Migrate from My Legal Software to Nutshell

My Legal Software stores individual clients as named records with contact details. These map 1:1 to Nutshell People. Address, phone, email, and custom fields transfer directly. Owner assignment is resolved by email match against Nutshell users. All standard fields (name, contact info, address components) migrate as-is without transformation. Custom fields attached to the client record also transfer as custom fields on the corresponding Nutshell Person record, preserving field type and values.

My Legal Software organizations — corporate clients, firms, institutions — map to Nutshell Accounts. Organization name, domain/website, industry, and employee-count custom fields migrate as Account fields. Parent-organization hierarchies become Account hierarchy in Nutshell. When a parent company exists in My Legal Software with subsidiary relationships, those hierarchies are preserved as Nutshell Account parent-child relationships, allowing your team to view organizational structure in the CRM.

Each My Legal Software matter becomes a Nutshell Deal. Matter name maps to Deal name. Matter status (Open, Closed, Pending) maps to Nutshell pipeline stage values via value mapping. Client/matter association becomes Deal.PersonId or Deal.AccountId lookup — the client record must exist first in Nutshell.

My Legal Software matter statuses are mapped value-by-value to Nutshell pipeline stage names. A typical mapping: Intake → Appointment Scheduled, Active → Working, Closed Won → Won, Closed Lost → Lost. Your admin confirms stage mapping before the migration commits.

Billable time entries are too granular for Nutshell's native object model. We attach time-entry summaries as Notes on the relevant Person or Deal record, preserving date, hours, description, and billing rate as formatted text. Full time-entry detail is preserved; reporting on billable hours post-migration requires a custom field or export.

My Legal Software contacts (attorneys, paralegals, referring counsel) who are not clients split into two groups: those who are already clients migrate as People, and those who are prospective referrals route to Nutshell Leads. This split is based on a source-field flag indicating client vs. non-client status.

My Legal Software calendar entries migrate as Nutshell Events. Original start/end datetime, description, and owner are preserved. Events are linked to the relevant Person or Deal by name matching. Recurring appointments create individual Event records in Nutshell rather than a single recurring-event reference, meaning each instance appears as a separate calendar entry in the target system.

Documents attached to My Legal Software matters are re-uploaded to Nutshell Files and attached to the corresponding Person or Deal record. File size must be under 25 MB per file (Nutshell API limit). Documents exceeding this are flagged before migration. Folder hierarchy does not transfer — files land in a flat attachment list.

My Legal Software custom fields defined on matters — such as practice area, case number, referring attorney, or jurisdiction — migrate as Nutshell custom fields on the Deal object. Custom fields must be pre-created in Nutshell Settings before data import; we provide a custom-field creation plan as part of the migration package.

Client-level custom fields in My Legal Software — bar number, client type, billing tier — map to custom fields on Nutshell Person (for individuals) or Account (for organizations). Field type (text, picklist, date, number) is preserved during mapping. These custom fields are created in Nutshell Settings before migration, and the migration plan specifies which fields apply to Person vs. Account objects based on client type.

My Legal Software workflow automation (matter intake routing, task assignment rules, email triggers) has no direct equivalent in Nutshell. We export the workflow definitions as a JSON reference document your Nutshell admin can use to rebuild logic using Nutshell's sequence automation and task rules.

My Legal Software billing and invoice records do not map to any native Nutshell object. Invoice summaries (invoice number, date, total, status) are attached as formatted Notes on the related Deal. Nutshell does not include billing or accounting features; billing must remain in My Legal Software or a separate accounting tool post-migration.

My Legal Software users (attorneys, staff) are matched to Nutshell users by email address. Unmatched users are flagged before migration — your team either creates the Nutshell user first or assigns records to a fallback owner. Active/inactive status from My Legal Software is preserved as a Note for admin review.