Migrate from LegalE to Nutshell

LegalE's contact records map 1:1 to Nutshell Person records. Name, email, phone, title, address, and custom fields on the contact transfer directly. LegalE contacts without an associated company link to a placeholder company or get assigned to a default Nutshell Company record.

LegalE organization records map to Nutshell Company records. Company name, domain, industry, employee count, and address fields transfer directly. Parent-child company hierarchies in LegalE map to Nutshell's Parent Company field if configured. FlitStack also ensures that any custom fields on the company record are transferred to the corresponding Nutshell Company custom fields.

LegalE matters (cases) map to Nutshell Deals. Matter name becomes Deal name; matter status maps to Nutshell pipeline stage via value-by-value mapping. Amount fields from LegalE transfer as the Nutshell Deal amount. Custom matter fields become Nutshell custom fields on the Deal.

LegalE matter status values (e.g., Intake, Active, Pending, Closed) map to Nutshell Deal stage values. Each LegalE status string requires a corresponding Nutshell stage to be created or mapped to an existing stage. Probability and forecast category re-applied from Nutshell's stage configuration.

LegalE notes attached to contacts or matters transfer as Nutshell Notes (text body) or Files (attachments). Text notes with original create dates and owner attribution land as Nutshell Note records. File attachments (PDFs, documents) re-upload to Nutshell's Files entity linked to the corresponding Person or Deal.

LegalE tasks and activities map to Nutshell Tasks. Subject, description, due date, completion status, and owner transfer directly. Original timestamps preserved. Recurring tasks in LegalE map to single Nutshell tasks with the recurrence pattern noted in the description field for manual rebuild.

LegalE custom fields on contacts (e.g., bar_number, practice_area, referring_counsel) become Nutshell Person custom fields. Each custom field requires creation in Nutshell Settings > Custom Fields before migration. Field type mapping: LegalE text → Nutshell text, LegalE date → Nutshell date, LegalE pick-list → Nutshell pick-list with corresponding options.

LegalE custom fields on matters (e.g., matter_type, billing_arrangement, court_division) become Nutshell Deal custom fields. Requires pre-creation in Nutshell. Multi-value pick-lists in LegalE are flattened to comma-separated strings in Nutshell unless a custom multi-select field is available. If your Nutshell plan supports multi-select fields, FlitStack will attempt to preserve the original multiple selections during migration.

LegalE owner IDs resolve by email match against Nutshell users. Unmatched owners are flagged before migration — your team either creates Nutshell user accounts first or assigns records to a fallback owner. This is critical for matter assignments. Ensuring all owners are mapped prevents orphaned cases and maintains accountability after go-live.

LegalE contacts linked to companies map to Nutshell's person-company association. Nutshell allows one primary company per person with the option to add secondary company relationships. The primary company defaults to the most recently modified association in LegalE. If a contact has multiple company links, FlitStack preserves the most recent link as the primary and notes the others for manual review.