Migrate from MyCase to HubSpot

MyCase clients map directly to HubSpot contacts. Each client contact record migrates with name, email, phone, address, and primary matter association. Client type (individual vs. business) determines whether a Company record is also created in HubSpot. If the client type is Business, FlitStack also creates a corresponding Company record and links the contact to it via a primary association.

When MyCase contact type is 'Business', the organization name maps to a HubSpot Company record. The individual contact at that business maps as a HubSpot Contact linked to the Company via primary association. If multiple individuals exist for the same organization, each becomes a separate Contact record, all associated with the same Company.

MyCase matters map to HubSpot Deals. Matter status (Open, Pending, Closed, On Hold) maps to a HubSpot Deal stage via value mapping. Matter number and case type are preserved as custom properties on the Deal record. All matter-level custom fields are also transferred as custom properties on the Deal, preserving data such as practice area, court jurisdiction, and opposing counsel.

Any MyCase custom fields defined on a matter (e.g., practice area, court jurisdiction, opposing counsel) become HubSpot custom properties on the Deal. Field type is preserved: text, number, date, and pick‑list map to their HubSpot equivalents. If a custom field contains a list of values, FlitStack creates a corresponding pick‑list property in HubSpot and maps each value individually.

MyCase custom fields on contacts (e.g., referral source, client since date, bar number for attorney contacts) become HubSpot contact custom properties. Client‑specific metadata is preserved as read‑only or editable custom properties based on field settings. If a contact has multiple values for a pick‑list field, each value is imported as a separate entry in the HubSpot property.

MyCase Drive files attached to matters are downloaded and re-uploaded to the corresponding HubSpot Deal record. File size limits apply (HubSpot default 25MB per file). Folder hierarchy in MyCase Drive is not preserved — flat file list on the Deal record.

MyCase calendar events associated with matters map to HubSpot engagements with type 'meeting'. Original start/end times, invitees, and matter association are preserved. Recurring events are expanded into individual engagement records. All meeting descriptions and location details are also transferred as part of the engagement record.

MyCase tasks linked to matters map to HubSpot engagement tasks on the corresponding Deal. Task status (complete/incomplete), due date, and assignee are preserved. Uncompleted tasks migrate as open HubSpot tasks. If a task has a description or notes, those are imported as the engagement task's body, allowing full context to be available in HubSpot.

MyCase users are resolved by email match against HubSpot users. Responsible attorney assignments on matters become owner assignments on HubSpot Deals. Unmatched users are flagged for manual assignment before migration. If a user is unmatched, FlitStack records the original MyCase role and ID in a custom property on the record for later reference.

MyCase time entries, invoices, and billing records do not map to HubSpot objects. HubSpot has no native billing or invoicing model. Time entry history is preserved as notes on the Deal for reference, but billing must be handled in MyCase or rebuilt in a separate accounting system.

MyCase workflows and automated task triggers do not migrate. The workflow definitions can be exported as a PDF reference document for your team to rebuild in HubSpot's workflow builder. This is a manual process — FlitStack does not migrate automation logic.

MyCase's QuickBooks Online integration configuration does not transfer. If you use QuickBooks for accounting, you will need to set up the HubSpot-QuickBooks integration separately post-migration. MyCase billing data remains in MyCase for historical reference. All billing-related records, such as invoices and trust transactions, stay in MyCase and can be exported as PDF for archiving if needed.