Migrate from Lawmatics to Zoho CRM

Lawmatics Contact maps directly to Zoho CRM Contact. Standard fields (name, email, phone, address) translate field-for-field. Owner resolution runs by email match against Zoho users. Contacts without a matching Zoho user are flagged before migration for manual assignment. Additionally, multi-address contacts are supported, and phone extensions are preserved in the phone field.

Lawmatics Contacts in a 'Lead' status can be mapped to Zoho Lead for firms that want to maintain a separate lead pipeline in Zoho CRM. The Lawmatics lead_status field value maps to Zoho Lead Status picklist via value-by-value lookup. Your admin chooses whether to route all Lawmatics intake contacts to Zoho Lead or directly to Contact.

Lawmatics Company maps to Zoho CRM Account. Account Name, Website, Industry, Phone, and Address fields are direct. Lawmatics company hierarchies (parent/child) map to Zoho's Parent Account lookup field. Multi-company associations on a Lawmatics Contact collapse to a primary AccountId plus Account Contact Relations in Zoho.

Lawmatics Matter has no direct Zoho CRM equivalent. We map Matters to Zoho Deals using Matter name as Deal name, amount as Deal Amount, and matter_stage as a custom picklist field (Matter_Stage__c). Fields like practice_area, case_type, referral_source, and intake_form_id migrate to a custom module called Matter_Details linked to the Deal via a lookup field.

Each Lawmatics matter_stage value (New Intake, Consultation Scheduled, Contract Sent, Active, Closed Won/Lost) maps to a Zoho Deal Stage value by name. Probability and forecast category are re-applied based on Zoho's stage configuration. We preserve the original stage-entered timestamp as a custom datetime field on the Deal.

Lawmatics custom fields on Contact (such as preferred_contact_method, bar_number, or practice_interest) export with field-type metadata. We create matching Zoho CRM custom fields on the Contact module before data loads. Picklist-type custom fields require value-by-value list setup in Zoho. Date and currency fields use Zoho's native data types, ensuring correct formatting and validation during import.

Lawmatics Matter custom fields (incident_date, prior_criminal_history, insurance_provider, etc.) are split between Zoho Deal custom fields and the Matter_Details custom module depending on whether they apply to the deal or the case itself. Subforms in Zoho handle nested field groups — each Lawmatics form section maps to a Zoho subform on the Deal.

Lawmatics Events (appointments, consultations) map to Zoho CRM Events with Subject, Start DateTime, End DateTime, Location, and Description preserved. Original owner attribution is mapped by email match. Event Types map to Zoho Event Type picklist or a custom field. Recurring events retain their recurrence pattern in the Zoho event record.

Lawmatics Notes map to Zoho CRM Notes. Note body text and parent record link (Contact, Company, or Matter) are preserved. Lawmatics note type (General, Case Note, Internal) maps to a custom Note Type picklist field in Zoho since Zoho Notes use a unified object rather than typed sub-types.

Lawmatics Tasks map to Zoho CRM Tasks with Subject, Status, Due Date, Priority, and related Contact or Matter preserved. Original timestamps and assigned user map by email resolution. Task Statuses (Open, Completed) map to Zoho Task Status values.

Lawmatics Users map to Zoho CRM Users by email address. Before migration, we run an email-match audit: any Lawmatics user whose email does not correspond to an active Zoho CRM user is flagged. Your Zoho admin must invite or create the account before migration — no record loads without a resolved Zoho owner.

Lawmatics Tags on Contacts and Matters map to Zoho CRM Tags. Zoho stores tags as comma-separated values per record. We extract all tag values from Lawmatics and attach them to the corresponding Zoho record at migration time. Tags with no Zoho equivalent are created automatically.

Lawmatics Files attached to Matters or Contacts are downloaded and re-uploaded to Zoho CRM as Attachments linked to the corresponding Contact, Account, or Deal record. File size limits in Zoho CRM apply (25MB per file). Inline images in notes are extracted and re-hosted as Zoho CRM file attachments.

Lawmatics Automations (triggers, entry conditions, actions) do not migrate. We export the automation definitions as JSON and provide a mapping table to Zoho Blueprint steps so your Zoho admin can rebuild each automation in Zoho Workflow Rules. This export covers trigger conditions, action types, and field-update logic but not execution history.

Lawmatics Payment Invoices and Transactions contain billing and accounting data tied to Matters. Zoho CRM has no native billing module — invoicing requires Zoho Invoice (a separate product). We preserve invoice data as a custom Payments module in Zoho CRM linked to Deals for reference, but the financial records require a Zoho Invoice integration to become actionable.