Migrate from OneAdvanced Legal to Zoho CRM

OneAdvanced Client is the top-level entity combining company and primary contact data. We split this into a Zoho Account record (company name, address, industry) plus a primary Contact record (client contact name, email, phone) linked via Account-Contact relationship. Multiple office locations within one client become additional Account addresses.

OneAdvanced Matter maps to a Zoho Deal record with Matter_Reference__c (custom field) storing the original matter ID. Matter type (Family, Corporate, Litigation, Wills) maps to a pick-list custom field Matter_Type__c and can route to different Zoho deal pipelines if multiple sales processes exist. Matter status (Open, Closed, On Hold) maps to Deal Stage pick-list values.

Billable time entries from OneAdvanced become Zoho Tasks with Subject set to the Matter name, Task_Type__c = 'Billable Time', and Billable_Amount__c storing the fee amount. Duration maps to Zoho Task Hours. Owner resolves to the Zoho user by email match. Non-billable entries map with Task_Type__c = 'Internal' and zero amount.

Bills in OneAdvanced migrate to Zoho Invoice records if the destination Zoho instance has Professional tier or above (required for Invoices). Bill number maps to Invoice Number; bill date maps to Invoice Date; line items map to Zoho Invoice Line Items with Product lookup. If Invoices are unavailable, bills store as Bill_Number__c and Bill_Date__c custom fields on the associated Deal.

Client representatives, fee earners, and opposing parties stored as OneAdvanced contacts migrate as Zoho Contacts. The primary contact on a Matter becomes the primary Contact on the related Deal via Deal-Contact association. Additional contacts on the Matter create additional Deal Contact Role entries in Zoho.

OneAdvanced documents and Legal Forms attached to matters download and re-upload as Zoho Attachments on the corresponding Deal record. File size limits per Zoho apply (25MB default per file). Inline field data from Legal Forms is preserved in a custom field summary for reference in Zoho.

OneAdvanced scheduled appointments and court dates migrate as Zoho Events with original start/end times, location, and description preserved. The Event links to the related Deal (matter) via Looked-Up related list. Court-dates and key deadlines stored with all-day flag are migrated with full-day Events.

OneAdvanced custom fields at the matter level (e.g., court division, case number, opponent firm) create Zoho custom fields on the Deal module. Field type is preserved — pick-list to pick-list, text to text, date to date. Multi-select fields migrate as Zoho multi-select pick-lists with values mapped one-to-one.

OneAdvanced's SAR-compliant trust accounting (client money handling) has no direct Zoho CRM equivalent — Zoho CRM does not include trust or funds-management accounting. We preserve trust account balances and transaction summaries as read-only custom fields on the Account for reference but recommend a separate accounting system for ongoing compliance.

OneAdvanced workflow templates tied to matter stages, billing triggers, and compliance approvals do not migrate. They require Zoho Blueprint redesign per deal pipeline and Zoho Workflow Rules for field-change automation. FlitStack exports OneAdvanced workflow definitions as a reference document for your Zoho admin to rebuild in Blueprint.

OneAdvanced fee earners and staff users resolve to Zoho Users by email match. Active users in OneAdvanced create active Zoho users; inactive users create Zoho users with 'Active' flag set to false. Unmatched owners receive a fallback assignment rule documented in the migration plan.