Migrate from Legal Case Tracker to Nutshell

Cases become Nutshell Deals. The original case number is stored as a custom field (Original_Case_Number__c) on the Deal so teams can cross-reference without renumbering. Case status is mapped to a custom Status__c pick-list field on the Deal, preserving all original status values. If multiple case types exist (litigation, transactional, advisory), each type can be separated into its own Nutshell pipeline via the pipeline feature.

Parties on a case (attorneys, opposing counsel, clients, witnesses) map directly to Nutshell People. Role labels — e.g., 'Client', 'Opposing Counsel', 'Expert Witness' — are preserved as a custom Role__c text field on the Person record. Each Person is associated with the corresponding Company record (client organization) via Nutshell's built-in company-person relationship.

Client organizations on Legal Case Tracker cases map to Nutshell Companies. Company-level fields (name, address, industry) migrate as direct field maps. The Company's Nutshell page becomes the parent record for all Person entries belonging to that client. Parent-child company hierarchies in Legal Case Tracker are preserved using Nutshell's parent-company field.

Documents attached to a case in Legal Case Tracker are downloaded and re-uploaded as file attachments on the corresponding Nutshell Deal. The original file name and uploaded date are preserved in the Nutshell file metadata. Nutshell's 25MB per-file limit is enforced — files exceeding 25MB are flagged and split or linked externally. Role-based document access from Legal Case Tracker cannot be replicated in Nutshell's standard sharing model.

Court dates and calendar entries from Legal Case Tracker migrate as Nutshell Activities. Hearing dates and filing deadlines map to Tasks with the due date populated from the source. All-day or multi-day events (e.g., trial dates) map to Nutshell Events with start and end times. Nutshell's activity model does not support legal-specific recurrence rules — complex recurring court dates require manual review post-migration.

Legal Case Tracker expenses (filing fees, court costs, expert witness fees) are split: the total expense amount per case is stored as a custom currency field (Total_Expenses__c) on the Nutshell Deal, and the expense line items are preserved as a formatted Note attached to the Deal for audit trail purposes. Detailed expense reporting is better handled in a dedicated legal billing tool post-migration.

Legal Case Tracker custom fields on cases — such as Jurisdiction__c, Court__c, Case_Type__c, or Judge__c — require corresponding Nutshell custom fields on the Deal object. We create each custom field in Nutshell with the appropriate type (text, pick-list, date, currency) before the migration run. Pick-list custom fields require value-by-value mapping if the source uses a controlled vocabulary.

Party-level custom fields (e.g., Bar_Number__c for opposing counsel, Billing_Rate__c for contract attorneys) migrate as Nutshell custom fields on the Person object. We create these via the Nutshell API before the migration and map values directly from the source. Any restricted pick-list values require value-mapping review.

Automated reminders and deadline alerts in Legal Case Tracker have no direct equivalent in Nutshell. We preserve reminder text as Notes on the relevant Deal for manual rebuild. Nutshell's automation rules can replicate basic reminder logic (e.g., create a Task 3 days before a court date), but legal-specific SLA rules must be rebuilt in Nutshell's workflow engine post-migration.

Legal Case Tracker's native Outlook and SharePoint integrations do not transfer. Email-to-case linking, calendar sync, and SharePoint document library references must be reconfigured in Nutshell's integration settings or via Zapier after migration. Nutshell supports Gmail, Google Calendar, Outlook via plugin, and Slack natively.

Legal Case Tracker user accounts (attorneys, paralegals, admins) are matched to Nutshell users by email address. If a Legal Case Tracker user has no corresponding Nutshell account, their name is stored as a custom field (Original_Assigned_To__c) on the Deal and records are assigned to a designated fallback Nutshell user during migration.

Case notes and chronological history entries in Legal Case Tracker migrate as Nutshell Notes attached to the corresponding Deal. Timestamps and author attribution are preserved in the Note body. For high-volume history logs, we batch-convert entries into a single formatted Note to avoid creating hundreds of separate note records.