Migrate from Outlaw Practice to Twenty CRM

Outlaw Practice clients map directly to Twenty People records. The full name splits into firstName and lastName; any middle name or suffix appends to the lastName token. Email, phone, and primary address fields map one‑to‑one to Twenty’s fields. Additional address lines and job title are stored in custom fields when present. The primary matter identifier is recorded and linked to the related Opportunity via companyId, preserving matter associations after import.

When Outlaw Practice clients represent law firms or corporate legal departments, the organization name maps to Twenty Companies. Industry and employee count fields migrate as custom selects. The Company record is created first so People records can reference it via companyId during import.

Outlaw Practice matters map to Twenty Opportunities, acting as the deal‑level record. The matter name becomes the Opportunity name, and matter status (active, pending, closed, archived) translates to an Opportunity stage. Expected value or billing amount populates the Amount field. The responsible attorney is linked via userId using email resolution, and matter‑type classification is stored in a select field. The opening date is preserved as a datetime field for auditability.

Billable hours logged in Outlaw Practice migrate as Twenty Tasks with a linked Opportunity. Hours and billable amount map to custom number fields on the Task. Original entry date and attorney owner are preserved. Non-billable entries also migrate as Tasks with a no-charge flag.

Outlaw Practice documents attached to matters migrate as Twenty Notes linked to the Opportunity. The document name becomes the Note title, and its type (contract, pleading, correspondence) is stored in a custom select field. File attachments are re‑uploaded to Twenty’s storage and linked to the Note. E‑signature status (sent, viewed, signed, declined) is captured in a custom select field, with the signing URL saved in a URL field for re‑triggering.

Outlaw Practice invoices have no native equivalent in Twenty CRM. We create a Billing Record custom object in Twenty with fields for invoice number, amount, status, and client link. Invoice line items map to a related custom object. This is documented setup your admin performs before the migration run.

Trust accounting records from Outlaw Practice require a custom Trust Account Entry object in Twenty — with fields for transaction type (deposit, withdrawal, transfer), amount, date, client link, and running balance. Outlaw's trust ledger is preserved as a CSV import to this custom object.

Hearing dates, filing deadlines, and statute-of-limitations events from Outlaw Practice migrate as a Court Date custom object in Twenty with fields for event type, court name, judge, date, and associated Matter link. Deadline alerts require rebuilding as Twenty workflow triggers.

Outlaw Practice workflows and automation rules (case step triggers, deadline alerts, document generation) do not migrate to Twenty. We export your workflow definitions as a structured reference document so your Twenty admin can rebuild them in Twenty's workflow builder (Settings → Workflows).

Outlaw Practice custom fields on clients, matters, and documents map to Twenty custom fields created in Settings → Data Model before import. Field types are matched: text to text, pick-list to select, number to number, date to date. Multi-select Outlaw fields map to Twenty multi-select fields.

Outlaw Practice users and attorneys resolve to Twenty workspace members by email match. Each user must accept a Twenty invitation before the migration runs so their email exists in Twenty's Members list — otherwise records default to the admin owner.

Outlaw Practice's native e-signature status for each document (sent, viewed, signed, declined) migrates as a custom select field on the Twenty Note. The signing link itself is preserved as a URL field so your team can re-trigger signing if needed.