Migrate from Outlaw Practice to Odoo CRM

Outlaw Practice clients map 1:1 to Odoo res.partner. The primary contact name, email, phone, address, and company name fields migrate as standard partner fields. Clients without a company name land as individual partners. Multi-contact clients require that we create one primary partner record and related contact records linked via partner_id.

Outlaw Practice contacts associated with a client but stored as separate records migrate as related contacts in Odoo res.partner, linked to the primary client partner via the Parent Partner field. Email and phone are preserved; custom fields like bar number or role migrate as custom_char fields.

Outlaw Practice matters migrate as Odoo crm.lead records. We add a custom pick-list field (Matter_Type__c) with values drawn from Outlaw's matter-type taxonomy so firms can distinguish case files from intake leads or transactional matters. The lead type defaults to 'opportunity' for active matters and 'lead' for archived or closed cases.

Outlaw Practice matter statuses (Open, Pending, Closed Won, Closed Lost) map to Odoo crm.stage records by name. We create stage records in Odoo matching Outlaw's status labels and assign them to the CRM pipeline so kanban views show the same workflow stages. Stage probability values are set based on Outlaw's historical matter-outcome rates.

Outlaw Practice priority levels (High, Medium, Low) map to Odoo's crm.lead priority field using Odoo's 1-3 rating scale. High maps to 1 (high priority), Medium to 2, Low to 3. Firms with a custom priority scheme provide a value map during planning that we apply before migration.

Outlaw Practice time entries (hours, date, activity type, billing status) do not have a native Odoo CRM equivalent. We aggregate time entries per matter and write totals into custom Number fields on the crm.lead: x_studio_billable_hours (sum of billable hours) and x_studio_total_hours (sum of all hours). The granular time-entry records export as a separate CSV for Odoo Timesheet app import post-migration.

Outlaw Practice documents (filenames, file URLs, descriptions, tags) migrate as Odoo ir.attachment records linked to the corresponding crm.lead. We download the binary files and re-upload them to Odoo's filestore using the XML-RPC binary-write method. PDF documents and Word files are preserved as-is; inline text documents are stored as Odoo Documents with a link back to the matter lead.

Outlaw Practice trust-account balance, matter trust reference, and last reconciliation date have no native Odoo CRM model. We create a custom model (x_studio_trust_account) with fields for trust_balance, matter_ref, and last_reconciliation_date on the crm.lead. We migrate the last-known trust balance as a reference value. Firms must activate Odoo Accounting with a dedicated trust account to maintain active trust ledgers post-migration.

Outlaw Sign requests (status, recipients, expiration, signed document) cannot be migrated into Odoo Sign because the two systems use incompatible signing-engine data models. We export the request details (recipient list, document title, status, expiration date) as a JSON reference file. Pending requests are recreated as Odoo Sign requests at cutover; completed signed PDFs are migrated as ir.attachment records linked to the matter lead.

Outlaw Practice court calendaring events (event title, start datetime, attorney assignment, reminder settings, case reference) migrate as Odoo calendar.event records. We create a custom field (x_studio_case_ref) on the event linking it back to the crm.lead so users can see the matter context from the calendar view. Recurring events are translated to Odoo's recurrence model on a best-effort basis.

Outlaw Practice automation rules, intake-form logic, and workflow triggers have no Odoo CRM equivalent and cannot be migrated. We export each automation definition as a JSON file capturing rule name, trigger conditions, and action steps. Your Odoo administrator uses this JSON as a rebuild specification for Odoo Studio server actions and automated activities on crm.lead.

Outlaw Practice user accounts (name, email, role, active status) map to Odoo res.users by email match. We create the Odoo user if the email does not exist in the destination. Inactive or archived Outlaw users map as inactive Odoo users so the migration audit trail preserves the historical owner on matter records. Billing-rate overrides per user migrate as custom fields on res.users.