Migrate from MyCase to Nutshell

MyCase Clients map to Nutshell People directly — first name, last name, email, phone, address, title, and social handles transfer as-is. MyCase's client portal access flag and billing status fields have no Nutshell equivalent; we preserve them as custom Person fields for reference. Any MyCase contact without an email is flagged because Nutshell People require an email for full CRM functionality.

MyCase Companies map to Nutshell Companies directly — name, domain, industry, employee count, and revenue transfer as-is. MyCase supports multiple contacts per company; Nutshell Person records carry a single primary CompanyId. We select the most recently updated MyCase contact as the primary and surface the others as secondary company associations in a custom field for manual review.

MyCase Matters map to Nutshell Deals using the Matter name as Deal name, estimated value or fee amount as Deal amount, and Matter status (Open, Pending, Closed) mapped to Nutshell pipeline stage values. MyCase practice-area, court, opposing counsel, and hearing-date fields have no Nutshell Deal equivalent — these become Nutshell custom fields on the Deal record. The Matter number is stored as a custom field for reference and reconciliation.

MyCase Tasks map to Nutshell Tasks directly — title, due date, status, priority, and assigned user transfer. Nutshell Tasks do not have a native case/deal link field; we store the source Matter ID as a custom field on each Nutshell Task so the association can be manually re-established in Nutshell's Activity view if needed.

MyCase time entries (hours, description, billing rate, attorney assigned) have no native Nutshell equivalent — Nutshell has no time-tracking engine. We convert each MyCase time entry into a structured Activity note on the linked Deal, preserving hours logged, description, and rate. The firm's team reviews these notes to determine whether to bill them manually or export to their accounting tool.

MyCase billing records — invoices, flat fee tracking, trust account entries, and IOLTA status — do not exist as a data type in Nutshell. We migrate invoice total, balance due, and payment status as custom fields on the associated Deal, and store a summary of the billing record as an Activity note. The firm's accounting team rebuilds invoices in their preferred billing tool post-migration.

MyCase Drive documents and file attachments are downloaded and re-uploaded to Nutshell's file storage linked to the corresponding Person, Company, or Deal record. MyCase's auto-generated case folder structure (top-level folders created when a Matter is opened) does not map to Nutshell; documents are attached individually to the migrated Deal record.

MyCase custom fields on Matters — practice area, court location, opposing counsel, filing deadline, judge name — become Nutshell custom fields on the Deal record. Nutshell custom fields support text, number, date, and pick-list types; MyCase field types map to the nearest Nutshell equivalent. Nutshell's field-level security and visibility settings must be configured manually after migration.

MyCase custom fields on Clients and Companies migrate as Nutshell custom fields on Person and Company records. Both platforms support custom fields on these objects, so the mapping is direct in structure. Any MyCase pick-list custom field values are preserved as Nutshell pick-list options; the firm adds missing values manually in Nutshell's settings.

MyCase email logs, call notes, and general notes associated with a Client or Matter migrate as Nutshell Activity records attached to the corresponding Person or Deal. Original timestamps and the creating user are preserved. Nutshell does not support email threading or full email body display in the same way MyCase does — activity notes show the logged description but not the full email MIME content.