Migrate from Legal Workspace to HubSpot

Legal Workspace party records with type 'Client' or 'Contact' map to HubSpot Contact. Individual attorney and paralegal records map to HubSpot Users and can optionally link to their own Contact records. Party type 'Opposing Counsel' or 'Third Party' migrate as Contacts with a custom party_type property for segmentation.

Legal Workspace entity records representing corporate clients map to HubSpot Company. Entity type (LLC, Corp, Partnership, LLP, Sole Proprietorship) migrates as a custom Entity_Type__c picklist property on the Company record. Multi-party matters involving multiple entity clients create multiple Company-Contact association records per matter, allowing the firm to track every corporate entity involved in a single client engagement.

Legal Workspace matters are the core work unit and map to HubSpot Deals. Matter status (Open, Pending, Closed) maps to dealstage values. Each matter type (litigation, corporate, real estate) can map to a separate HubSpot deal pipeline so stage pick-list values stay contextually relevant to matter type.

A single matter in Legal Workspace has multiple parties (client, opposing counsel, expert witness). We merge these into a primary Contact association on the HubSpot Deal and surface additional parties as Deal_Other_Parties__c custom properties or secondary contact associations depending on HubSpot plan.

Matter documents (contracts, briefs, correspondence) attach to the HubSpot Deal as Files. File name, version, and upload date are preserved as metadata. Documents without a matter association (e.g., firm-wide templates) can be uploaded to a dedicated HubSpot file folder and linked to a custom object for reference.

Legal Workspace billing records map to HubSpot Line Items associated with the Deal. Invoice amount, date, and status (Sent, Paid, Overdue) are preserved. Trust accounting balance does not have a native HubSpot equivalent — it is preserved as a custom numeric property and flagged for rebuild in a legal billing integration.

Legal Workspace custom fields on matters (e.g., court jurisdiction, case number, opposing counsel contact) create corresponding custom properties in HubSpot on the Deal object. Field data types map: date fields to datetime, currency to number, dropdown to picklist. Multi-select fields map to HubSpot multi-checkbox properties.

Legal Workspace reminders and to-do items map to HubSpot Tasks. Original due date, assignee, and matter association are preserved as task properties. Overdue task notifications migrate as HubSpot task records with the original owner resolved by email match against HubSpot users. Tasks that cannot be matched to a HubSpot user are assigned to a designated migration fallback owner and flagged for manual reassignment during reconciliation.

Legal Workspace deadlines (court filing dates, statute of limitations) with a specific time map to HubSpot Meetings with the attorney as owner. Open-ended deadlines map to Tasks with a due date property. Deadline type (Court Date, Discovery Cutoff, Mediation) is preserved as a custom Meeting type.

Legal Workspace notes and time entries map to HubSpot Engagements of type 'note' or 'email'. Original timestamp and author are preserved. Engagement is associated with the relevant Contact and Deal so the matter timeline is visible in HubSpot's contact activity timeline.

Legal Workspace users with a login map to HubSpot users resolved by email match. Billing attorney on matters maps to Deal owner in HubSpot. Staff without a Legal Workspace login are created as HubSpot users with a placeholder email if they need CRM access, or their matter assignments are preserved as a custom attorney property on the Deal.