Migrate from OneAdvanced Legal to Freshsales

OneAdvanced client records map to Freshsales Accounts. The client's business name, address, and industry classification translate directly. Where a OneAdvanced client has multiple associated fee-earners or contacts, we create a primary Account and add related Contact records linked via AccountId lookup.

Contact-level data from OneAdvanced (solicitor name, email, phone, role on matter) migrates as Freshsales Contacts. Email addresses serve as the primary de-duplication key, preventing duplicate contact records during migration. Contacts without an email address are flagged for manual review and cleanup before the full migration commits, ensuring data quality in the target system.

OneAdvanced matters have no direct Freshsales equivalent — a matter is closer to an Account + Deal + custom activity log combined. We map matter reference and description to a Freshsales Deal, using the matter's status pick-list values to drive the Deal Stage (Open → In Progress → Billed → Closed). Matter-specific custom fields become custom fields on the Deal.

OneAdvanced matter status values (Open, In Progress, Awaiting Billing, Billed, Closed) map to Freshsales Deal Stage values. Stage mapping is configured during schema planning — your team chooses the Freshsales pipeline stage names that match your matter lifecycle. Stage-change timestamps are preserved in a custom datetime field for audit continuity.

Billable time entries (fee-earner, date, duration, billing rate, matter link) do not map to any native Freshsales object. We create a Time_Entry__c custom module on Estate and Forest plans, or store as a custom field on the Deal for lower plans. Original time-entry create dates and fee-earner attribution are preserved. Hourly rate and billing status are stored as custom fields on each entry.

OneAdvanced Legal Cashier records (SAR-compliant client money tracking, disbursements, invoice generation) have no Freshsales equivalent. Total billed amounts per matter migrate to the Deal Amount field. Individual cashiering line items are stored as a JSON-serialized custom field on the Deal for reference. Your finance team rebuilds billing logic in Freshsales or a connected accounting tool post-migration.

OneAdvanced SharePoint-connected documents and Legal Forms are downloaded from source storage and re-uploaded as Freshsales Files attached to the corresponding Account, Contact, or Deal record. File size limits per Freshsales plan apply (Growth: 2GB per user; Pro: 5GB per user; Enterprise: 100GB per user). Large document sets may require batched upload over the delta window.

OneAdvanced role-based workflow routing and matter SLA timers do not transfer. These are destination-side configuration rebuilt in Freshsales Workflows (Estate and Forest plans) or managed manually during the transition period. We export OneAdvanced workflow definitions as a reference document for your Freshsales admin.

OneAdvanced management information reports and financial dashboards do not migrate. Underlying data (time entries, billed amounts, matter statuses) is present in Freshsales custom modules and Deal fields, enabling report recreation. Freshsales Analytics provides standard reports on Deals, pipeline, and activity — your team configures these post-migration.

OneAdvanced fee-earner and cashier user records are matched to Freshsales users by email address. Unmatched users are flagged before migration — your team invites them to Freshsales or assigns records to a fallback user. Role and permission sets (OneAdvanced's role-based access control) do not transfer and must be reconfigured in Freshsales Roles and Profiles.

OneAdvanced's SAR-compliant client money and trust accounting records are outside Freshsales' scope entirely. We export these records as a separate CSV for your finance team to manage in a dedicated accounting system. Migrating trust accounting data into a CRM creates compliance risk and is not recommended.

OneAdvanced Legal Forms and Laserform template mappings are application-level configurations that do not transfer to Freshsales. These templates are rebuilt in Freshsales' native form builder or a third-party document-generation tool post-migration. Form field data already captured in matter records is available for pre-population.