Migrate from My Legal Software to HighLevel

My Legal Software clients map directly to HighLevel Contacts. Client type (individual vs. organization) determines whether the contact lands as a person or gets split into a Contact + Company pair in HighLevel. Primary matter association migrates as a custom field on the contact record.

Corporate clients in My Legal Software map to HighLevel Companies. The organization's address, phone, website, and industry classification migrate as standard Company fields. Individual contacts at the organization link via the Contact-Company relationship in HighLevel, maintaining the organizational hierarchy and allowing cross-contact reporting at the company level.

Each matter becomes a HighLevel Opportunity within a designated pipeline. The pipeline name maps from matter practice area (e.g., Litigation, Family Law, Immigration). Matter status (Active, Pending, Closed) maps to Opportunity stage values. Matter ID is preserved as Source_Matter_ID__c for traceability.

Matter-specific fields like Case Number, Court/Jurisdiction, Judge, Opposing Counsel, and Statute of Limitations require custom fields on the HighLevel Opportunity. We create each as a custom field and map values during migration. HighLevel supports text, number, date, picklist, and multi-select field types.

Documents attached to matters download from My Legal Software and re-upload to HighLevel as Files. Each file gets associated with the corresponding Contact or Opportunity. Folder structure within matters does not preserve — all files land in a flat file list organized by contact or opportunity. We recommend documenting original folder paths in a custom field before migration.

Open tasks attached to matters map to HighLevel Tasks with the original due date, assigned user, and body text preserved. Completed tasks migrate as activity history with a status of Completed. HighLevel assigns tasks to contacts or opportunities — we link by the matter's primary contact.

Court dates, deposition schedules, client meetings, and deadlines migrate to HighLevel Appointments with original start/end times, location, and description. Each appointment links to the primary contact and the associated matter (via opportunity custom field). Recurring calendar rules do not transfer — we flag these for manual recreation.

HighLevel has no native billing or time tracking. Billable hours, hourly rate, total billed, and outstanding balance from My Legal Software migrate as custom fields on the Contact or Opportunity. For firms needing continued billing, we recommend integrating HighLevel with LawPay or another legal-specific payment processor post-migration.

Notes attached to contacts or matters migrate to HighLevel Notes with original create date and author preserved. Notes are linked to the contact and, where applicable, the related opportunity. HighLevel's rich-text note support accommodates formatted notes from My Legal Software.

Any custom fields defined in My Legal Software (e.g., case type classifications, trust account balances, referral source) create as HighLevel custom fields on the relevant object. HighLevel's Custom Objects API supports fully custom object types for complex legal data that doesn't fit standard fields.

Attorneys, paralegals, and staff in My Legal Software resolve by email to HighLevel users. Unmatched users are flagged before migration — your firm either creates HighLevel accounts for them or assigns their records to a fallback user. User roles and permissions do not migrate and must be configured in HighLevel.

Workflow rules for matter stage changes, task assignment, or deadline alerts do not migrate. We export the rule definitions from My Legal Software as a reference document. Your team rebuilds automations in HighLevel's Workflow Builder, which supports triggers on opportunity stage changes, contact field updates, and scheduled actions.