Migrate your The Legal Assistant data

The Legal Assistant uses 'Cases' internally but the platform documentation refers to them as matters. We map these to the destination's equivalent (Matters, Cases, or Matters/Claims) and preserve case status, assigned attorney, practice-area tags, and statute-of-limitation dates where present.

Client records are central to the data model. We extract client names, contact information, addresses, and associated matter IDs. No separate Companies/Accounts object exists; client data is flat with matter links stored at the case level.

The Legal Assistant stores documents per matter including templates, letters, and uploaded files. We export document content, file names, and association to the parent matter. Letterhead and digital signature customizations are metadata flags that we preserve.

Time tracked against a matter is accumulated automatically by the platform for billing purposes. We export time entry records with date, duration, description, and billing rate or flat fee flag. Entries are linked to the parent matter.

Invoices and statements can be generated with one click from accumulated charges. We export invoice records with line items, totals, status, and payment history. Outstanding balances and historical payments are preserved.

The platform provides office and personal calendars with automated reminders for court dates and deadlines. We export calendar events with date, time, associated matter, and reminder settings. Statute-of-limitation alerts are treated as a special event type.

Interoffice messaging and to-do lists are managed within the platform per matter or firm-wide. We export tasks with status, assignee, due date, and parent matter where applicable.

Contact records include client names, phone numbers, email addresses, and notes. We export these as standard flat contact records with no separate sub-object hierarchy. The records link to parent matter records.

User accounts represent attorneys, paralegals, and staff. We export user names, roles, and login information. Billing is tied to user count, so we flag the number of active users as a migration scope factor.

Prewritten letter and document templates are stored per matter type or firm-wide. We export template content, field placeholders, and letterhead associations. Custom formatting and signature blocks are preserved as style metadata.

Automated alerts include statute-of-limitation warnings, court date reminders, and client birthday emails. We export alert rules with trigger conditions and associated matter or contact. Active vs. inactive alert status is preserved.