Migrate from Practice Master Pro to Twenty CRM

Practice Master Pro's Matter (client file) maps to Twenty's Company object. The matter name becomes Company.name, the primary attorney contact is linked via the relation field. Multi-attorney matters are represented as multiple relation entries after the primary company record is created.

Each CMRELATE contact record maps to a Twenty People record. The contact's linked Matter (CMCLIENT reference) becomes the Company relation in Twenty via companyId. Primary vs. secondary contact status is preserved as a custom pick-list field. This mapping maintains attorney-client relationships and the correct hierarchy for case assignments.

Billable hours from CMFEES map to a custom Billable_Hours__c object linked to the People (attorney) and Company (matter) records. Fields include date, duration_in_hours, billing_rate, and description. If Twenty's Task object is used, billable hours are stored as custom number fields.

Practice Master Pro's cost/expense records require a custom Expenses__c object in Twenty with fields for expense_date, amount, category, matter_reference, and description. The custom object is linked to the Company (matter) record. This preserves full expense tracking by matter for billing reconciliation and cost allocation across practice areas.

Calendar entries map to Twenty Tasks with due_date from CMCALENDAR.start_time, assignee from the attorney contact, and description from the event note. All-day events are stored with no time component; appointments preserve original start and end timestamps. Your complete calendar history including hearings, deadlines, and meetings is preserved in Twenty's task system.

Practice Master Pro journal entries migrate as Twenty Notes attached to the relevant People or Company record. Original entry date is preserved. Rich-text formatting is flattened to plain text where the source format is not compatible. Attorney notes, case observations, and client communications are all transferred for reference.

Practice Master Pro trust-account ledger totals per matter are stored as a read-only custom currency field (Trust_Balance__c) on the Company record. This field is for reference only — Twenty has no native trust-accounting engine. The balance snapshot provides compliance continuity even though ongoing trust accounting must be handled separately.

Each attorney's billing rate from Practice Master Pro's rate table is stored as a custom number field (Billing_Rate__c) on the People record in Twenty. Used to calculate time-entry billable amounts during reporting. This maintains consistent billing across your practice by preserving each attorney's standard rate for invoice generation.

Practice Master Pro matter status codes map to a custom pick-list field (Matter_Status__c) on the Company object with values: Open, Closed, On_Hold, Pending. Status is mapped value-by-value based on the source status code. This preserves your workflow stages and ensures pipeline reporting reflects the same status definitions as Practice Master Pro.

Any Practice Master Pro custom fields defined on the Matter record are created as matching custom fields on Twenty's Company object before import. Field types are matched as closely as possible: text to text, number to number, date to date.

Practice Master Pro's responsible-attorney field resolves to a Twenty People record with a workspaceMember relation. If the attorney does not have a Twenty account, they are invited before migration so the relation resolves at import time. This ensures attorney assignments and matter ownership are correctly tracked in Twenty's role-based access system.

Practice Master Pro document attachments (linked files on a matter) do not migrate via Twenty's standard CSV import. We export the file list and re-upload to Twenty's file storage, linking each file to the relevant Company or People record. Case files, correspondence, and exhibits are preserved within the appropriate matter context in Twenty's document management.