Migrate from Practice Master Pro to HubSpot

Each Practice Master Pro matter becomes a HubSpot deal. The matter name maps to deal name; billing amount maps to deal Amount. Matter status (active/closed/archived) maps to deal stage. Practice Master Pro matter create date is preserved as a custom datetime field since HubSpot's deal CreateDate reflects migration time.

Contacts migrate directly to HubSpot contacts. Practice Master Pro stores contact name, email, phone, role (Attorney, Client, Paralegal, etc.), and matter associations. Role labels are preserved as custom pick-list properties on the contact-deal association in HubSpot. If your Practice Master Pro configuration includes additional role types beyond the standard set, we capture those as separate pick-list values to preserve the full spectrum of contact responsibilities per matter.

Practice Master Pro's client record contains organization name, address, and billing information. This becomes a HubSpot company record. Client-level billing addresses map to the company address fields; individual matter contacts link to this company. If multiple practice areas use distinct billing addresses, we preserve each as a separate company address line and link it to the relevant matter contacts for accurate invoice routing.

Practice Master Pro journal entries (notes logged against matters) migrate as HubSpot notes. Original timestamps and author information are preserved. Notes are associated to the relevant deal and contact by matter ID cross-reference. If a journal entry contains attachments or embedded references, we store those as linked files in HubSpot's file manager and attach them to the note for complete context.

Calendar events from Practice Master Pro map to HubSpot meetings (for scheduled appointments) and tasks (for to-dos). Original start/end times, attendees, and matter associations are preserved. Events without times become tasks linked to the relevant deal. When a calendar event includes a location or conference URL, we populate the HubSpot meeting location field so participants can join directly from the HubSpot record.

Expense records track case-related costs (filing fees, courier charges, etc.) with cost codes and billing flags. We map these to HubSpot deal line items or custom number fields depending on whether the firm bills expenses to clients. Cost codes are preserved as custom pick-list values for reconciliation.

Time entries with fee codes, hours, rates, and billing status become HubSpot deal line items or custom number fields. The total billed amount per matter maps to deal Amount. Detailed hour-level tracking (per attorney, per task) is preserved as custom fields for billing audits.

Practice Master Pro roles (Attorney of Record, Paralegal, Client Representative, etc.) have no direct HubSpot equivalent. We map role labels to a custom pick-list property on the deal-contact association. The role list is reviewed with your team — collapsing or preserving per role depends on your HubSpot workflow requirements.

Practice Master Pro assigns attorneys and staff to matters. Owner resolution in HubSpot happens by email match against HubSpot users. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts or assigns records to a fallback owner.

Practice Master Pro's conflict-of-interest check history has no HubSpot equivalent. We preserve the last conflict-check date and result as a custom field on the company record for reference, but the automated conflict-check logic must be rebuilt in HubSpot using workflows or a third-party legal-tech tool.