Migrate from Outlaw Practice to Nutshell

Outlaw Practice's legal case model has no native Nutshell equivalent

Outlaw Practice stores Cases as primary objects with matter-specific fields (court name, judge, opposing counsel, statute of limitations, case type, billing arrangement) that Nutshell cannot represent natively. We map cases to Nutshell Deals and add custom fields for case number, court, and status, but Nutshell's Deal object is fundamentally a sales pipeline tool — not a legal matter tracker. Firms that rely on case-centric workflows (statute tracking, court calendaring, trust fund per case) will need to rebuild these in external legal tools or adapt their process to Nutshell's Deal model. Plan for a separate case management layer or accept that Nutshell will track case value and status without legal-specific context.

Billing, invoicing, and trust accounting do not migrate to Nutshell

Outlaw Practice includes full billing and invoicing with billable items tracking, billing rate management, and trust accounting — the financial backbone of a law firm's practice management. Nutshell has no billing module. We can migrate billable amounts and invoice status as custom fields on Deals, and trust balances as custom fields on Person records, but Nutshell cannot generate invoices, track trust funds, manage client retainer accounts, or produce legal billing reports. Firms must implement separate legal accounting software (e.g., Clio Manage, QuickBooks Legal, or similar) post-migration for ongoing financial management. The migration transfers monetary value and billing history as reference data only.

Workflow automations and document templates cannot migrate to Nutshell

Outlaw Practice workflow automations handle legal-specific processes: client intake routing, document generation triggers, court filing reminders, approval chains, and matter-stage automation. Nutshell's automation tools (Sequences, automation rules) are designed for sales follow-up sequences and lead nurture — not legal process automation. We export Outlaw Practice workflow definitions as a written reference document so your team can rebuild the logic in Nutshell's tools or a dedicated workflow engine. Document templates and e-signature automation do not transfer; Nutshell supports file attachments but not template-based document generation. Firms relying heavily on Outlaw Practice's automation layer should budget for a dedicated document automation tool (Outlaw contract management, DocuSign, or similar) alongside Nutshell.

Outlaw Practice's unified client record requires splitting between Nutshell People and Companies

Outlaw Practice stores organization information embedded within client records — a person record may include the law firm or corporate entity they represent alongside personal contact details. Nutshell separates People and Companies into distinct objects with a many-to-one relationship (each Person links to one primary Company). During migration, we extract organization data from Outlaw Practice client records and create separate Nutshell Company records, then link the corresponding Person to the Company via Nutshell's relationship model. This requires company deduplication logic — if Outlaw Practice has multiple person records referencing the same organization without a unified company record, migration creates duplicate Companies in Nutshell. We flag duplicate candidates for your review before the full load runs.

Nutshell contact limits and per-seat pricing affect post-migration cost model

Nutshell pricing scales per user seat and caps contact storage at tier-specific limits (e.g., Foundation starts at $13/user/month with a contact ceiling that increases at higher tiers). Outlaw Practice does not disclose per-contact pricing limits — it operates as a flat-rate practice management subscription. Teams migrating to Nutshell should verify that their contact volume fits within the chosen tier and plan for cost increases as the contact database grows. Nutshell Enterprise at $79/user/month provides the highest contact limits but at significant per-seat cost. FlitStack includes a pre-migration contact count audit so you can select the correct Nutshell tier before data loads.