount, status, and stage map to Opportunity name, value, stage, and pipeline. Lawmatics matter_status values (New, Active, Closed Won, Closed Lost) map to HighLevel pipeline stages. The assigned attorney email resolves against HighLevel users for OwnerId assignment.

Lawmatics practice_area (e.g., Personal Injury, Family Law, Estate Planning) has no HighLevel native equivalent. We create a pick-list custom field on Opportunity called Practice_Area__c and map values 1:1. If the firm uses practice-area-specific pipelines, each area becomes a separate HighLevel pipeline linked to its matching stage values.

Lawmatics matter_status tracks the intake stage (New, In Review, Pending, Closed Won, Closed Lost) independent of pipeline stage. We preserve this as a custom pick-list field Matter_Status__c on the Opportunity so reporting continuity is maintained in HighLevel even when the pipeline stages diverge from Lawmatics' model.

Lawmatics assigned_attorney is a User reference on the Matter. We resolve this by email match against HighLevel users and assign OwnerId on the migrated Opportunity. Unmatched attorneys are flagged before migration so the team can invite them to HighLevel or assign a fallback owner.

Lawmatics Tags attach to Contacts, Companies, and Matters. HighLevel Tags are universal across objects. All Lawmatics tags migrate as-is to HighLevel tags. Tags used to denote practice area or matter type are reviewed for cross-object consistency in the target platform.

Lawmatics notes on Contacts, Companies, and Matters migrate as HighLevel Notes linked to the corresponding Contact or Opportunity record. Original create timestamps and note author (resolved by email) are preserved in HighLevel's note metadata including any attached files and version history.

Lawmatics Tasks map to HighLevel Tasks. Task status (Pending, Completed), due date, subject, and assigned user (resolved by email) all transfer directly. Tasks without a due date land with no due date in HighLevel. Completed status maps to HighLevel's Completed task state.

Lawmatics Events with start/end times and location map to HighLevel Calendar Events. The Event Type (consultation, deposition, court appearance) migrates as a custom Event Type tag in HighLevel. Recurring events from Lawmatics are decomposed into individual HighLevel event records as part of the process.

Lawmatics file attachments on Contacts, Companies, and Matters are downloaded and re-uploaded to HighLevel Files, linked to the corresponding record. HighLevel's file size limits (25MB default) apply; oversized files are flagged before migration so the team can decide whether to split or skip.

Lawmatics custom fields on Matters (e.g., Date of Incident, Prior Arrests, Insurance Carrier) map to HighLevel custom fields on Opportunity. Field type is preserved: date fields map to date fields, pick-lists to pick-lists, text to text. Required fields in Lawmatics are noted so HighLevel field-level validation is set up accordingly.

Contact-level custom fields from Lawmatics migrate to HighLevel Contact custom fields. Fields that are used in Lawmatics automations for routing or tagging are mapped first so the migration plan includes their replacement logic for HighLevel Workflow triggers and downstream reporting.

Lawmatics time entries (from the $29/user/month billing add-on) have no native HighLevel equivalent. We migrate them as records in a HighLevel Custom Object called Lawmatics_Time_Entry with fields for date, hours, description, and linked matter reference. If the firm needs native billing in HighLevel, an integration with a third-party billing tool is recommended post-migration.