Migrate from Lead Docket to Freshsales

Lead Docket leads map directly to Freshsales leads. All standard fields (name, email, phone, address) transfer as-is. Custom lead properties migrate as Freshsales custom fields. The Lead Docket lead ID is preserved in a Source_System_ID__c field for delta-run deduplication. We also verify that any required pick-list values exist in Freshsales before migrating, and we set field-level security so the admin profile can read and edit the new custom fields.

Lead Docket contacts (related contacts on leads) map to Freshsales contacts. Contact custom fields migrate as Freshsales custom fields. The primary contact relationship to a lead is preserved via Freshsales' lead-conversion linking model. We also create contact custom fields in Freshsales before migration, set field visibility for the admin profile, and store the original Lead Docket contact ID in Source_System_ID__c for delta runs.

Lead Docket's 11 legal-industry lead statuses (New Lead, Consult Scheduled, Contract Sent, etc.) do not have direct Freshsales lifecycle stage equivalents. We map each status to a custom pick-list field (LD_Lead_Status__c) on the Freshsales lead and optionally route values into lifecycle stages for reporting parity.

Lead Docket's case-type classification has no Freshsales native equivalent. We create a Case_Type__c custom field on the Freshsales lead record and map values value-by-value. If the firm uses a finite case-type list, we configure this as a pick-list; otherwise it transfers as a text field.

Lead Docket's source tracking fields (Lead Source, Marketing Source, Referral Source) map directly to Freshsales' standard Lead Source field. Multi-source setups that use all three fields require a custom field for the additional attribution data. We create Marketing_Source__c and Referral_Source__c as custom fields in Freshsales, map the values directly, and set field-level visibility for the admin profile before migration.

Lead Docket's attorney assignment maps to Freshsales OwnerId by email match. If the firm uses attorney rotation rules, we flag this for manual rebuild in Freshsales Workflows since rotation logic is not a native Freshsales feature. The original assigned attorney is preserved in a custom field if rotation changes the owner at migration time.

Lead Docket tasks and follow-up items migrate to Freshsales Tasks with original due dates, owners, and status preserved. Task subject, description, and priority transfer directly. Tasks linked to specific leads carry the parent-record association. We also map any custom task fields, set the owner based on the Lead Docket user email, and preserve the original Lead Docket task ID in a Source_System_ID__c field for future delta runs.

Lead Docket calendar appointments migrate to Freshsales Appointments with start time, end time, location, owner, and linked lead preserved. Conference or Zoom link fields map to the location field. We also capture any appointment description, set the owner by email lookup, and store the original Lead Docket appointment ID in Source_System_ID__c for delta synchronization.

All Lead Docket lead custom fields (text, number, date, currency, pick-list) require corresponding Freshsales custom fields. We create the destination fields first, then map values. Field type compatibility is validated—currency maps to currency, dates to dates—to prevent type-mismatch errors. We also set field-level security for the admin profile and store the original Lead Docket field ID in a reference note for traceability.

Lead Docket contact custom fields migrate to Freshsales custom fields on the Contact object. Contact-level custom fields tied to related contacts (not just primary contacts) transfer to the corresponding Freshsales contact record. Filevine sync mappings on Lead Docket contact fields are preserved as reference notes for manual reconfiguration.

Lead Docket files and attachments on leads and contacts re-upload to Freshsales Files, linked to the corresponding record. File size limits apply (Freshsales default 25MB per file). Inline images in notes are downloaded and rehosted as Freshsales attachments. We also verify that each file is under the 25MB limit and flag any oversized files for manual handling before the migration run.

Form field responses captured by Lead Docket lead forms migrate as custom field values on the Freshsales lead. If the form submission includes free-text notes, we also create a Timeline note entry for audit continuity. We map each form field to a corresponding Freshsales custom field, set field visibility for the admin, and preserve the original Lead Docket form submission ID in a Source_System_ID__c field for future reference.