Migrate from OneAdvanced Legal to HighLevel

OneAdvanced client records map 1:1 to HighLevel Companies. Client reference numbers, firm names, and industry designation (legal services) carry over as custom fields. Billing-address and registered-office addresses map to the Company address fields. Industry classification is set to 'Legal Services' as the default sector, and any additional office locations are stored as tags on the Company record for reference.

OneAdvanced contact records (client representatives, opposing parties, intermediaries) map to HighLevel Contacts. Each contact is linked to the Company record via the contact's primary client association. Email, phone, and role fields carry over directly. Contact priority or importance ratings from OneAdvanced are preserved as a custom dropdown field, and any contact-specific billing instructions are held as a custom text field on the Contact record.

Each OneAdvanced matter becomes a HighLevel Opportunity. The matter reference number, matter type (e.g., conveyancing, family law, litigation), and billing type (fixed fee, hourly, CFA) migrate as custom fields (Matter_Reference__c, Matter_Type__c, Billing_Type__c). HighLevel pipelines and stages are configured to mirror the matter lifecycle stages used in OneAdvanced.

OneAdvanced Time Capture records have no HighLevel equivalent. FlitStack creates a Billable_Hours__c custom object with fields for duration, date, description, billing_status, and fee_earner, linked to both the Contact and the Opportunity (matter). Each time entry becomes a separate custom object record.

OneAdvanced legal invoices carry SAR-compliant line items, disbursements, and VAT calculations. HighLevel has no accounting ledger. We export each bill as a PDF and attach it to the related Contact and Opportunity record. The total billed amount and outstanding balance are stored as custom fields for reference.

SAR-compliant trust ledgers and client money records cannot map to any HighLevel standard object. We generate a full PDF ledger export per client, attach it to the Contact record, and store a Trust_Account_Status__c custom field indicating the last reconciled balance and date.

OneAdvanced document records (pdfDocs integration) are downloaded and re-uploaded to HighLevel Files attached to the relevant Contact or Opportunity. The original folder hierarchy and document-type metadata are preserved as a custom field (Document_Type__c) and as part of the file name.

OneAdvanced fee-earner and staff accounts are matched to HighLevel users by email address. Unmatched staff are flagged before migration; the team either creates HighLevel accounts first or assigns records to a fallback user. Role and department information maps as Tags on the User record.

OneAdvanced matter types (e.g., Conveyancing, Private Client, Litigation, Corporate) map to a Matter_Type__c dropdown on the Opportunity. Each pick-list value is created in HighLevel to match the source taxonomy before data lands. Matter types determine which pipeline stages are available for each opportunity. Inactive or archived matter types from OneAdvanced are flagged but only created in HighLevel if they appear on open matters.

OneAdvanced custom fields on any object are audited during discovery. Text fields become text, numbers become number, dates become date, and pick-lists become HighLevel dropdown fields. All custom fields are pre-created in HighLevel before the migration run to avoid field-missing errors.

OneAdvanced workflow rules governing document generation, compliance checks, matter-stage transitions, and billing automation do not migrate. We export a JSON workflow map describing each rule's trigger, conditions, and actions as a reference for rebuilding in HighLevel's Automation Builder. The JSON includes the original OneAdvanced rule names and IDs so your team can cross-reference against current documentation.

OneAdvanced OverVu financial dashboards and billable-hour realization reports have no HighLevel equivalent. The underlying data (time entries, bill amounts, matter stages) migrates into custom fields and custom objects, so reports can be rebuilt in HighLevel's reporting module. Billable-hour totals are aggregated into summary custom fields on each Opportunity for quick reference in dashboards.