Migrate from Outlaw Practice to Pipedrive

Outlaw Practice clients map directly to Pipedrive People. Client name splits into first_name and last_name on the Person record. Primary email, phone, and address fields map directly. The Person is linked to an Organization record representing the firm or client organization.

When the Outlaw Practice client represents a law firm or corporate entity, FlitStack AI creates a Pipedrive Organization record and maps the company name, website, and address fields. Sole practitioners who operate as individuals are created as Person records without a parent Organization, preserving the contact's email, phone, and address. The system flags the distinction before migration begins.

Outlaw Practice matters map to Pipedrive Deals. The Deal title uses the matter name. All legal-context fields — case type, court jurisdiction, opposing counsel, statute of limitations — migrate as custom fields on the Deal. Matter status (Active, Pending, Closed) maps to a custom pick-list field.

Outlaw Practice matter statuses—Active, On Hold, Closed Won, Closed Lost, Pending—are mapped to a custom Pipedrive Deal field called Matter_Status__c using a value-by-value translation. Because Pipedrive lacks a native matter-status concept, each source status label is preserved exactly as a pick-list entry. FlitStack AI validates that all source values exist in the target pick-list, assigning a default 'Unknown' label for any unmapped status before import.

Outlaw Practice documents attached to a matter are downloaded and re-uploaded as Pipedrive file attachments on the corresponding Deal. File size limits per Pipedrive's storage tier apply. Inline document metadata (doc type, created date, author) is preserved in a custom field on the attachment link.

Pipedrive has no native billing or invoicing module. Outlaw Practice billing records, trust account balances, and billable items migrate as custom monetary fields on the Deal (Total_Billed__c, Trust_Balance__c, Hours_Logged__c). For structured fee items, Pipedrive Products are created and linked to the Deal as line items.

Outlaw Practice court dates and scheduled hearings map to Pipedrive Activities of type Event. The original date, time, and location are preserved. Activities are linked to the Deal representing the matter. Recurring court dates are mapped as a series of individual Event records.

Outlaw Practice allows multiple contacts per matter (lead attorney, co-counsel, paralegal, billing contact). Pipedrive's Person-Deal association is many-to-many via Deal Participants. Each contact becomes a separate Person record, and all are added as Deal Participants on the migrated matter Deal.

Outlaw Practice staff members are matched to Pipedrive users by email address. Unmatched staff members are flagged before migration — firms either invite them to Pipedrive first or assign their records to a designated fallback owner. No Deal or Person lands without a valid Pipedrive owner.

Outlaw Practice custom fields on matters (e.g., Insurance Carrier, Lien Amount, Case Number) are created as custom fields in Pipedrive using the same field type (text, number, date, pick-list). Pipedrive generates a hash-key field name — FlitStack AI maps the human label to the generated key during the import.

Outlaw Practice case notes are imported as Pipedrive Notes attached to the corresponding Deal, with the note body, creation date, and author preserved. If the note references a specific contact, a copy can also be attached to that Person record. Notes are imported in chronological order per matter, and any embedded file references are stored in a custom field for post-migration review.

Outlaw Practice time entries (date, duration, description, billable amount) are merged into a custom text area on the Deal (Time_Entries__c) as a formatted block. For firms that bill by matter amount rather than hourly, the total billed amount also populates Deal.Amount.