Migrate from MerusCase to Nutshell

MerusCase parties (individuals attached to a case) map directly to Nutshell People. We pull name, email, phone, address, and role on the case. Parties without an active case at migration time land as Nutshell People with the original create date preserved in a custom field.

MerusCase organizational parties representing law firms, insurance carriers, opposing counsel, and other entities map to Nutshell Companies. We transfer company name, domain, address, and phone directly. Contacts associated with that organization link via Nutshell's Person-Company relationship model, preserving the relational structure between individuals and their affiliated organizations.

MerusCase Cases have no direct Nutshell equivalent. We extract case number, case type, case status, opposing counsel name, and filing date as custom fields on the primary Person record. For matters with multiple parties, the lead party record carries case metadata and other parties reference it.

MerusCase case types (Immigration, Personal Injury, Employment, Workers' Comp, etc.) transfer as a custom pick-list field (Case_Type__c) on the Person record. If Nutshell does not have a pick-list custom field type available on the plan, we use a text field and preserve the original value exactly.

MerusCase call activities with contact name, date, and description map to Nutshell Call activities on the associated Person record. Original timestamps and assigned staff member are preserved. UTBMS A-codes and task codes are stored as custom fields on the activity.

MerusCase email activities map to Nutshell Email activities on the associated Person record. The subject line, sent date, and full body text transfer completely. Email attachments are noted as file references in the activity record, and the actual attachment files are re-uploaded to Nutshell's file attachment feature on the corresponding Person record for full access.

MerusCase meeting and hearing entries with start/end time, location, and description map to Nutshell Meeting activities. For immigration and litigation cases, hearing dates are preserved as meeting entries with the original calendar date. Statute reminder activities convert to standard meetings.

MerusCase note entries including internal memos, filing confirmations, and case-specific annotations map to Nutshell Note activities on the Person record. Filing-specific notes include the original filing date and court name as structured metadata within the note body text or as separate custom fields for accurate legal record-keeping.

MerusCase custom fields per firm (Date, Currency, Text, Numeric, Yes/No) map to Nutshell custom fields on the Person object. Text fields up to 250 characters map to Nutshell Text. Currency maps to Number with a currency note. Date fields map directly. Yes/No maps to Checkbox. Nutshell may require a plan upgrade for custom field access.

MerusCase Document Archives (ZIP per case) are downloaded and re-uploaded as file attachments on the corresponding Nutshell Person record. Inline images in documents are extracted and re-hosted as standalone attachments. Large document sets may require batch upload over multiple sessions.

MerusCase billing ledger entries with UTBMS L-codes, A-codes, bill-to contacts, and time/expense amounts have no Nutshell equivalent. We export the ledger as a CSV and preserve it as a linked file on the Person record. Firms needing billing reconciliation should export from MerusCase before account closure.

MerusCase Workflows (triggered by activity tags or description text to auto-create tasks and calendar entries) do not transfer. Nutshell has personal email sequences but no case-triggered automation. We export workflow definitions as a text reference document for the firm to review during Nutshell setup.