Migrate from LegalEdge to HighLevel

LegalEdge contacts map directly to HighLevel contacts. The primary fields — name, email, phone, address, job title — carry over with no transformation. Contacts without a company association in LegalEdge land as standalone HighLevel contacts; contacts with a firm association map alongside the company migration.

LegalEdge company records map to HighLevel companies. Company name, domain/website, industry, employee count, and address fields translate directly. Parent-child firm hierarchies are preserved via HighLevel's company relationship fields where the source setup supports hierarchical firm structures. Additional firm metadata such as billing address, main office location, and firm type are also carried over to maintain complete organizational context.

LegalEdge matters are the primary business record in LegalEdge and translate to HighLevel Opportunities. The opportunity name maps from the matter title, the amount maps from billing value or estimated fees, and the pipeline stage maps from matter status. Legal-specific fields (case_number, filing_status, court_name, judge) migrate as custom fields on the opportunity.

LegalEdge matter statuses — Active, Pending, Closed, On Hold, Archived — require value-by-value mapping to HighLevel pipeline stages. Each LegalEdge status value is assigned to a corresponding HighLevel stage; stages with no LegalEdge equivalent default to a catch-all pipeline stage chosen during the planning call.

LegalEdge case_number is a custom field on the matter record. In HighLevel, a custom text field (Case_Number__c) is created on the Contact and Opportunity objects so the number is visible regardless of which record the attorney is viewing. Case numbers are preserved as-is with no transformation.

Filing status values from LegalEdge (e.g., Filed, Pending Review, Dismissed, Appeal Filed) migrate to a HighLevel custom pick-list field. Each LegalEdge status value is mapped to the matching HighLevel pick-list option. New pick-list values that exist in LegalEdge but not in HighLevel are added during the custom-field creation step.

Court name from the LegalEdge matter record migrates to a custom text field on the HighLevel Opportunity. The court name is stored verbatim — no normalization or abbreviation logic is applied unless the planning phase identifies a specific standardization requirement from the firm's data.

The judge assigned to a LegalEdge matter is stored as a text value. In HighLevel, this migrates to a custom text field. If the judge is also a contact in LegalEdge (e.g., the firm tracks judge contact information), the attorney record migrates as a Contact and the custom field links to it as a reference where the HighLevel relationship model allows.

Opposing counsel information from the LegalEdge matter migrates to a custom text field on the HighLevel Opportunity. If opposing counsel records exist as contacts in LegalEdge, those records migrate to HighLevel Contacts and the custom field stores the contact name for reference.

The date a case was filed in LegalEdge migrates to a HighLevel custom date field on the Opportunity. Date formats are standardized to YYYY-MM-DD during the transformation step to match HighLevel's date field requirements. Date timestamps are stored without time-zone conversion unless the firm's data specifies a source time zone.

Case type classifications (e.g., Civil, Criminal, Corporate, Family, IP) from LegalEdge migrate to a custom pick-list field in HighLevel. Each LegalEdge case type value is mapped to a corresponding HighLevel pick-list option. Values that do not have a clear HighLevel equivalent are added as new pick-list options during the migration's custom-field creation step.

Documents attached to a LegalEdge matter migrate to HighLevel as attachments on the corresponding Opportunity record. File size limits apply per HighLevel's attachment constraints. Files that exceed the size limit are flagged before migration and addressed via a separate file-hosting reference plan (e.g., linking to Google Drive or Dropbox rather than storing inline).

LegalEdge users who are assigned as attorneys on matters map to HighLevel users by email address match. Unmatched attorneys — those whose email does not correspond to an active HighLevel user — are preserved as contact records with a custom role field rather than as HighLevel users. A fallback owner is assigned during migration and the attorney reference is restored via the custom field.

LegalEdge tags applied to contacts, companies, or matters migrate directly to HighLevel tags. Tags are preserved at the record level, maintaining the same label and association. Tags used for segmentation in HighLevel post-migration are recreated based on the LegalEdge tag taxonomy delivered in the pre-migration audit.

Notes attached to a LegalEdge matter or contact migrate to HighLevel Notes on the corresponding Contact or Opportunity record. The note body, author, and creation timestamp are preserved. Notes containing HTML formatting are stripped to plain text to match HighLevel's note formatting model.