Migrate from The Attorney Case File to Twenty CRM

The Attorney Case File clients map directly to Twenty People records. Email, phone, address, and job title fields transfer as-is. The primary attorney assignment in The Attorney Case File becomes a relation field pointing to the attorney user in Twenty's workspace.

Corporate clients and law firm organizations map cleanly to Twenty Companies. Company name, domain, industry classification, and employee count fields migrate directly without transformation. Multi-contact relationships that exist in The Attorney Case File collapse to the primary contact link in Twenty's standard data model, requiring manual linking for secondary contacts.

Cases translate to Twenty Opportunities using a practice-area or matter-type field as the pipeline stage source. Case number becomes a custom text field (Case_Number__c) on the Opportunity record for reference. Closed-won and closed-lost statuses from The Attorney Case File map appropriately to Twenty's resolved stage values to maintain workflow continuity.

The Attorney Case File's status values including Active, Pending, Closed, and On Hold map one-to-one to corresponding Twenty Opportunity stage values. We carefully preserve the original status-changed timestamp as a custom datetime field on the record for reporting continuity and historical tracking purposes.

Billable hours do not have a native Twenty equivalent. We create a custom object (Time_Entry__c) linked to the Case Opportunity with fields for date, hours, rate, description, and billing status. Invoice generation requires rebuilding in Twenty or a connected accounting tool.

Court dates and filing deadlines migrate as Twenty Tasks with the original due date preserved and the case Opportunity linked as the parent record. Reminder settings reset to Twenty defaults — The Attorney Case File's custom reminder triggers do not carry over.

Documents attached to cases in The Attorney Case File are downloaded and re-uploaded to Twenty as file attachments on the associated Opportunity record. Inline document links are replaced with Twenty's native attachment references. Version control history is not preserved through this process — only the latest current version migrates over to Twenty's attachment system.

Free-form notes from case files migrate as Twenty Notes attached to the related People or Opportunity record. Original timestamps and author attributions are preserved in the Note record metadata. We maintain the full text content and associate each note with its parent record for complete case context accessibility.

Any custom properties on cases in The Attorney Case File — practice area codes, referral source, conflict check status — migrate as Twenty custom fields on the Opportunity object. We create these before migration and map values by type (text, number, select, date).

Attorneys and staff from The Attorney Case File resolve by email against Twenty workspace members. Unmatched users are flagged before migration — the team either creates their Twenty account or assigns records to a fallback user. Historical owner attribution is preserved on migrated records.

The Attorney Case File's workflow rules for case status triggers, deadline reminders, and document generation templates are not transferable due to platform-specific logic. We export workflow definitions as a structured JSON reference file listing all triggers, conditions, actions, and field dependencies for manual recreation in Twenty's workflow builder by your administrator.

The client workbook aggregates case context, billing notes, and client preferences in The Attorney Case File. We strategically split this into a Note attached to the People record plus custom fields on the linked Opportunity records, preserving structured data that fits Twenty's relational model while maintaining accessibility to all historical client information.