Migrate from The Plaintiff to Odoo CRM

Every party record in The Plaintiff — Plaintiff, Defendant, Expert Witness, Insurance Carrier — migrates to an Odoo Contact. Odoo stores contacts in res.partner with name, email, phone, and address fields. For parties without an email address, Odoo allows contact creation with name only; a placeholder email avoids constraint errors during import.

Prospective parties (prospective plaintiffs, leads from intake forms) that are not yet formally part of an active case route to Odoo CRM Lead. Odoo crm.lead object stores name, contact details, source, and medium. These leads can be converted to Contacts + Opportunities when a case is formally opened.

The Plaintiff Case record maps to an Odoo Opportunity (crm.lead in opportunity mode). The case number becomes the Opportunity name; case value maps to Expected Revenue. Odoo stores the case status in stage_id, probability in probability, and the case type or practice area in type_id or a custom selection field.

The Plaintiff's case-type pick-list (e.g., Personal Injury, Commercial Litigation, Family Law) maps to Odoo's Opportunity Type field. A parallel tag (e.g., #PersonalInjury, #CommercialLitigation) is added to the opportunity record for filtering and segmentation across Odoo's tag-based reporting. The tags are applied automatically during import and can be filtered in Odoo reports for case-type breakdowns.

Odoo has no native statute-of-limitations field. We create a custom date field (x_statuory_limit) on crm.lead in Odoo Studio or via the ORM before migration. The original statute-of-limitations date from The Plaintiff is preserved in this field for deadline tracking and automated reminder workflows.

Court name, jurisdiction, and judge assignment from The Plaintiff are stored as a custom char field (x_court_venue) and a tag (e.g., #SuperiorCourt) on the Odoo opportunity. Tags enable Odoo reporting by court or jurisdiction across the entire pipeline. The custom field is searchable in Odoo filters and forms, while the tag provides a quick visual indicator for case location.

The attorney assigned to a case in The Plaintiff maps to the user_id (Salesperson) field on the Odoo opportunity. Owner resolution is done by email match — Odoo must have a user record for each attorney before migration. Unmatched attorneys are flagged for team setup before the run commits.

The Plaintiff activity records — logged calls, emails, and case notes — migrate as mail.message records in Odoo, attached to the parent contact or opportunity. Timestamps, author (attorney), and body content are preserved. Odoo activity subtypes (call, email, meeting) map from the source activity type.

Documents attached to case files in The Plaintiff are re-uploaded to Odoo's ir.attachment table, linked to the corresponding opportunity record. If the Odoo Documents app is installed, files are also indexed in Documents for searchability. File size limits (default 25MB per file in Odoo) are respected; oversized files are flagged for manual handling.

The Plaintiff's Expert Witness roster is a common custom object. In Odoo, expert witnesses are stored as Contacts with a role tag (e.g., #ExpertWitness) and a custom selection field for expertise area. The roster relationship to the case is preserved via the tag and an optional x_expert_case_rel custom char field on the contact.

The Plaintiff settlement value and outcome date map to custom fields (x_settlement_value, x_outcome_date) on the Odoo opportunity. When the case is marked Won or Lost, the Odoo stage change captures the outcome; settlement value is reported in Odoo custom dashboards built from these fields.

Insurance carrier contacts from The Plaintiff migrate as Odoo Contacts with the #InsuranceCarrier tag. Carrier-specific fields (policy number, adjuster name) map to custom fields on the contact record, preserving the carrier relationship for subrogation and billing workflows. These custom fields are created in Odoo Studio or via the ORM before migration, and they can be used in Odoo reports for carrier performance analysis.