Migrate from PCLaw(r) to Twenty CRM

PCLaw clients map directly to Twenty People records. The primary contact name, email, phone, address, and job title transfer as standard Twenty People fields. Original client IDs are preserved as a custom field (pclaw_client_id__c) for delta-run deduplication and audit reference.

PCLaw clients that represent organizations (as opposed to individual matters) map to Twenty Companies records. Company name, address, phone, and industry fields transfer directly. For solo practitioners, the attorney's name may be stored as both a People record and a Company record representing the firm.

PCLaw matters require a custom Matter object in Twenty since Twenty's standard Opportunity object is sales-pipeline-specific and not suited for legal case management. The custom Matter object includes fields for matter number, case type, status, responsible attorney, open date, and a relation to the client People record. This custom object must be created in Settings → Data Model before import.

PCLaw time entries map to Twenty Tasks linked to the associated Matter record when a custom Matter object is used. Each Task captures the work description, date, duration (hours), billing rate, and billable status. Non-billable administrative time maps to Tasks with a non-billable flag field. Original time entry IDs preserved as a custom field.

PCLaw billing records (invoices, payments, adjustments) migrate as a custom BillingRecord object linked to the Matter. Fields include invoice number, date, amount, status (sent/paid/adjusted), payment date, and payment method. Detailed line items from invoices map to a related BillingLineItem child object if the source data supports it.

PCLaw trust account transactions (deposits, withdrawals, transfers, retainers) migrate as a custom TrustAccount object linked to the Matter and Client. Each transaction captures the trust account identifier, transaction type, amount, date, balance after transaction, and regulatory reference (IOLTA compliance notes). Balance-forward reconciliation is validated against the source trial balance before and after migration.

PCLaw documents and file attachments associated with matters migrate as Twenty Notes records with file references. Large files may be re-uploaded to the firm's chosen document storage (SharePoint, Google Drive) and referenced via URL in the Note body. The Note is linked to the corresponding Matter and Client records. Inline images and PDFs are preserved and re-hosted at the destination URL.

PCLaw calendar appointments map to Twenty Tasks with due dates, assignees, and the associated Matter or Client as the parent record. Meeting or hearing dates transfer with original timestamps preserved as a custom datetime field (original_event_date__c). Outlook or Google Calendar integration set up post-migration can replace the native PCLaw calendar.

PCLaw custom fields defined per matter type are mapped to Twenty custom fields on the Matter object or on People/Companies depending on scope. Each custom field type (text, number, date, pick-list) maps to the equivalent Twenty field type. Pick-list values require value-by-value mapping if the source and destination pick-list sets differ. All destination custom fields must be created before import runs.

PCLaw staff members (attorneys, paralegals, billing staff) map to Twenty Workspace Members. Resolution happens by email match — the staff member's email address in PCLaw is matched against invited Twenty users. Unmatched staff records are flagged before migration. Owner assignments on matters, time entries, and billing records are updated to the resolved Workspace Member.