Migrate from Legistify to Twenty CRM

Legistify individual parties map to Twenty People records. First name, last name, email, phone, job title, and address fields map directly. Original party roles (Plaintiff, Defendant, Vendor Contact) are preserved as a custom pick-list field on the People record. Each party record maintains its original created timestamp and owner assignment to preserve audit history and accountability through the migration.

Legistify organization-level parties (companies, law firms, government bodies) map to Twenty Company records. Company name, domain, industry, and address fields map directly. Parent-subsidiary relationships in Legistify map to the Twenty Company parentId field if your workspace uses hierarchical companies. Industry classification codes are translated to match Twenty's standard industry pick-list values for consistent reporting across the migrated dataset.

Legistify matters (litigation cases, disputes) map to Twenty Opportunities. Matter name becomes Opportunity name, matter value maps to Opportunity amount (if fee-based), and the Legistify matter stage maps to a custom Opportunity stage pick-list. For pure legal tracking without deal value, the Opportunity acts as a project record with stage and owner fields populated from the source matter.

If your team tracks legal matters separately from sales pipeline opportunities, we create a 'LegalMatter' custom object in Twenty matching the Legistify matter schema. The custom object includes matter type, court name, filing date, and status fields that don't fit the standard Opportunity object. The LegalMatter object links to the counterparty Company and responsible People via relation fields.

Legistify contracts store as a custom object in Twenty with fields for contract type, counterparty, effective date, expiration date, and value. The Contract custom object links to the related Company (counterparty) and to a People record (contract owner or signatory). Contract status values (Draft, Active, Expired, Renewed) map to a custom pick-list.

Legistify clause library entries (standardized contract language) migrate as Notes attached to the relevant Contract record. Clause text goes into the Note body field; clause type (Indemnification, Confidentiality, etc.) becomes a custom pick-list field on the Note for filtering. This preserves your standardized contract language library while making clauses searchable and filterable in Twenty's interface.

Legistify document records (contracts, court filings, correspondence) re-upload to Twenty file storage and attach to the parent record (Person, Company, or Opportunity). Original file names and upload timestamps are preserved. Document metadata (type, version, author) maps to custom fields on the attached Note if your team uses notes for document context.

Legistify tasks associated with matters or contracts map directly to Twenty Tasks. Task title, description, due date, and assignee (resolved by email match to Twenty workspace members) migrate. Completed status and completion timestamps are preserved from the source. Recurring task patterns are identified and replicated where possible to maintain your legal team's workflow automation after migration.

Legistify user accounts resolve to Twenty WorkspaceMembers by email. Active Legistify users without a matching Twenty account are flagged before migration — your team either creates them in Twenty first or assigns their records to a fallback member. Legistify role labels (Partner, Associate, Paralegal) become a custom pick-list field on the WorkspaceMember profile.

Legistify custom matter fields (court jurisdiction, judge name, case number) migrate to custom fields on the Twenty Opportunity or LegalMatter object depending on your chosen matter model. Field type is preserved (text, number, date, pick-list) during the mapping phase. Validation rules and conditional logic from Legistify are documented for manual recreation in Twenty's workflow builder to maintain data integrity rules.