Migrate from LegalEdge to Zoho CRM

LegalEdge clients store both entity name and contact details. FlitStack splits this into a Zoho Account (for the organization/firm name) and a Contact (for the individual attorney or point of contact), with the Account linked via the Contact.AccountId lookup field. If the client is an individual matter without an organization, only a Contact is created and linked to a default Account record.

LegalEdge matters map directly to Zoho Deals. The matter title becomes the Deal Name, matter status maps to the Deal Stage pick-list via value-mapping, and all matter-specific custom fields migrate as custom fields on the Zoho Deal. Each matter's client is resolved to the migrated Contact and Account before the Deal is created.

LegalEdge matter status values (Open, Pending Review, Closed Won, Closed Lost) map to Zoho Deal Stage values. We preserve the mapping configuration in the migration plan and re-apply probabilities and forecast categories per Zoho's stage configuration. Closed Lost and Closed Won require value-mapping to the appropriate stage in the target pipeline.

LegalEdge allows unlimited custom fields per matter type. We create matching custom fields in Zoho CRM via the Settings Fields API before migration runs. Field types are preserved: text to varchar, date to date, pick-list to pick-list with exact value lists. Custom field API names follow Zoho's format (e.g., Matter_Type__c).

LegalEdge time entries (date, duration, billable flag, description) map to Zoho Tasks with Type='Log' for billable entries. We store the original duration in hours as a custom field (Billable_Hours__c) and the billing amount as Amount_Billed__c. Non-billable entries map to Tasks without the billable custom fields populated.

Documents attached to LegalEdge matters are downloaded and re-uploaded to the corresponding Zoho Deal or Contact record via the Attachments API. Zoho's file size limit is 25MB per attachment. Files over this limit are flagged for manual handling and stored in a shared location referenced in the migration report.

LegalEdge user records map to Zoho CRM Users. Resolution happens by email address: each LegalEdge user with an email gets matched to the corresponding Zoho user. Unmatched users are flagged before migration and assigned to a fallback Zoho user or held for manual assignment post-migration.

LegalEdge billing records do not have a direct Zoho CRM equivalent. We create a custom module called Billing_Records in Zoho and link each record to the originating Deal via a lookup field. The custom module captures invoice number, amount, date, and payment status as custom fields.

LegalEdge court dates and scheduled events map to Zoho Events with the original start time, end time, and description preserved. The Event is linked to the corresponding Deal representing the matter. All-day events are stored with All-Day flag set to true.

LegalEdge notes attached to matters or clients migrate to Zoho CRM Notes, preserving the note body, author, and creation timestamp. Rich-text formatting converts to Zoho's internal format during the migration transformation step. Notes retain their relationship to the parent Deal or Contact record via the WhatId or WhoId field so context is maintained after transfer.

LegalEdge tags on matters and clients migrate to Zoho CRM Tags. Tags are applied to the corresponding Deal or Contact records post-creation using Zoho's tagging API endpoint. This preserves categorization and allows filtering across records without requiring manual re-tagging. The migration script captures all LegalEdge tag names and maps them one-to-one to Zoho Tags, maintaining the original labeling taxonomy.