Migrate from Rocket Matter to HubSpot

Rocket Matter Clients map 1:1 to HubSpot Contacts. The client's name splits into HubSpot firstname and lastname fields; the primary email address maps to HubSpot's Email property. For corporate clients with a separate Billing Contact, FlitStack AI creates a primary Contact and an associated Company record.

Rocket Matter clients that represent law firms or corporate entities split into both a HubSpot Company record (for the organization) and a Contact record (for the individual attorney or billing contact). The Company carries the organization's name and industry set to 'Legal Services' by default; the Contact links to it via the Company Association field.

Rocket Matter Matters map to HubSpot Deals. The Matter Name becomes the Deal Name; the matter's financial value (if hourly or flat-fee) maps to the Deal Amount. Matter status (Open, Pending, Closed, On Hold) maps to HubSpot Deal Stage values — FlitStack AI creates a HubSpot pipeline named 'Legal Matters' and configures stage labels to match the source status labels.

Matters classified as litigation, case, or dispute matters in Rocket Matter optionally map to HubSpot Tickets rather than Deals if the firm prefers a service-desk view. This requires a custom matter-type field in HubSpot (Matter_Type__c) to distinguish which matters land as Deals vs. Tickets. The mapping decision is made during the discovery phase before migration runs.

Rocket Matter Tasks migrate as HubSpot Tasks. Original create dates are preserved as a custom field (Task_Original_Created__c) since HubSpot sets CreatedDate at migration time. Task status (complete/incomplete) maps to HubSpot's Task status field; overdue flag is preserved as a checkbox property.

Rocket Matter calendar Events migrate as HubSpot Meetings. Start time, end time, title, description, and location are transferred; the associated Contact or Matter link is preserved so the meeting appears in the correct record. The event owner resolves by email match against HubSpot users, and any attendees are linked by their HubSpot Contact IDs when available. Time zones are normalized to UTC in HubSpot to ensure consistent scheduling across regions.

Rocket Matter Notes migrate as HubSpot Notes. Rich-text formatting is preserved; notes are linked to the parent Contact or Matter record in HubSpot. Internal-only notes (flagged in Rocket Matter) are migrated with an 'Internal' label property so your team can review the flag in HubSpot.

Rocket Matter invoices and payments have no direct HubSpot equivalent. FlitStack AI creates Deal Line Items on the associated Matter-Deal record for each invoice line and payment, with type (Invoice/Payment), amount, date, and status. The total billed amount and balance due reflect in the Deal Amount for reconciliation.

HubSpot has no trust-accounting module. Rocket Matter trust ledger entries (deposits, withdrawals, retainers) are summarized as custom properties on the Contact (Trust_Balance__c) and as a historical reference list attached to the Matter-Deal record. Firms requiring full LEDES-compliant trust accounting should plan a separate accounting tool alongside HubSpot.

Rocket Matter client-level custom fields (Practice_Area__c, Referral_Source__c, etc.) map 1:1 to HubSpot Contact Properties. Select-list values are mapped value‑by‑value, preserving the label; multi‑select pick‑lists become HubSpot multi‑checkbox properties with each option as a choice. Date fields convert to HubSpot date properties, and checkbox fields become HubSpot booleans. The property label and any help text from Rocket Matter are recreated in HubSpot to maintain field semantics for your team.

Rocket Matter matter-level custom fields (Opposing_Counsel__c, Court_Department__c, etc.) map to HubSpot Deal Properties with type-aware transformation logic. Text and number fields transfer as HubSpot text or number properties; date fields become HubSpot date properties; checkbox fields become HubSpot booleans. Multi‑select pick‑lists in Rocket Matter convert to HubSpot multi‑checkbox properties, preserving. The property label, description, and order from Rocket Matter are recreated in HubSpot so the deal record mirrors schema.

Rocket Matter file attachments on matters (contracts, pleadings, correspondence) download and re-upload to HubSpot Files attached to the corresponding Contact or Deal record. Inline document links from NetDocuments, Dropbox, or Box break at migration — FlitStack AI flags them for manual relinking.