Migrate from MyCase to Freshsales

MyCase Clients have no separate lead/contact distinction — they are all people with an optional role. FlitStack routes MyCase Clients with open or recently closed matters to Freshsales Contacts; inactive clients with no matters in the past 12 months route to Freshsales Leads. Role data (Attorney, Billing Contact, etc.) stored as a custom pick-list field on both Contact and Lead.

MyCase stores primary and billing addresses per client. All address fields including street address, city, state, zip code, and country map directly to Freshsales Contact address fields. When clients have multiple addresses, they are associated using Freshsales Contact's address type indicator to distinguish between billing and shipping locations.

MyCase Companies map 1:1 to Freshsales Accounts. Company name maps to Account Name; domain maps to Website; industry maps to Industry pick-list. Multi-contact relationships in MyCase collapse to the primary AccountId on each Contact in Freshsales, with additional contacts added via the Account Contact Relationships model.

MyCase Matters map to Freshsales Deals. Matter name becomes Deal Name; amount maps to Deal Amount if billable; status maps to Freshsales stage via value mapping. Case type (Family Law, Criminal Defense, Personal Injury, etc.) migrates as a custom field since Freshsales has no native matter-type concept. Responsible attorney and paralegal assignments map to Freshsales Deal Owner.

Any custom fields on MyCase Matters — such as Court Name, Case Number, Judge Assigned, or Insurance Carrier — create matching custom fields on Freshsales Deals. Data types are preserved: text to text, date to date, pick-list to pick-list. FlitStack audits the full MyCase field list before migration to identify every custom field that needs a destination counterpart.

MyCase Tasks map to Freshsales Tasks. Subject maps to Task Subject; description maps to Task Description; due date maps to Due Date; status (Open, Completed) maps to Freshsales Task Status. Parent record links (task belongs to a client and matter) are preserved as Freshsales ContactId and DealId lookups on the Task record.

MyCase calendar events map to Freshsales Events. Event title, start time, end time, event type, and visibility (firm-wide or matter-specific) all transfer. Events linked to a matter in MyCase link to the corresponding Freshsales Deal via DealId. Events without a matter association link to the primary Contact.

MyCase time entries (hours worked, billable rate, date, description, and associated attorney) cannot map to a native Freshsales object. FlitStack creates a Note on the corresponding Deal with hours, rate, and billable flag stored as custom fields on the Note. This preserves all time-tracking data for billing reconstruction in Freshsales or a linked accounting tool.

MyCase Drive files re-upload to Freshsales Files and are linked to the corresponding Contact or Deal record. Original file names and upload dates are preserved. MyCase's Drive folder hierarchy does not map to Freshsales native folders — the migration engineer produces a folder mapping plan and optionally stores the original Drive path as a custom field on each file.

MyCase invoices, trust account balances, IOLTA tracking, and flat-fee billing rules have no native Freshsales equivalent. FlitStack preserves invoice totals, payment status, and outstanding balance as custom fields on the linked Account record. Firms must rebuild billing workflows and payment collection in Freshsales or a connected legal accounting tool.

MyCase's client portal gives clients access to case updates, documents, and invoices. Freshsales has no built-in client portal — portal access status is stored as a custom field on the Contact record as a reference flag. Firms needing a client portal in Freshsales should evaluate Freshworks Freshdesk or a third-party integration.

MyCase users and staff map to Freshsales Users by email address match. Unmatched users are flagged before migration — firms either invite them to Freshsales first or assign their records to a designated fallback owner. MyCase role-based permissions (Attorney, Paralegal, Admin) are stored as a custom field on the Freshsales User record.