Migrate from Practice Master Pro to Freshsales

Practice Master Pro's client-matter record (CMCLIENT) represents the primary business entity — the client firm or individual receiving services. We map this to Freshsales Account as the company-level record, preserving the client name, address, and contact information. Matter description and status migrate as custom fields on the Account since Freshsales Accounts do not natively support matter-tracking metadata.

CMRELATE stores person-level contacts associated with a client matter. We map these to Freshsales Contacts, linking each Contact to its parent Account via AccountId. When a matter has multiple associated contacts, all route to the same Account with individual Contact records. Unassigned contacts (no primary matter) attach to a default Account or are flagged for manual review before migration.

Each Practice Master Pro matter represents a billable project or case for a client. We map matters to Freshsales Deals (internal name: Opportunity) because Deals represent trackable revenue-generating engagements. Matter status (active, closed, pending) maps to Freshsales Deal stage values. Billing amount from Practice Master Pro's fee structure maps to Deal Amount. The Deal is linked to the Account representing the client.

Practice Master Pro time entries contain work performed: date, duration, billable hours, rate, and description. We map these to Freshsales Tasks with Type='Time Entry' and custom fields for billable hours and hourly rate. Original entry timestamps and owner (attorney/staff) are preserved. High-volume time-entry sets may be aggregated by matter to reduce record count — your team decides the aggregation threshold before migration.

Practice Master Pro expenses (disbursements, costs) track non-labor charges against a matter. We map expenses to Freshsales Tasks with Type='Expense' and preserve amount, category, and date as custom fields on the parent Deal. If expense records number in the thousands per matter, we recommend collapsing them to a summary record to avoid Freshsales API rate-limit issues during bulk import.

Practice Master Pro journal entries (CMJRNL) capture narrative notes, communication logs, and billing adjustments. We map these to Freshsales Notes attached to the parent Account or Contact record. Original journal timestamps and author information are preserved. Rich-text formatting in journal entries is converted to plain text or Markdown to match Freshsales Note field constraints.

Practice Master Pro calendar events include appointments, court dates, deadlines, and reminders tied to matters. We map these to Freshsales Events with original start/end times, subject, and description preserved. Each Event is linked to the Account and Contact representing the matter's client. Recurring event patterns in Practice Master Pro are flagged — Freshsales Events do not support native recurrence, so recurring items become individual Event records.

Practice Master Pro allows user-defined fields per module. Any custom fields present in your CMCLIENT, CMRELATE, or CMFEES exports become Freshsales custom fields on the corresponding object. Custom field creation in Freshsales requires a paid plan (Growth or above). We deliver a field-creation manifest before migration so your Freshsales admin can pre-create fields or delegate to our team.

Practice Master Pro staff records (attorney, paralegal, billing contact) do not have a direct API export — they are inferred from time-entry owner fields. We match staff names and email addresses against Freshsales Users by email. Unmatched owners are flagged before migration. Your team either creates Freshsales User accounts first or assigns records to a fallback owner during migration.

Practice Master Pro's trust-accounting and client ledger functionality has no Freshsales equivalent — Freshsales is not a financial or accounting system. We preserve trust-account balances as a custom field on the Account record for historical reference, but we do not migrate ledgers, reconciliation records, or trust-account rules. Your accounting team should maintain Practice Master Pro for trust-accounting or migrate to a dedicated tool like Clio, LawPay, or FreshBooks.