Migrate from Legal Workspace to Nutshell

Legal Workspace client records map 1:1 to Nutshell Company records. Client name becomes Company name, and client address fields map to Nutshell's corresponding address fields. Parent-client hierarchies in Legal Workspace are preserved using Nutshell's parent-company reference field, maintaining organizational structure across the migration.

Individual contacts in Legal Workspace map directly to Nutshell Person records. Email, phone, title, and address fields carry over without transformation. Nutshell associates each Person with the corresponding Company record automatically by matching email domain or through explicit company assignment during migration.

Legal Workspace matters map to Nutshell Deals. The matter name becomes the deal name. The linked client becomes the deal's associated Company. Matter type, status, responsible attorney, and billing rate are stored as Nutshell custom fields on the deal. Nutshell deal stage maps to a custom matter-status picklist so the original workflow state is preserved.

Nutshell has no native billing or time-tracking object, so Legal Workspace time entries migrate as Nutshell Tasks with a custom duration field (hours), a custom billing rate field, and a flag for billable or non-billable. Each Task is linked to the corresponding Deal (mattery) and the Person (attorney or staff) who logged the time.

Legal Workspace document attachments include file name, MIME type, upload date, and uploader. The file binary cannot be stored in Nutshell. We migrate the document metadata as a custom text field on the deal (Matter_Documents__c) containing a newline-separated list of file names and upload timestamps. The source URLs are preserved for manual re-upload if needed.

Legal Workspace users (attorneys, paralegals, billing staff) are matched to Nutshell Users by email address. Nutshell's single-owner model means each matter-role (responsible attorney, lead attorney, billing attorney, paralegal) is stored in a separate custom field on the deal rather than as a native role assignment.

Legal Workspace allows custom fields on matters. We create matching custom fields in Nutshell per the field type — picklist values become Nutshell picklist options, date fields become Nutshell date fields, and text fields become Nutshell text fields. The field label and help text are preserved.

Client-level custom fields in Legal Workspace, such as client tier, intake source, or billing arrangement, are translated to Nutshell Company custom fields. The field type from Legal Workspace determines the target field type in Nutshell, with picklist values migrated verbatim to preserve data integrity across all client records.

Contact-level custom fields in Legal Workspace, such as bar number, practice area, or LinkedIn URL, are mapped to Nutshell Person custom fields. The field type from Legal Workspace determines the target field type in Nutshell, ensuring accurate data representation across the migrated contact records.

Legal Workspace workflows, matter automation rules, and notification triggers have no Nutshell equivalent. These must be rebuilt using Nutshell's automation features, including Tasks, email sequences, and platform integrations. We export workflow definitions as a structured reference document to support your rebuild, including rule names and trigger conditions.

Legal Workspace billing rate schedules and matter-specific rate overrides are stored as custom fields on the deal. Nutshell has no native billing engine, so these financial values are preserved as reference fields for your finance team to reconcile billing data outside Nutshell as needed.