Migrate from Legl to Nutshell

Legl Business maps to Nutshell Company. The Legl /listBusinesses endpoint returns name, domain, address, and contact count. We map name to Nutshell's name field, domain to website, and the Legl business ID to a custom external_id field for traceability. Primary address components split into Nutshell's address fields.

Legl Contact maps to Nutshell Person. First name, last name, email, phone, and job title transfer directly. Nutshell Persons link to the parent Company record via a company association field — we resolve this by matching on the Legl business_id that owns each contact. Unmatched contacts land as Leads in Nutshell pending resolution.

Legl Matters have no direct Nutshell equivalent — Nutshell Deals track sales opportunities, not legal matters. We map matters to Nutshell Deals, preserving the matter name as Deal name, the matter amount or estimated value as Deal amount, and the matter stage (open, in-progress, closed) as Deal stage. A custom pick-list field (Matter_Type__c) identifies which Nutshell Deals originated from Legl matters.

Legl matter lifecycle stages (Intake, Active, Awaiting-Info, Closed-Won, Closed-Lost) map value-by-value to Nutshell Deal stage names. We define the stage mapping at migration time based on the firm's current stage labels in Legl. Stage-transition timestamps from Legl are stored as custom datetime fields on the Nutshell Deal for audit continuity.

Legl documents (metadata + binary URL) merge into two Nutshell destinations: document name and Legl storage URL go into a custom URL field (Document_Link__c) on the linked Deal; a Nutshell Activity of type Note records the document type, upload date, and uploader name. Large document archives are exported to a ZIP with folder structure matching the Legl matter tree and stored externally, with the archive link captured in Nutshell.

Legl payment records from /listPayments — amount, date, payment method, status — are written as Nutshell Activity notes on the related Deal. The note format is 'PAYMENT: [amount] [currency] on [date] via [method] — [status]'. Full payment history for a client is also aggregated into a custom text area field (Payment_Summary__c) on the parent Company record.

Legl RiskAssessments are legal-compliance records with templates, statuses, and PDF outputs. Nutshell has no native equivalent. We create a custom multi-select field (Risk_Assessment_Status__c) on the Deal and store the latest assessment date, template name, and status. The PDF is re-uploaded as a Nutshell file attachment and linked via a custom URL field (Risk_Assessment_PDF__c).

Legl /listBankAccounts exposes client or firm bank account records. Nutshell has no native banking field. Bank account references are stored as a custom text field (Bank_Account_Ref__c) on the Company record for reference — actual banking integrations are handled outside Nutshell.

Legl EngageRequests from the /listEngageRequests endpoint represent compliance or onboarding workflow instances. These map to Nutshell Activities with type Note, capturing the request type, status, reviewer, and timestamps. The activity is linked to the parent Business or Matter Deal. This includes compliance approvals, client onboarding steps, and other workflow-driven requests from Legl.

Any Legl Business custom fields not covered by standard mappings require Nutshell custom fields created before migration. We generate a custom-field creation plan per Legl field type — text, number, date, pick-list — and map the field values during the migration run. Fields with pick-list values in Legl are recreated as pick-lists in Nutshell.

Legl contact custom properties (beyond name, email, phone) map to Nutshell Person custom fields. Type-aware mapping applies: Legl text fields become Nutshell text fields, numeric properties become number fields, and date fields are preserved as date fields. Multi-select properties map to Nutshell multi-select where supported.

Legl stores an owner_id on matters and contacts. Owner resolution is by email match against Nutshell users. If a Legl owner email has no matching Nutshell user account, the record is assigned to a fallback Nutshell user designated by the firm, and the original owner ID is preserved in a custom text field (Original_Owner_ID__c).