Migrate from Lawmatics to Nutshell

Lawmatics Contacts map 1:1 to Nutshell People using a direct field-to-field translation for all standard properties. Name fields, email addresses, phone numbers, physical address components, job title, and any custom contact properties transfer completely. The migration preserves the original Lawmatics contact ID as a custom field on the Nutshell Person for reconciliation purposes, and each Nutshell Person can be associated with a Company record via the 'Works for' link.

Lawmatics Matters with status values indicating a prospect (not yet a client) route to Nutshell Leads. The Matter title becomes the Lead name, and the primary contact links to the corresponding Person record. Practice area and intake source map to Nutshell custom Lead fields. Legal-specific metadata like referral source and originating campaign are preserved as custom fields on the Lead.

Lawmatics Matters marked as 'Client' migrate the contact data to a Nutshell Person, and the matter itself becomes a Nutshell Opportunity representing the active case or project. The Opportunity name uses the Matter title, and the original matter type field is preserved as a custom field. Billing rate, practice area, and client-specific matter properties map to custom fields on the Opportunity.

Closed Matters from Lawmatics migrate to Nutshell Leads with the stage set to 'Closed Won' or 'Closed Lost' based on the Matter's outcome status. The original matter-closed date and closure reason are stored in Nutshell custom fields on the Lead record for historical reporting continuity. Settlement amounts or case values map to a custom currency field if present.

Lawmatics Companies map directly to Nutshell Companies with a field-by-field transfer for all standard properties. Domain and website URL, industry classification, physical address, and employee count all transfer. Companies that have multiple associated Contacts in Lawmatics create one Nutshell Company record, with all related contacts linked via the 'Works for' association in Nutshell.

Lawmatics Events representing appointments migrate as Nutshell Events with all standard fields preserved. Event type (consultation, signing, court date, intake call) is mapped to a custom Event field in Nutshell if the standard type does not capture the distinction. The event owner is resolved by matching the Lawmatics owner email to a Nutshell user account before migration.

Lawmatics Notes attach to the source record (Contact, Company, or Matter) and migrate as Nutshell Notes with the same body text and creation timestamps preserved. Rich-text formatting in Lawmatics notes (bold, bullets, links) is preserved as HTML in Nutshell, maintaining readability. Author attribution is resolved by email match to Nutshell users.

Lawmatics Tasks map to Nutshell Tasks with subject line, full description text, due date, and completion status all preserved during migration. Task status values in Lawmatics (Open, Completed, Cancelled) map directly to Nutshell's task status values. Tasks without a due date in Lawmatics migrate as open tasks in Nutshell.

Every custom field defined on Lawmatics Contacts requires a corresponding custom field created in Nutshell's Person settings before migration begins. The Nutshell custom field type is matched to the Lawmatics field type (text, number, date, or picklist) at creation time. Picklist values from Lawmatics are recreated as choices in the Nutshell field configuration, and values are mapped row-by-row during the data load.

Lawmatics Matter custom fields are split between Nutshell Lead custom fields (for prospect metadata and open case properties) and Person custom fields (for client-specific data on closed matters). Fields that apply to both record types are created in both Nutshell scopes to ensure complete data preservation. The migration script maps each Matter custom field to the appropriate Nutshell custom field based on the field name and the target object.

Lawmatics files and attachments associated with Contacts, Companies, and Matters are downloaded from Lawmatics storage and re-uploaded to Nutshell's file storage during migration. Files under 25MB migrate automatically. Files exceeding Nutshell's size threshold are flagged before the migration run and require manual re-upload after go-live, with the original Lawmatics file URLs preserved in a custom field for reference.

Lawmatics automations including intake form triggers, SMS sequences, email drip campaigns, e-signature workflows, and round-robin assignment rules have no direct Nutshell equivalent. The migration exports all automation definitions as a structured JSON file documenting each automation's triggers, conditions, and actions in detail. This file serves as a rebuild guide for your team to reconstruct the logic in Nutshell Pro's automation builder or a third-party integration tool.