Migrate from LegalE to Microsoft Dynamics 365 Sales

Legale counterparties (law firms, corporate clients, government bodies) map directly to Dynamics 365 Account. The Account.Name field carries the counterparty name. Legale's counterparty type property migrates as a custom pick-list on Account. Additional fields such as address, phone, and website also transfer as direct equivalents, preserving all contact details in the Account record.

Attorney, paralegal, and client contact records map 1:1 to Dynamics 365 Contact. Email, phone, firm association, and role fields migrate as direct equivalents. Legale contact-specific addresses (work vs. billing) collapse to a single Contact address schema. If a contact lacks a firm association, the account lookup remains optional and can be populated later.

Legale matters do not have a direct Dynamics 365 native equivalent — a Matter custom table in Dataverse is required. Matter name, client reference, status, type, responsible party, and opposing counsel all become fields on the custom table. If the Professional 15-table limit is a concern, this table consumes one slot.

Legale matter status values (Active, Pending, Closed, On Hold) map to a custom pick-list on the Matter table. Each value transfers value-by-value so reporting continuity is preserved. Status-changed timestamps store as Matter_Status_Changed__c datetime fields. These timestamps enable historical status tracking and support reporting on matter duration.

Legale matter type labels (Litigation, Transaction, Advisory, Compliance) become a custom Matter_Type__c pick-list on the Matter table. This field enables Dynamics reporting by matter category — your admin confirms the full value set during validation. If additional categories are added later, they can be added to the pick-list without re-migration.

Legale document envelopes track signing status, recipient list, and event timestamps — no native Dynamics 365 entity matches this model. We migrate each envelope as a Note with a custom Envelope_Status__c field, recipient details in the Note body, and envelope event history preserved for audit purposes.

Individual document records (PDFs, Word files, executed agreements) attach to their parent matter's custom table as Notes. We preserve document title, original upload date, file size, and the associated envelope reference so the legal file room reconstructs from Dynamics Notes.

Legale user IDs and matter Responsible/Assigned fields resolve by email match against Dynamics 365 SystemUser records. Unmatched owners receive a fallback assignment and appear in the pre-migration exception report for your team to resolve. This fallback owner is configurable, often set to a migrations admin or department head.

Legale time entries, meeting records, and internal notes map to Dynamics 365 Tasks. Billable-time entries carrying hours and description migrate as Tasks with a custom Billable_Hours__c numeric field. Phone calls from Legale become Dynamics Phone Call activities. These activities retain their original creation dates for accurate historical reporting.

Legale webhook subscriptions and third-party tool integrations have no migration path to Dynamics 365. We document each Legale integration endpoint and flow trigger so your admin can rebuild equivalent Power Automate triggers against the Dynamics 365 connector post-migration.

Legale custom objects (Practice Area, Billing Code, Conflict Check Record) map to Dataverse custom tables. Each Legale custom object consumes one table in Dynamics. Verify your license tier's table limit before migration — Professional allows 15; Enterprise removes the cap.