Migrate from Outlaw Practice to HighLevel

Outlaw Practice clients map directly to HighLevel contacts. Client name splits into first name and last name fields; email, phone, and address fields map to their HighLevel equivalents. Clients without email receive a placeholder email flag so they surface in the migration audit before being marked for manual review.

When Outlaw Practice stores opposing counsel, insurance carriers, or other business entities as separate company records, those map to HighLevel companies. Company-to-contact relationships use HighLevel's built-in contact-company linking. Multiple attorneys sharing one company record collapse to individual contacts under the same company in HighLevel.

Outlaw Practice matters become HighLevel opportunities within a pipeline. Each Outlaw Practice matter type (family law, estate planning, criminal defense, etc.) can map to a separate pipeline or stage within one pipeline — your admin chooses during schema setup. Matter status (active, pending, closed) maps to opportunity stage values. The original matter number is preserved in a custom field for reference.

Billable hours logged in Outlaw Practice become HighLevel tasks with a duration field and a custom billable flag. Time entry descriptions become the task name. Hourly rate and total billing amount migrate to custom number fields on the task. Parent matter links via the task's related opportunity association. Non-billable entries migrate with the same structure minus the billing fields.

Documents attached to Outlaw Practice matters are downloaded and re-uploaded as HighLevel files associated with the matching opportunity. HighLevel's 25MB per-file limit applies — files over 25MB are flagged for splitting. Outlaw Practice's folder hierarchy is not preserved; all files land in a flat attachments list on the opportunity by default. We can optionally recreate a naming convention that encodes folder paths.

Outlaw Practice invoices map to HighLevel invoices only for the most recent invoice records. Historical invoices with paid status are exported as PDF records and attached to the opportunity. Active outstanding invoices require manual reconciliation because HighLevel's invoice module does not support the full trust accounting model (IOLTA, client trust, operating account splits) that Outlaw Practice uses.

Outlaw Practice court dates and calendar events migrate to HighLevel calendar events with original start/end times, attendees, and description preserved. Court date reminders migrate as HighLevel task due-date reminders. Recurring calendar events are mapped as individual events — HighLevel does not natively support recurring event templates across objects.

Outlaw Practice custom fields on client records (e.g., referral source, bar number, malpractice carrier) become custom fields on the HighLevel contact. Field type mapping applies: text → text, number → number, date → date, picklist → picklist. If the custom field uses a picklist, values are mapped value-by-value.

Outlaw Practice matter-level custom fields (for example, case type, court jurisdiction, assigned judge, or statute of limitations) are migrated as custom fields on the HighLevel opportunity. Field types are mapped directly: text stays text, number stays number, date stays date, and picklist values are translated one-by-one into HighLevel picklist options. The fields are created during schema setup before data loads, ensuring clean import validation.

Outlaw Practice workflow automation rules do not migrate. Triggers such as court date approaching, e-signature completed, or invoice overdue have no direct equivalent in HighLevel's workflow engine. We export workflow definitions as a text summary and a screenshot archive so your HighLevel admin can rebuild them in the workflow builder.

Outlaw Practice trust accounting records (IOLTA account balances, client trust holds, operating account transfers) have no HighLevel equivalent. HighLevel's invoice module does not support trust accounting. We export trust balances as a PDF report and provide a reconciliation worksheet, but the accounting records themselves cannot be migrated into HighLevel and must be maintained in separate accounting software.

Signed documents from Outlaw Practice's e-signature flow are exported as PDF files and attached to the relevant matter-opportunity in HighLevel. Signature metadata (signer name, timestamp, IP address) is captured in a custom text field on the document. Outlaw Practice's audit trail for the signing ceremony is preserved as a PDF appended to the document.