Migrate from Legal Workspace to Salesforce Sales Cloud

Legal Workspace Client records map to Salesforce Account objects. Client name becomes Account Name. Billing address maps to Account.BillingAddress. For individual clients (sole practitioners), Salesforce requires an Account record even for solo entities — the account name holds the client name.

Client contact individuals in Legal Workspace map to Salesforce Contact records linked via AccountId to the Client-mapped Account. Primary attorney or relationship partner contact role sets using the Contact's Role field on the Account Contact Relation junction. If a contact has multiple roles across matters, each role appears as a separate AccountContactRelation entry, preserving the full relationship history in Salesforce.

Legal Workspace Matters are the apex records and map to Salesforce Cases using a custom origin_matter_id external identifier. Case.AccountId references the mapped Client Account. Case.Subject derives from Matter name; Case.Description carries the matter description. Case.Priority maps from Legal Workspace urgency field.

Legal Workspace matter types (litigation, corporate, IP, employment) map to Salesforce Case Record Types. Each practice area becomes its own record type so page layouts, page layouts, and pick-list values scope correctly. This prevents cross-practice pick-list contamination in Salesforce. During migration, the record type ID is resolved via a value map that matches each matter type string to the corresponding Salesforce record type ID, ensuring accurate assignment at insert time.

Legal Workspace contracts and agreements attach to the Matter as Salesforce Files (ContentDocument/ContentVersion). The ContentVersion.Title carries the contract name. A custom Contract__c lookup field on ContentDocument links each file back to its originating Matter-Case record for reporting continuity. The custom Contract__c field also stores the contract type and execution date, enabling filtered reports by agreement category without querying file metadata.

All Legal Workspace documents — drafts, executed agreements, correspondence — migrate as Salesforce Files. Each file links to its parent Case via ContentDocumentLink with LinkedEntityId set to the Case ID. Original file metadata (created date, file size, author) preserved in ContentVersion fields.

Legal Workspace time entries and invoices have no native Salesforce equivalent. FlitStack creates a custom Invoice__c object with fields for Matter__c lookup, attorney_name, hours_logged, hourly_rate, total_amount, and billing_date. This preserves billable-hours reporting without distorting standard CRM activity objects. The Invoice__c object is added to the relevant Case page layouts so attorneys can review billing history directly from the matter record.

Legal Workspace hearings, depositions, and attorney calendar events map to Salesforce Events. Original start and end timestamps, location, and invitee list migrate. Events link to the parent Case via WhatId so calendar history attaches to the relevant matter. Recurring events are handled by creating a series of individual Event records, each stamped with the recurrence pattern for reference.

Legal Workspace tasks (docketing deadlines, filing reminders, client follow-ups) map directly to Salesforce Tasks. Task.WhatId links to the parent Case. Task.ActivityDate carries the due date. Completed status and completion timestamps preserve task resolution history. If a task includes subtasks, each subtask becomes a separate Task record linked to the same WhatId, maintaining hierarchical accountability.

Matter notes in Legal Workspace migrate as Salesforce Notes attached to the parent Case. Original creation date preserved as a custom Created_In_Source__c datetime for audit continuity. Rich-text formatting in Legal Workspace notes converts to Salesforce Notes body text. Any embedded images or links within the rich-text are preserved as attachments or hyperlink references, ensuring the full context of the note is available in Salesforce.

External law firms tracked in Legal Workspace become Salesforce Account records (the firm name) with nested Contact records for individual attorneys. The original outside-counsel role label from Legal Workspace migrates as a custom Outside_Counsel_Role__c pick-list on the Contact for reference.

Legal Workspace attorneys and paralegals resolve against Salesforce Users by email address match. Unmatched owners are flagged in the pre-migration audit. Their records route to a designated fallback attorney owner in Salesforce until the user account is provisioned, ensuring no Case lands without an OwnerId.

Legal Workspace custom objects unique to a firm's practice areas map 1:1 to Salesforce custom objects with __c suffix naming. N:N relationships in Legal Workspace (e.g., matter-to-client across multiple parties) require a Salesforce custom junction object to preserve the many-to-many association in Salesforce's relational model.