Migrate from Legal Files to HubSpot

Legal Files Matters map to HubSpot Deals. Each matter becomes a Deal record; matter number, court information, and case type migrate as custom properties on the Deal. Matter status (Active, Pending, Closed) maps to HubSpot deal stage values via value mapping.

Legal Files Parties map to HubSpot Contacts. Party roles (Plaintiff, Defendant, Opposing Counsel, Client, Witness) are preserved as a custom multi-select property on the Contact. Multiple parties per matter link via HubSpot Deal Contact Associations after both objects are migrated.

Legal Files Organizations linked to Parties map to HubSpot Companies. Law firm names, corporate client organizations, and government agencies become Company records with industry set to 'Legal Services' or 'Government' as appropriate. Each organization's primary contact and billing relationships are preserved via the Company record.

Legal Files documents are exported as files and re-uploaded to HubSpot's file manager, then associated to the corresponding Deal (matter) and Contact (party) records. HubSpot's file size limit is 25MB per file; files exceeding this are flagged for chunked upload.

Legal Files deadlines become HubSpot Tasks linked to the corresponding Deal. Due date, priority, and description are preserved. Statute of limitations deadlines and court filing deadlines are labeled with a custom task type property for filtering. Recurring deadline patterns are documented for workflow recreation.

Legal Files user accounts are matched to HubSpot Users by email address. Attorneys and staff without an active HubSpot seat are assigned as Deal owners with a fallback user or flagged for manual assignment before migration. Active user counts are validated against the firm's HubSpot seat allocation.

Legal Files custom fields per matter type (case number, court name, judge, statute of limitations, litigation phase) are created as HubSpot custom properties on the Deal object before data loads. Field types (date, number, text, picklist) are matched to HubSpot property types.

Party-specific custom fields such as bar number, jurisdiction, and role start date migrate as custom properties on the Contact object. Multi-select picklists from Legal Files map to HubSpot checkbox or multi-checkbox properties to preserve multiple-value selections per contact record.

Billable hours and expense records linked to matters migrate as custom number properties on the Deal (total hours, total expenses) or as HubSpot Line Items if detailed line-level billing is required. HubSpot has no native legal billing module, so the data migrates as reference information for reporting purposes only.

Legal Files supports multiple parties per matter and multiple matters per party (N:N relationships). HubSpot handles Deal-Contact associations via its built-in association model with roles. Complex N:N relationships requiring granular role tracking may require a custom junction object configured in HubSpot Enterprise.

Legal Files email threads filed to matters export as email metadata and content. In HubSpot, these appear as Email engagements on the associated Contact and Deal records. Full thread content is stored as a Note attachment if HubSpot's email integration is not active at migration time.

Legal Files Microsoft Outlook integration settings including email-to-matter filing rules and folder mappings do not transfer to HubSpot's Outlook integration. The HubSpot integration must be reconfigured after migration by the firm's administrator using Legal Files exported definitions as a reference guide.