Migrate from LegalE to Pipedrive

LegalE Clients who are individuals map directly to Pipedrive People. The person's name, email, phone, and address fields migrate as-is. Client type and bar_number fields become Pipedrive custom fields since Pipedrive has no native attorney-license field. These custom fields are pre-created in Pipedrive settings before migration to ensure data integrity.

LegalE Clients who are law firms or corporate entities map to Pipedrive Organizations. Organization name, website, industry, and employee count migrate directly. The primary contact on the organization links as a Person record. Industry and website data enrich the Organization profile for downstream reporting.

LegalE Matters map to Pipedrive Deals within a designated pipeline. Matter name becomes deal title, matter_value becomes deal amount, matter_status maps via explicit value mapping to a corresponding Pipedrive stage (Open→Open, Pending Review→Negotiation, Closed Won→Won, Closed Lost→Lost). The responsible attorney becomes the Pipedrive deal owner.

LegalE custom fields on matters — billing_arrangement__c, practice_area__c, engagement_letter_sent__c, client_reference__c — require pre-creation in Pipedrive Deal settings before migration. Field types map: pick-lists to Pipedrive drop-downs, text fields to Pipedrive text, dates to Pipedrive date fields. Hash-key names are assigned by Pipedrive on creation and referenced in the migration plan.

LegalE responsible_attorney resolves by email match to Pipedrive users. Unmatched attorneys are flagged before migration — either invited to Pipedrive first or assigned to a fallback user. No deal lands without an owner_id in Pipedrive. Fallback assignments use a designated admin account to prevent orphaned deals.

The LegalE client-matter relationship becomes a Pipedrive deal-person association. Each matter links to one primary Person (the client contact) as the deal person. Matter co-counsel and opposing counsel links surface as additional deal-person associations in Pipedrive. These associations preserve the full chain of responsibility for audit trails.

LegalE activities (calls, meetings, tasks) map to Pipedrive Activities grouped by type. Meeting→Activity(type=Meeting), Call→Activity(type=Call), Task→Activity(type=Task). Original start times, due dates, and owner assignments are preserved. Activities link to the associated Matter/Deal by ID resolution. Any unmapped activity types are logged for manual review and mapping after migration.

LegalE notes migrate to Pipedrive Notes attached to the relevant Person, Organization, or Deal. Original created timestamps and author attribution are preserved. Rich-text formatting in LegalE notes is simplified to plain text for Pipedrive Notes compatibility. Links and attachments within notes are converted to hyperlinks or referenced as custom fields.

LegalE matter documents and exhibits re-upload to Pipedrive as Files attached to the corresponding Deal record. Files exceeding Pipedrive's 25MB per-attachment limit are flagged and must be stored externally with a link added as a custom field. File version history in LegalE is summarized in a note on the Pipedrive deal.

LegalE billing accounts and invoicing records have no direct Pipedrive equivalent. We migrate the billing arrangement type, last invoice date, and outstanding balance as custom fields on the Pipedrive Deal. Full invoice history is exported as a CSV attached to the deal record for reference. Pipedrive's billing and time-tracking must be handled via a third-party integration post-migration.