Migrate from The Legal Assistant to Freshsales

The Legal Assistant matter becomes a Freshsales Deal. We preserve the matter number, case name, practice area (mapped to a custom pick-list field), open/closed status, and original create date. The matter description migrates to the Deal's description field. Owner assignment uses email matching against Freshsales users.

The Legal Assistant client record maps to a Freshsales Contact. Standard fields (name, email, phone, address) map directly. If the client is a corporate entity, we also create an Account in Freshsales and link the Contact to it via the Account lookup. Multiple matter associations per client collapse to the primary Deal for each practice area.

When The Legal Assistant stores an organization as a client rather than an individual, we map to a Freshsales Account. Account.Name, industry, employee count, annual revenue, and website migrate directly. Billing address and shipping address become custom fields on the Account if required.

The Legal Assistant user accounts resolve to Freshsales users via email matching. If a user email has no corresponding Freshsales account, the record lands on a designated fallback owner, and we surface the unmatched user for your admin to invite. Role and permission mapping is out of scope and must be configured in Freshsales Admin Settings.

The Legal Assistant time entries (date, duration, description, fee amount) have no native Freshsales equivalent. We create custom number and date/time fields on the Deal object—Time_Entries__c, Billing_Rate__c, Total_Billed__c—and populate them from the source records. Recalculation logic for billing summaries is not included; your team recreates those reports in Freshsales.

The Legal Assistant calendar entries map to Freshsales Events (for scheduled appointments with start/end times) and Tasks (for deadline reminders and to-dos). We preserve the original date/time, event type, location, and description. Statute-of-limitation alerts require rebuilding as Freshsales Tasks with reminder rules in your Admin Settings.

The Legal Assistant documents and file attachments re-upload to Freshsales Notes and Files. Large files are chunked to stay within Freshsales storage limits (25MB per file). Template-based documents (letterhead, digital signature) are preserved as attachments only; the template functionality must be rebuilt in your document toolchain post-migration.

The Legal Assistant invoice records (invoice number, date, line items, amount, status) map to custom fields on the Deal in Freshsales. For complex invoice histories, we can create a separate custom module (Enterprise plan required) linked to the Deal via a lookup field. Invoice PDF attachments migrate as files on the Deal.

Each practice-area-specific custom field in The Legal Assistant (e.g., Court_Division__c for Criminal, Custody_Type__c for Family) maps to a Freshsales custom field on the Deal. Field types (pick-list, text, number, date) are preserved. Freshsales supports 630 custom fields across 20 modules on Enterprise; plans below Enterprise get standard custom fields only.

The Legal Assistant case tags and labels migrate to Freshsales Tags on the Deal. Tags are flat in Freshsales (no hierarchy), so multi-level labels are flattened into a single tag string. Your admin can reassign tags in Freshsales after migration.

The Legal Assistant automations (task alerts, email triggers, deadline reminders) do not have a Freshsales equivalent that FlitStack can carry over. We export the automation definitions as a reference JSON so your Freshsales admin can rebuild them in Freshsales Workflows (Admin Settings > Workflows) after migration.

Reports and dashboards in The Legal Assistant are not migrated. The underlying data (matters, contacts, time entries) is in Freshsales, so your team can build new reports using Freshsales's built-in reporting and the curated reports available on Pro and Enterprise plans.