Migrate from Rocket Matter to Microsoft Dynamics 365 Sales

Rocket Matter clients are individuals with name, email, phone, address, and custom fields. These map 1:1 to Dynamics 365 Sales Contact records. Organization-level clients map to Account records instead, with the Contact linked via Parent Account lookup. The mapping also preserves the original client ID as a custom field on the Contact for reference and future sync.

Firms that store corporate clients as organization records in Rocket Matter map to Dynamics 365 Account. The Account holds the company name, website, industry, address, and number of employees. Individual contacts under that organization link via AccountId. We also retain the original Rocket Matter organization ID as a custom field on the Account for audit trail and reconciliation.

Matter is the central work unit in Rocket Matter. It maps to Dynamics 365 Sales Opportunity — the record that represents a client engagement, tracks stages, monetary value, and owner. A custom field (Matter_Type__c or similar) preserves the Rocket Matter matter type designation inside the Opportunity.

Rocket Matter matter types (e.g., Litigation, Corporate, Family Law) have no direct Dynamics 365 equivalent. We create a custom pick-list column on the Opportunity table named Matter_Type__c and populate it from the source matter type value. Firms can filter pipelines by this field in D365 reporting.

Rocket Matter time entries are detailed billable hour records. For migration, we aggregate total billable hours and total billable amount per matter into custom Number and Currency fields on the corresponding Opportunity (e.g., Total_Billable_Hours__c, Total_Billed_Amount__c). Individual time-entry detail is preserved in a linked custom Note for attorney reference.

Rocket Matter expense entries map to a custom currency field (Total_Expenses__c) on the Opportunity. Itemized expense descriptions are stored as an Opportunity Note (annotation) so the billing narrative is accessible in D365 without requiring a separate expense table. The expense data can be reviewed by attorneys directly within the CRM interface.

Rocket Matter documents attached to matters are downloaded and re-uploaded to the SharePoint site associated with the target Dynamics 365 instance. A Note record on the Opportunity holds the SharePoint file URL so users can access documents directly from the CRM record.

Rocket Matter tasks and calendar events map to Dynamics 365 Sales Task records. The original due date, subject, and assigned user (resolved by email to D365 owner) are preserved. Recurring task patterns do not transfer — they must be rebuilt as D365 Sales workflows or Power Automate flows.

Rocket Matter invoices and trust account running balances have no native equivalent in Dynamics 365 Sales. We preserve the last known trust balance and total invoiced-to-date as read-only custom currency fields on the Opportunity for reference. Firms needing active trust accounting must implement Business Central or a legal-specific ISV solution post-migration.

Rocket Matter users are matched to Dynamics 365 Sales system users by email address. Unmatched attorneys are flagged before migration — the firm either creates a D365 user record first or assigns their records to a fallback owner. Active/inactive status is preserved in a custom Boolean field on each record.

Rocket Matter client custom fields (e.g., Referral_Source__c, Bar_Number__c) are created as custom columns on the Contact table in D365 Sales. Field type mapping: text → Single-Line Text, pick-list → Choice, date → Date Only, checkbox → Two Options. The original field label is preserved in the column display name.

Rocket Matter matter custom fields (e.g., Court_Date__c, Case_Number__c) are created as custom columns on the Opportunity table. All custom columns are added to the relevant form in D365 Sales so attorneys see the data in context when opening a matter-opportunity.

Rocket Matter matter status values (Active, Pending, Closed, On Hold) map to D365 Opportunity State (Open/Won/Lost) and StatusCode pick-list values. We generate a value-mapping table during the planning phase so each status label routes to the correct D365 state before migration executes.

Rocket Matter billing arrangements (hourly rate, flat fee, contingency) are stored as custom Choice and Currency fields on the Opportunity. The rate or fee amount maps to a currency field so the financial terms of each matter are visible in D365 without opening Rocket Matter records.