Migrate from The Legal Assistant to Pipedrive

The Legal Assistant stores client records with firm-level contact data. These split into Pipedrive: Organization records hold the firm/company name, and Person records hold individual contact details (name, email, phone, address) linked to the Organization. The firm's primary billing contact becomes the primary Person linked to the Organization.

Each Legal Assistant matter maps directly to a Pipedrive Deal. The matter name becomes the Deal title, the client association maps to the linked Organization/Person, and matter-specific attributes (practice area, case status, statute of limitations, responsible attorney) migrate as custom fields on the Deal. The original matter number is preserved in a custom field for traceability.

Legal Assistant attorney assignments map to Pipedrive Deal Owners. Owner resolution happens by email match — each Legal Assistant user record is matched against Pipedrive users by email address. Unmatched attorneys are flagged before migration so the firm can create Pipedrive users or assign records to a fallback owner.

The Legal Assistant tracks statute of limitations with 30-day automated email alerts. Pipedrive has no native equivalent — we create a custom date field (Statute_of_Limitations__c) on Deals and preserve the original date value. Deadline tracking and alert logic must be rebuilt using Pipedrive's task due-date reminders or an automation tool.

The Legal Assistant runs separate modules for personal injury, criminal, family law, and other practice areas. Pipedrive has no practice-area concept — we create a custom picklist field (Practice_Area__c) on Deals and map each module's identifier to the corresponding picklist value. This preserves the firm's case categorization across the migration.

Legal Assistant stores court name, judge, opposing counsel, and venue details per matter. These map to Pipedrive custom text fields (Court_Name__c, Opposing_Counsel__c, Judge__c) on the Deal record, preserving the original venue and hearing location. Pipedrive's activity log captures any follow-up tasks associated with court appearances, and the Deal notes field can hold additional hearing notes or scheduling remarks.

Legal Assistant activities — court dates, depositions, client meetings, filing deadlines — map to Pipedrive Activities. Court dates and filing deadlines map to Tasks with due dates. Client meetings and depositions map to Events with start/end times. Original timestamps and assigned attorneys are preserved. Billable hours logged in Legal Assistant are stored as custom numeric fields on Pipedrive Activities.

Legal Assistant documents attached to matters are downloaded and re-uploaded to the corresponding Pipedrive Deal as file attachments. We preserve the document name, original upload date, and uploader. Pipedrive's file size limit applies (25MB per file). Documents stored in external systems linked from Legal Assistant require separate reference handling.

Legal Assistant invoice and trust account data maps to custom fields on Pipedrive Deals: invoice total (Invoice_Total__c), outstanding balance (Outstanding_Balance__c), billing type (hourly, flat, contingency), and last invoice date. Pipedrive does not generate invoices — these fields serve as reference data; the firm must manage billing through dedicated legal accounting software.

Billable hours logged against a matter in Legal Assistant are stored as custom numeric fields on the corresponding Pipedrive Activity records (Hours_Billed__c, Billing_Rate__c). This preserves the firm's time tracking history within Pipedrive's activity timeline for reference and reporting purposes. Each entry includes the date of service, hours worked, and optional description to allow detailed reporting.

If The Legal Assistant stores intake form responses or client portal data, those map to custom fields on Pipedrive Organization and Person records. We flag any intake-specific fields that have no natural Pipedrive equivalent so the firm can decide whether to create custom fields or exclude the data.

The Legal Assistant's automated alerts — statute of limitations reminders, court date notifications, client birthday emails — do not have Pipedrive equivalents. We export the alert configuration as a reference document. Pipedrive's automation features (available on Advanced plan and above) can recreate deadline-based task reminders, but the logic must be rebuilt manually.