Migrate from My Legal Software to Freshsales

My Legal Software clients map to Freshsales Contacts for individual persons and Accounts for firm or organization entities. We create the Account first, then link the Contact to it via the AccountId lookup. Clients without an organization name land as individual Contacts with no AccountId.

Every open or closed matter in My Legal Software becomes a Freshsales Deal. The matter name maps to Deal Name, the case number migrates as a custom text field (Matter_Number__c), and the current status (open/closed/pending) maps to a Freshsales Deal stage via value mapping. Closed matters get a closed Deal stage; open matters use the pipeline stage closest to the matter status.

My Legal Software practice areas (Immigration, Family Law, Personal Injury, etc.) have no native Freshsales equivalent. We create a custom pick-list field called Practice_Area__c on the Deal object and map each value by name. If your Freshsales plan supports only the default stage values, we store practice area as a text custom field instead.

Total billed hours and billable amount per matter migrate as Number fields (Total_Billed_Hours__c and Total_Billed_Amount__c) on the Deal record. Cumulative firm billing totals per client migrate as fields on the Contact record. Freshsales has no native billing engine — these fields preserve reference data for financial reconciliation inside Freshsales after go-live.

My Legal Software invoice records (invoice number, amount, date, status) have no Freshsales native equivalent. We migrate the last 24 months of invoice metadata as custom fields on the associated Deal. Older invoices are exported as a CSV and stored as a reference attachment on the Account. Firms requiring full invoice history should use Freshsales's Notes or a custom Invoice object.

My Legal Software court dates, filing deadlines, and appointments map to Freshsales Events with the original date, time, and description preserved. All-day events without a time map as all-day Events. Tasks (reminders, follow-ups) migrate as Freshsales Tasks with the due date and priority set from the source reminder fields.

My Legal Software stores documents linked to matters — PDFs, correspondence, court filings. Freshsales does not have a native document management system matching this depth. We migrate document filenames and URLs as a text list on the Deal Notes field or as Sales Activities with the filename as the subject. Actual file re-hosting must be done post-migration using Freshsales's file storage or a connected DMS.

My Legal Software custom intake forms generate firm-specific fields (referral source, visa type, case priority) with no standard equivalent. We create matching Freshsales custom fields on the Contact object for intake fields and on the Deal object for case-specific form data. Field type matching (text, pick-list, date, number) is enforced during schema creation.

My Legal Software users (attorneys, paralegals, admins) map to Freshsales Users resolved by email match. Unmatched users are flagged before migration — your team either creates Freshsales accounts for them first or assigns their records to a fallback user. Owner fields on Deals resolve via the same email-to-user lookup.

Notes attached to matters in My Legal Software migrate as Freshsales Notes with the original create date preserved. Phone call logs and email references migrate as Sales Activities with Type='Call' or Type='Email'. Full email body content is migrated where the My Legal Software export includes it; otherwise, a summary note is created linking back to the matter.

My Legal Software trust account balances and ledger entries are legal-specific accounting records with no Freshsales equivalent. We migrate trust account balance as a Number field on the Account for reference purposes. Actual accounting must remain in a dedicated legal accounting system — Freshsales is not designed to replace trust accounting.

My Legal Software conflict-check workflows, matter-opening rules, and automated billing triggers have no Freshsales equivalent. They must be rebuilt in Freshsales Workflows after migration. We export your My Legal Software workflow definitions as a structured JSON reference document for your Freshsales admin to use during the rebuild phase.