Migrate from My Legal Software to Pipedrive

My Legal Software client records (person-level: name, email, phone, address, role) map directly to Pipedrive Person records. The primary organization link routes to an Organization record created from the client's company or firm name. Contact roles in matters (e.g., attorney, opposing counsel) have no Pipedrive equivalent and are stored as custom Person fields.

My Legal Software stores firm or organization data alongside client records. These map to Pipedrive Organizations. If a client record has no associated company, no Organization record is created and the Person stands alone. Multi-person organizations in My Legal Software collapse to a single Organization in Pipedrive.

A matter in My Legal Software is a case-centric container linking clients, documents, billing, calendar events, and notes. In Pipedrive, the equivalent container is a Deal. FlitStack AI creates a Pipedrive Deal for each active matter, populates the deal name from the matter title, and stores the original matter_id as a custom Deal field (matter_id) for traceability back to My Legal Software.

My Legal Software matter stages (e.g., Intake, Active, Pending, Closed) map to Pipedrive Deal Stage values within a configured Pipeline. Each stage name requires a value-by-value mapping. FlitStack AI creates the Pipeline in Pipedrive and populates stage labels that match the source stage names so staff can recognize the status on the Kanban view immediately.

Any custom fields configured on My Legal Software matters (e.g., practice area, court venue, judge name, referral source) require pre-created Pipedrive Deal custom fields before migration. FlitStack AI inventories every matter custom field, matches each to a Pipedrive field type (text, number, date, picklist), and delivers a Pipedrive setup plan so your admin creates the fields before data loads.

My Legal Software court dates, deposition schedules, and deadlines become Pipedrive Activities of type 'Meeting' or 'Task' linked to the Matter-as-Deal. Original timestamps and assignee (owner) are preserved. Pipedrive's calendar sync then surfaces these as calendar events. A custom field on the Activity records the original My Legal Software matter context.

Matter notes and general client notes migrate as Pipedrive Notes attached to the corresponding Person or Deal. Original author and create timestamp are preserved. Rich-text formatting in My Legal Software notes is converted to plain text, and embedded hyperlinks become plain URLs. The original note title becomes the Pipedrive Note subject, ensuring that note context is retained after migration.

My Legal Software documents have no Pipedrive equivalent. Pipedrive Files attach to records but have a 25 MB per-file limit and no matter-level folder structure. FlitStack AI exports the document metadata (file name, type, size, original URL) and stores it as a Note on the Matter-as-Deal with a reference to the original location. The files themselves must be migrated separately or remain accessible in My Legal Software.

Trust account balances, clientLedger entries, and invoice records in My Legal Software have no Pipedrive equivalent. Pipedrive does not support billing or financial record types. FlitStack AI inventories billing records and delivers them as an export file for import into a dedicated accounting tool. These records do not migrate into Pipedrive.

My Legal Software staff and attorney accounts are matched to Pipedrive users by email address. Unmatched staff (e.g., former employees in My Legal Software) are flagged. Their migrated records are assigned to a designated Pipedrive user or left unassigned pending your decision. Active staff should have Pipedrive accounts created before migration runs.

My Legal Software records attorney, paralegal, and opposing counsel roles per matter. Pipedrive has no native role-per-deal field for persons. FlitStack AI stores role information as a custom pick-list Person field (e.g., contact_role) and applies Labels on the Deal to surface the role context visually.

Labels in My Legal Software (e.g., practice area tags) migrate as Pipedrive Labels on the relevant entity type (Person, Organization, or Deal). Pipedrive Labels are entity-specific, so a label used for both clients and matters is applied separately to each migrated entity type.