Migrate from Outlaw Practice to Salesforce Sales Cloud

Outlaw client records map directly to Salesforce Contacts. Primary firm contact per client lands as the Contact record; the client's organization maps to Contact.AccountId lookup. Outlaw stores client type (individual vs. organization) and address fields that translate cleanly to Salesforce's Contact standard fields.

When Outlaw Client records represent organizations (corporate clients, institutional clients), those map to Salesforce Accounts. The Contact record references the Account via AccountId. For solo individuals who are also clients, the Contact may not require a parent Account — handled case by case.

Outlaw Matters have no direct Salesforce standard equivalent — Salesforce Cases model support tickets, not legal matters. FlitStack creates a Matter__c custom object in Salesforce with a lookup to Contact (the client). Matter number maps to Matter__c.Name (auto-number), status maps to Matter__c.Status__c pick-list, and the matter description maps to Matter__c.Description__c.

Outlaw matter status values (Open, Pending, Closed, On Hold) map to corresponding custom pick-list values on Matter__c.Status__c. This is a one-to-one mapping by default; any custom Outlaw status values are preserved and added to the Salesforce pick-list during the initial schema setup phase.

Outlaw document records (name, file type, upload date, uploader) map to Salesforce Files (ContentDocument + ContentVersion). The actual file body is re-uploaded via Salesforce's file handling. Document-metadata fields like category and tags map to custom fields on the ContentVersion or to a junction object linking Files to Matter__c.

The Outlaw association between a document and its parent Matter migrates as a ContentDocumentLink record that links the ContentDocument to the Matter__c record, thereby preserving the document-to-matter relationship within Salesforce's file-sharing model.

Outlaw invoice records containing invoice number, amount, date, status, and line items migrate to custom fields on Matter__c: Invoice_Number__c, Invoice_Amount__c, Invoice_Date__c, and Invoice_Status__c. Multi-line invoices are aggregated per matter for simplicity, with detailed line-item history preserved in a custom Invoice_Line_Item__c child object.

Outlaw time entries (date, hours, rate, description, billing status) do not map to any Salesforce standard object. FlitStack creates a Time_Entry__c custom object with a lookup to Matter__c. Fields include Entry_Date__c, Hours__c, Rate__c, Description__c, and Billing_Status__c. Billable vs. non-billable flags map to a custom pick-list.

Outlaw calendar events (title, start/end datetime, attorney, event type) map to Salesforce Events. The WhoId links to the Contact (attorney/assistant); the WhatId links to Matter__c. Outlaw event types (deposition, hearing, client meeting, filing) map to Salesforce Event.Type pick-list via value mapping.

Outlaw task items containing description, due date, and assignee information map to Salesforce Tasks. The WhoId field links to the related Contact record, while the WhatId field links to Matter__c for context. Outlaw task status values like pending or completed map to Salesforce Task.Status using value mapping.

Outlaw custom fields such as Practice_Area__c, Referral_Source__c, and Conflict_Status__c require corresponding Salesforce __c custom fields on the appropriate object like Contact, Matter__c, or Account. FlitStack inventories all Outlaw custom properties during discovery, then creates matching __c fields before the migration load runs.

Outlaw user accounts (attorneys, paralegals, admin staff) are matched to Salesforce Users by email address. Unmatched Outlaw users are flagged before migration; those records either get assigned to a fallback Salesforce user or held for admin resolution before the cutover window.