Migrate from Rocket Matter to Freshsales

Rocket Matter Clients representing individual people map directly to Freshsales Contacts. The contact's name, email, phone, and address fields migrate as direct field maps. Each Contact must resolve an AccountId — organizations in Rocket Matter become Freshsales Accounts and are linked via the primary company lookup.

Rocket Matter Clients that represent law firms, corporate legal departments, or other organizations map to Freshsales Accounts. Organization name, website, industry, and employee count migrate as direct field maps. Multi-contact law firms collapse to one Account with multiple Contact records linked via AccountId.

Rocket Matter Matter is the primary case container — it holds the case name, status, practice area, responsible attorney, open date, and close date. These fields map to a Freshsales Deal with a practice-area record type. Matter status (Open/Closed/Pending) maps to Deal stage pick-list values per record type. The Matter's primary Client becomes the Deal's ContactId or links via a Deal Contact Role.

Rocket Matter Matter Custom Fields (Select List, Text, Number, Date) migrate as Freshsales custom fields on the Deal object. Select List types require value-by-value mapping against Freshsales pick-list options. If the source account is on Growth (10-field limit), Matter Custom Fields exceeding the cap require a Freshsales custom module or Product Catalog entries — we surface this in the migration plan.

Rocket Matter Client Custom Fields migrate as custom fields on the Freshsales Contact or Account object depending on whether the field tracks person-level or organization-level data. Select List options are mapped value-by-value. Note that Freshsales Growth plan limits custom fields to 10 total — we validate against your plan tier before committing the field map.

Rocket Matter time entries (hours, rate, billable flag) aggregate into Freshsales custom fields on the related Deal — Total_Billable_Hours__c and Total_Billable_Amount__c. Individual time-entry records are preserved as Notes on the Deal for audit continuity. Trust-account-related time entries are flagged in a custom text field since Freshsales has no trust accounting equivalent.

Rocket Matter expense entries (amount, category, reimbursable flag) aggregate as custom currency fields on the Deal — Total_Expenses__c and Reimbursable_Expenses__c. Individual expense line items are preserved as Notes on the Deal for billing reference. Non-reimbursable expenses are flagged separately since Freshsales does not have a native expense tracking module.

Rocket Matter documents attached to a Matter are downloaded and re-uploaded to Freshsales Files linked to the corresponding Deal. File names and descriptions are preserved. Large documents (exceeding Freshsales 25MB per-file limit) are chunked or linked via a custom URL field pointing to your document storage. Legal document merge-field templates do not transfer and must be rebuilt in Freshsales.

Rocket Matter tasks and calendar events migrate as Freshsales Tasks and Events. Original due dates, assigned attorneys, and completion status are preserved. Tasks linked to a specific Matter link to the corresponding Deal via the WhatId field. Matter phase transition tasks are preserved as completed Tasks with a note indicating the phase name.

Rocket Matter Matter Templates define phase sequences, default tasks, and automation triggers per practice area. Freshsales has no equivalent template-to-workflow import — we export the Matter Template structure as a reference document so your Freshsales admin can rebuild it as Freshsales Workflows using the template's phase definitions and task assignments as the design brief.

Rocket Matter's LEDES-compliant billing, batch invoicing, and trust accounting have no Freshsales equivalent. We preserve the last invoice date, total billed amount, and outstanding balance as custom fields on the Deal. Billing processes must be rebuilt in Freshsales CPQ add-on or maintained in a separate accounting tool — we document the existing Rocket Matter invoice data as a rebuild reference.

Rocket Matter users and attorneys are matched to Freshsales users by email address. Unmatched users are flagged with a Fallback_Owner__c custom field on their migrated records so your team can reassign after inviting them to Freshsales. Active/inactive status in Rocket Matter maps to Freshsales User Active flag.

Rocket Matter's QuickBooks Online integration syncs invoice and payment status. Since Freshsales does not natively sync with QuickBooks, we preserve invoice numbers, QuickBooks transaction IDs, and payment status as custom text fields on Deals as a reference record. Reconnecting QuickBooks requires a Freshsales-QuickBooks integration app from the Freshworks Marketplace.

Rocket Matter intake form responses are field-level data attached to a Client record at intake time. These migrate as custom fields on the Contact (for client-level intake data) and on the related Deal (for matter-level intake data). Select List intake fields require value-by-value mapping against Freshsales pick-list options.