Migrate from LegalServer to Nutshell

LegalServer's person-level contact records map directly to Nutshell People. Standard name fields including first name, last name, email address, phone numbers, and postal address components correspond one-to-one between platforms. The primary organization link stored in LegalServer maps to a Company lookup field in Nutshell, preserving the relationship between individuals and their affiliated organizations. Any additional contact metadata beyond the core fields migrates as custom fields on the People record.

LegalServer organizations transfer directly to Nutshell Companies with matching field names where possible. Organization name, physical address components, website URL, and industry classification align without transformation. Parent-child hierarchies from LegalServer can be preserved using Nutshell's company relationship fields or linked via custom fields, depending on hierarchy complexity. Multi-office organizations with distinct LegalServer accounts must be merged prior to migration.

LegalServer cases have no direct Nutshell equivalent. We map each case to a Nutshell Deal, storing the case number as a custom text field (Case_Number__c), case status as a custom dropdown, and case type as a custom field. The Deal name uses the case number plus primary client name for identification.

LegalServer grant records contain funding source, billing type (Flat Hourly Rate or Variable Hourly Rate), and remaining balance. These migrate as custom numeric and dropdown fields on the associated Nutshell Deal record. We preserve the grant balance snapshot at migration time — ongoing grant tracking requires Nutshell's reporting tools post-migration.

LegalServer contractors (individual or organization) map to Nutshell People or Companies depending on the contractor type. Contractor attributes (subject matter expertise, languages, fee structure) migrate as custom fields. Work orders and vouchers map to custom fields on the associated Deal.

LegalServer time entries linked to cases migrate as Nutshell Activity records (Tasks) with the hours, date, and staff member preserved as custom fields. We attach activities to the corresponding Deal record so billable hours are visible in context. Duration converts from LegalServer hours to Nutshell minutes during the field-level mapping. The billable flag from LegalServer becomes a custom checkbox on the Task. Unlinked time entries are attached to the primary Deal identified during scoping.

LegalServer outreach records representing intake interactions, follow-up communications, and community outreach activities migrate as Nutshell Tasks. The outreach type, date, and outcome are preserved as fields on the Task. Each outreach record is associated with the relevant Person or Deal record in Nutshell based on the relationship stored in LegalServer.

LegalServer prescreen records that did not result in an open case migrate as Nutshell Leads with status and outcome preserved as custom dropdown fields. Prescreen intake date, referral source, and eligibility determination migrate as custom fields on the Lead record. Cases that converted from prescreen to open case follow the Case-to-Deal mapping path instead, preserving the full case history from initial screening through closure.

LegalServer users are matched to Nutshell users by email address. Unmatched users are flagged before migration — organizations either invite them to Nutshell first or assign their records to a designated fallback owner. Role permissions do not migrate as Nutshell's permission model differs.

LegalServer documents attached to cases, contacts, or organizations are downloaded and re-uploaded to the corresponding Nutshell record (Person, Company, or Deal). File size limits and inline image handling follow Nutshell's attachment constraints. Documents not associated with a migrated record are linked to the primary case Deal.

LegalServer lookup lists (funding codes, case types, office assignments) map to Nutshell custom dropdown fields. Each unique lookup value requires explicit mapping. Values with no matching Nutshell dropdown option are flagged for admin review before the migration commits.

LegalServer formula fields compute values automatically based on other field inputs, such as poverty level percentages calculated from household income and family size. Nutshell lacks a native formula field type, so calculated values migrate as static custom fields capturing the value at migration time. The underlying calculation logic does not transfer. Any fields relying on LegalServer formula behavior must be identified during discovery — organizations either accept static values or rebuild calculations using Nutshell reporting, integrations, or external tools after migration.