Migrate from Legal Case Tracker to Salesforce Sales Cloud

Legal Case Tracker matters map directly to Salesforce Case. Case number, subject, description, status, priority, and case-type fields translate to their Salesforce equivalents. Court date fields, filing deadlines, and statute of limitations dates migrate as custom Date fields (Hearing_Date__c, Filing_Deadline__c, SOL_Date__c). Original create dates are preserved as Original_Create_Date__c since Salesforce's CreatedDate is set at migration time.

Legal Case Tracker parties with an organization name map to a Salesforce Account (organization) and a Contact record linked via AccountId. Solo parties without an organization land as Contact records with no AccountId or attach to a placeholder 'Individual' Account. Each party role (opposing counsel, co-counsel, expert witness, plaintiff) maps to a custom Role pick-list on Contact (Party_Role__c) or a Party Role custom object to avoid field-length collisions.

Documents attached to Legal Case Tracker matters download as binary files and re-upload to Salesforce Files via ContentVersion. File name, description, content type, and size are preserved. Salesforce's 25MB per-file limit applies — files exceeding this are flagged before migration. Inline images in case notes are extracted, rehosted, and linked back via a custom URL field on the Case.

Salesforce has no native time-tracking object. FlitStack creates a Time_Entry__c custom object with fields for Hours__c, Rate__c, Billing_Status__c, Work_Description__c, and Billable__c. Each time entry links to the Case via a lookup field (Case__c) and to the responsible Contact via a Contact__c lookup. Non-billable time entries preserve the same fields with Billable__c set to false.

Expense records from Legal Case Tracker migrate as an Expense__c custom object with Amount__c, Expense_Type__c, Date__c, Reimbursed__c, and Case__c lookup. Categories (filing fees, travel, deposition costs) map to a custom pick-list. Receipts are handled as file attachments via the same Salesforce Files pipeline used for documents.

Case notes in Legal Case Tracker map to Salesforce Notes (the newer Enhanced Notes object). Title, body, author, and creation timestamp are preserved. Rich-text formatting is retained. Notes attach to the Case via ParentId. For notes without a parent case, a default Case record is created to hold orphaned entries.

Legal Case Tracker tasks map to Salesforce Task with Subject, Status, Priority, ActivityDate, and Description fields. Assigned-to resolves by email match against Salesforce users. Tasks without a valid owner are flagged for manual assignment before the full run. Task Type is set to 'Legal' to distinguish from standard sales tasks.

Hearing dates and filing deadline calendar events in Legal Case Tracker map to Salesforce Event. Subject, StartDateTime, EndDateTime, Description, and IsAllDayEvent are preserved. Events are linked to the Case via WhatId. Recurring events are expanded into individual Salesforce Event records, one per occurrence.

Legal Case Tracker user records resolve by email address against Salesforce User records. FlitStack generates a match report before migration: matched users are assigned as Case owners; unmatched users are flagged and assigned to a fallback Salesforce user or queue (e.g., Legal_Unassigned__c queue). Active/inactive status is checked to prevent orphaned assignments.

Legal Case Tracker custom case fields (e.g., Jurisdiction__c, Case_Number_Court__c, Referral_Source__c) are created as custom fields on the Salesforce Case object with the __c suffix. Field type is preserved: pick-list values become Salesforce pick-lists, date fields become Date fields, text fields become Text(255). Multi-select pick-lists map to Salesforce multi-select pick-lists.