Migrate from The Case File to Nutshell

The Case File clients and named parties map directly to Nutshell People records. Nutshell stores name, email, phone, title, and address as standard fields. Parties without email addresses are migrated with available contact fields and flagged for data enrichment review.

Organizations named as opposing parties, insurance carriers, or corporate defendants in The Case File map to Nutshell Companies. Nutshell's Company object stores name, domain, industry, employee count, and annual revenue. Carrier-specific data (policy numbers, coverage limits) migrates as custom fields on the Company record.

The Case File matter records map to Nutshell Deals, which represent client engagements or matters open in the system. Matter number becomes a custom field (Original_Matter_Number__c) for reference. Matter stage (Intake, Active, Pending, Closed) maps to a custom pick-list field mapped to Nutshell pipeline stages.

The Case File matter status values (e.g., Active, Discovery, Mediation, Trial, Closed) require explicit value-by-value mapping to Nutshell pipeline stage names. The mapping is configured before migration so each matter lands in the correct pipeline column in Nutshell's Board or List view.

Attorneys and staff assigned to matters in The Case File are resolved by email match against existing Nutshell users. Unmatched users are flagged before migration; firms either create Nutshell accounts for them or assign their records to a fallback owner. Owner resolution is validated before any record is written.

Court dates, filing deadlines, deposition schedules, and attorney notes from The Case File map to Nutshell Activities. Events with a start/end time map to Nutshell Events; discrete action items map to Tasks. Original timestamps and assigned attorneys are preserved on each activity record.

Documents attached to The Case File matters are re-uploaded as Nutshell Files and attached to the corresponding Person or Deal record. Files over Nutshell's 25MB per-file limit are flagged for pre-split before migration. Nutshell Files support PDF, DOCX, XLSX, and image formats by default.

Time entries and billing records tied to The Case File matters cannot migrate to Nutshell because Nutshell lacks native billing or time-tracking objects. These records should be exported as a separate report and archived in a document storage system, or handled by a dedicated billing tool post-migration.

Practice-area-specific fields on The Case File matters (e.g., statute of limitations, jurisdiction, expert witness names, settlement range) have no direct Nutshell equivalent. These migrate as custom fields on the Deal record, created in Nutshell before the migration run. The firm identifies field types during scoping so Nutshell custom field schemas are ready before data lands.

Conflict check records and conflict flags in The Case File are not migratable to Nutshell. Nutshell has no native conflict-check mechanism; firms should run a conflict check in Nutshell before importing and consider a dedicated legal ethics compliance tool for ongoing conflict management.

Case notes and attorney communications logged in The Case File map to Nutshell Tasks with a note body containing the original text. Timestamps and author attribution are preserved. Long notes are truncated if they exceed Nutshell's note field length limits — flagged in the sample migration diff.

Medical record references, evidence identifiers, and exhibit lists on personal-injury or litigation matters migrate as long-text custom fields on the corresponding Deal record. The original text is preserved verbatim; Nutshell's long-text area field type accommodates entries up to 32,768 characters, which is sufficient for most medical records and evidence references. Any references to external document IDs are preserved as linked text for traceability.