Migrate from The Attorney Case File to Pipedrive

The Attorney Case File client records map directly to Pipedrive Organizations. Primary address, phone, website, and industry fields migrate as direct matches. Client IDs are preserved as a custom field for traceability, and the original create timestamp is stored to support delta-run de-duplication and historical reporting.

Attorney and party contacts on matters map to Pipedrive Persons linked to the Organization. Name, email, phone, and job title fields migrate directly. Multiple contacts per client organization resolve to one primary Person link plus additional Person records with shared OrganizationId.

Matter records become Pipedrive Deals. Matter name maps to Deal title, estimated value maps to Deal value, and status maps to Pipedrive stage. Court venue, case type, opposing counsel, and statute-of-limitations data migrate as custom fields on the Deal. Primary attorney owner resolves by email match to Pipedrive user.

Legal matter statuses (Filed, Discovery, Mediation, Trial, Closed) map to Pipedrive stage names by value. We create Pipedrive stages that mirror the firm's workflow and assign probability weights per stage. Stage-transition timestamps from The Attorney Case File are preserved as custom datetime fields for reporting continuity.

Court dates, filing deadlines, and attorney tasks map to Pipedrive Activities of type 'Task' with the original due date preserved. Activity owner resolves by email match. Tasks linked to a specific matter connect to the corresponding Deal via the activity's deal_id field.

Case notes in The Attorney Case File map to Pipedrive Activities of type 'Note'. The note content becomes the activity subject and body text. Original create date and author owner are preserved. Notes linked to a matter attach to the corresponding Deal.

Documents attached to matters are uploaded as Pipedrive file attachments linked to the corresponding Deal or Person. File size limits (Pipedrive caps at 100MB per file) apply; files exceeding this threshold are flagged for chunked upload or alternative storage. File naming conventions and original upload dates are preserved.

Billing timers and invoice records in The Attorney Case File have no direct Pipedrive equivalent. We preserve billing totals and last-timer values as read-only custom fields on the Deal for reference, but time-entry and invoicing must be rebuilt using Pipedrive's integration marketplace or a dedicated legal billing tool.

Any custom fields defined in The Attorney Case File (court venue, opposing counsel, lead judge, case number) require corresponding custom fields to be created in Pipedrive before migration. We deliver a field-creation checklist as part of the pre-migration plan so the schema is ready before data lands.

Workflows, sequence triggers, and automated status-change rules in The Attorney Case File have no Pipedrive equivalent. We export workflow definitions as a JSON reference document so your Pipedrive admin can rebuild automations using Pipedrive's Automation builder or the Automations API.

The Attorney Case File user records resolve to Pipedrive users by email address. Unmatched users are flagged before migration; your team either creates Pipedrive user accounts first or assigns records to a fallback user. User roles and permissions are not migrated and must be configured in Pipedrive's permission settings.