Migrate from LegalE to Freshsales

Legale Clients map to Freshsales Accounts. The primary business name, address, industry classification, and annual revenue field transfer directly. Multi-office clients (Legale allows multiple branch locations) require one Account record per physical office or one Account with address history preserved as a custom text field — your admin chooses the structure before migration runs.

Legale attorney and staff records map to Freshsales Contacts. Email, phone, job title, bar number (as custom field), and role (Attorney vs. Paralegal vs. Admin) transfer directly. Contact owner resolves to the matching Freshsales user by email — unmatched attorneys are flagged for admin assignment before the full migration commits.

Legale Matters map to Freshsales Deals representing each legal engagement. Matter name becomes the Deal Name, matter status (Open/Closed/Pending) maps to a Freshsales Deal Stage value set, and matter open date becomes the Deal Create Date. However, Legale allows multiple concurrent statuses per matter file — Freshsales Deals have a single current stage, so status history is preserved as a custom text audit field rather than a live field.

Legale Matter Contacts (clients, opposing counsel, court contacts) map to Freshsales Contacts linked to the Matter's Account. A Matter-Contact junction model in Legale (which party, what role) requires either Freshsales Contact Roles on the Deal or a custom module if the relationship is many-to-many — we surface both options in the mapping plan.

Legale billing records (time entries, expense items, invoice totals) have no native Freshsales equivalent. We create a Matter Billing custom module with fields for invoice date, hours, rate, total amount, and payment status. Invoice PDFs are stored as Freshsales Files linked to the billing record. Firms that need invoice history for client portals should plan to rebuild that view inside Freshsales or a connected accounting tool.

Legale court dates, filing deadlines, and attorney calendar events map to Freshsales Appointments with the original start/end time preserved. Attorney assignment (owner) resolves by email match. Court-specific metadata (court name, judge, courtroom) migrates as custom fields on the Appointment record. Recurring deadline series (e.g., monthly status conferences) are flattened to individual appointment records.

Legale tasks (research assignments, filing prep, client communications) map 1:1 to Freshsales Tasks. Original due dates, assignees (resolved by email), priority, and status transfer directly. Task description and any linked matter reference (Legale matter ID) are preserved on the Freshsales Task record.

Legale documents and court filings re-upload to Freshsales Files attached to the corresponding Matter Deal or Account. File size limits (Freshsales default 25MB per file) apply — documents exceeding this are flagged for chunked upload or alternative storage. Court metadata (filing date, court, judge) is preserved in the File description field since Freshsales Files have no native court-exhibit schema.

Legale notes attached to matters, clients, or contacts transfer as Freshsales Notes. Original timestamps and author (resolved by email to Freshsales user) are preserved. Rich-text formatting from Legale is converted to plain text with hyperlinks retained. Notes on deleted Legale records are archived with a system reference rather than discarded.

Legale custom fields (case status codes, jurisdiction, lead counsel, court venue, statute of limitations dates) are recreated as Freshsales custom fields on the corresponding object. Pick-list values require value-by-value mapping where Legale uses a controlled vocabulary. Boolean and date custom fields map directly — text fields preserve original values as-is.

Legale attorneys and staff map to Freshsales Users by email address. Active/archived status is honored — archived Legale users become Freshsales inactive users with their records reassigned to an active owner before migration. Users without a Freshsales seat are flagged so your admin can provision licenses before go-live.

Legale workflows (matter-stage triggers, deadline reminders, billing automation) do not migrate. They must be rebuilt in Freshsales' Automation (workflow rules, sequences) or via Freshworks' workflow builder. FlitStack AI exports your Legale workflow definitions as a structured JSON reference so your Freshsales admin has the logic map for rebuild.