Migrate from PCLaw(r) to HighLevel

PCLaw client records (name, email, phone, address, company) map directly to HighLevel Contact records. PCLaw clients with multiple matters generate one Contact record in HighLevel; all matter metadata attaches as custom fields on the Contact or as related custom-object records. Source PCLaw client IDs are preserved as a custom field for traceability and future delta-run de-duplication against the live system.

PCLaw's primary client address maps to HighLevel's built-in address fields (street, city, state, postal code, country). Additional addresses beyond the primary are stored in custom address fields on the Contact record or as related Contact Address entries. All address data transfers with original formatting intact for mailing and billing purposes.

PCLaw matters have no HighLevel native equivalent — they are legal cases or projects with a status, responsible attorney, client reference, and financial totals. We create a Legal Matter custom object in HighLevel with fields for matter number, status, practice area, responsible attorney, open date, and close date.

For firms that track matter revenue or expected fees as financial targets, matters can be modeled as Opportunities in a Legal Services pipeline. Each matter becomes an Opportunity with the client as the Account, the matter number as the Opportunity Name, and the estimated fee as the Amount field.

PCLaw invoices with line items, totals, payment status, and AR aging map to a Billing Record custom object in HighLevel. Invoice number, total amount, balance due, payment date, and payment method are stored as custom fields. This object links to the related Legal Matter custom object.

PCLaw time entries (date, attorney, hours, rate, description) are merged into the Billing Record custom object alongside bill records. Each time entry becomes a line item record related to the parent Billing Record and the Legal Matter, preserving the billable-hour narrative.

PCLaw IOLTA trust accounts (account number, bank name, type, current balance) have no HighLevel native equivalent. We create a Trust Account custom object with fields for account name, account number, bank, account type (IOLTA/Operating/Escrow), and current balance. Trust transactions (deposits, withdrawals, transfers) are stored as a separate Trust Transaction custom object linked to the Trust Account.

Each trust ledger entry (date, type, amount, matter reference, description, running balance) maps to a Trust Transaction record linked to the Trust Account custom object. Original transaction dates, matter associations, and the running balance after each entry are preserved as custom datetime, lookup, and currency fields for full audit-trail reconstruction and IOLTA compliance reference.

PCLaw calendar entries (date, time, duration, description, attendee/matter link) map to HighLevel Appointments. The appointment title references the related Matter or Contact, and original start and end times, duration, and attendee information are preserved in the appointment record. All scheduled events transfer with their original datetime stamps intact.

PCLaw tasks (subject, due date, assignee, status, matter link) map to HighLevel Tasks. Task assignments resolve by email match against existing HighLevel users. Open tasks import as open; completed tasks import with their completion status and date preserved. Tasks without a resolvable assignee are flagged for manual assignment during the post-migration review.

PCLaw notes attached to matters or clients map to HighLevel Notes. The note body text and original create date transfer directly into HighLevel. Each note is linked to the related Contact record or to the Legal Matter custom object, preserving the original association context within the new CRM structure.

PCLaw documents stored in SharePoint, C-Tree file folders, or SQL BLOB storage must be exported and re-uploaded to HighLevel's Files system. We provide a file manifest and bulk-upload instructions. Documents retain their matter association via folder naming conventions or a custom field on the HighLevel file record.

PCLaw user and attorney records map to HighLevel Users by email match. PCLaw user roles (Attorney, Paralegal, Admin) become HighLevel user roles and team assignments. If a PCLaw user has no email, we flag them for manual HighLevel user creation before migration.

PCLaw expense entries (date, amount, category, matter reference, description) merge into the Billing Record custom object as expense line items alongside time entries and bills, keeping all financial activity per matter in one place.

PCLaw supports user-defined custom fields per matter or client (practice area classifications, court jurisdictions, statute of limitations dates, etc.). Each custom field is evaluated during discovery: if it applies to a Contact, it becomes a HighLevel Contact custom field; if it applies to a Matter, it becomes a Legal Matter custom object field. Field type mapping (date, number, text, pick-list) is preserved during migration to maintain data integrity and downstream reporting accuracy.