Migrate from My Legal Software to Zoho CRM

My Legal Software client records map directly to Zoho Contacts. Client name splits into First Name and Last Name. Primary address maps to Zoho's Mailing Street, City, State, Postal Code, and Country fields. A client may have zero, one, or many matters — each matter becomes a separate Zoho Deal linked to the Contact.

Client email address migrates to Zoho Contact.Email as a direct map. Multiple email addresses on a My Legal Software client record require a Zoho subform or custom field for secondary emails, as Zoho Contacts store one primary email by default.

Each My Legal Software matter becomes a Zoho Deal. Matter name maps to Deal Name. Matter number or case reference number is preserved as a custom field (Matter_Reference__c) for traceability. The matter's primary client becomes the Deal's Account or Contact lookup depending on your Zoho schema configuration.

My Legal Software matter statuses (e.g., Active, Pending, Closed, On Hold) map value-by-value to Zoho Deal StageName pick-list values. Each practice area may use a different subset of stages — we configure stage mapping per practice-area custom field so the correct pick-list values appear on each Deal.

Practice area labels from My Legal Software (Family Law, Personal Injury, Corporate, etc.) have no native Zoho equivalent. We create a custom pick-list field (Practice_Area__c) on the Deal module and populate it with source values. This field can drive Blueprint conditions and layout assignments in Zoho.

Billable time entries from My Legal Software are exported as structured text blocks and attached as Notes to the corresponding Zoho Deal. Each Note contains the attorney name, date, hours, and billing description. For firms needing detailed time reporting in Zoho, we can map time entries to a custom Time_Entry__c subform on the Deal.

Documents stored per matter in My Legal Software are exported to a file package and re-uploaded as Zoho Attachments linked to the corresponding Deal record. File names and folder structure from the source are preserved. Zoho's 25 GB file storage cap per organization applies — we validate total attachment volume before migration.

My Legal Software calendar events migrate to Zoho Events with Subject, Start DateTime, End DateTime, and Description preserved. All-day events and recurring events are mapped to Zoho's Event object. Deadlines and reminders stored as calendar entries migrate as Tasks with due dates and assignee (attorney owner).

Invoice and billing records from My Legal Software do not have a native Zoho CRM equivalent — Zoho Invoices live in Zoho Books, not the CRM module. We preserve invoice metadata (invoice number, date, amount, status) as a custom field set on the Deal for reference, and recommend linking the Deal to Zoho Books invoices post-migration.

My Legal Software attorneys and staff users are resolved by email match against existing Zoho users. Unmatched users are flagged before migration — your firm either creates the Zoho user account first or assigns records to a designated fallback attorney. Role and permission settings from My Legal Software do not migrate as Zoho roles must be configured separately.

My Legal Software custom fields on client records (e.g., Referral_Source__c, Client_Type__c) are created as matching custom fields on the Zoho Contact module. Field data types are matched: text to string, pick-list to pick-list, date to date. Required-field flags are re-evaluated — fields marked required in My Legal Software may need to be optional in Zoho during the migration window to avoid blocked records.

Matter-level custom fields (e.g., Court_Date__c, Opposing_Counsel__c, Insurance_Claim_Number__c) are created as custom fields on the Zoho Deal module before data loads. Subform fields in My Legal Software require a Zoho subform layout — we configure the subform structure in Zoho during the schema-setup phase.

Phone numbers stored on My Legal Software client records map to Zoho Contact.Phone (primary) and Contact.Mobile (mobile). If My Legal Software stores multiple phone types (office, cell, fax), additional numbers are stored in a custom Phone_List__c subform to avoid Zoho's single primary-phone constraint.

Zoho's native Deal Created Date field is automatically set when records are inserted via API, which means it cannot reflect the original matter open date from My Legal Software. FlitStack AI preserves the source matter open date by creating and populating a custom datetime field called Matter_Open_Date__c on every Deal record during migration. This custom field maintains reporting continuity, supports compliance documentation that references original filing dates, and can be used in Zoho reports, filters, and Blueprint automation rules to trigger workflows based on the original matter timeline.

Matter expected value or billing budget from My Legal Software migrates as the Zoho Deal.Amount (currency field). If the source stores both minimum and maximum estimates, the primary estimate maps to Amount and the range is stored in a custom field (Estimated_Range__c).