Migrate from Thomson Reuters Case Center to Nutshell

Case Center party records (individuals named as plaintiffs, defendants, witnesses, or counsel) map directly to Nutshell People. The migration preserves the party's role designation (Plaintiff, Defendant, Witness, etc.) as a custom field on the Person record. Email, phone, and address fields on the party record transfer as direct Person fields. Multiple party roles for the same individual collapse to the most prominent role unless your migration plan specifies multi-role handling.

Case Center parties that are legal entities (corporations, government agencies, law firms listed as parties) map to Nutshell Companies. The organization name maps to the Company name field. Registered address, phone, and domain fields on the party record transfer directly. Law firm parties retain their firm name and contact details as the Company record with a Person record for the associated attorney contact.

Case Center case file records (case number, case title, case type, court jurisdiction, filing date) have no native equivalent in Nutshell's CRM object model. We create a custom field group on the primary Person or Company record linked to the case, mapping each case metadata field as a typed custom field (text, date, or picklist) in Nutshell Settings. A case reference link is stored for traceability.

Case Center document records contain the document filename, original upload date, uploader name, file size, and exhibit status (Filed, Admitted, Withdrawn). We convert these into Nutshell Notes attached to the associated Person or Company record, structured with the document metadata in the note body so it remains searchable. The original upload timestamp and exhibit status are included as formatted text within the note.

Individual exhibit files (PDFs, images, video clips) linked to a party or case in Case Center are exported and re-uploaded as file attachments to the corresponding Person or Company record in Nutshell. Nutshell's 25MB per-file limit applies — files exceeding this threshold are flagged for manual handling and re-upload via alternative storage. Original exhibit labels and descriptions are preserved in the file attachment's name and description field.

Case Center user accounts — attorneys, paralegals, court staff — are exported as Nutshell People records with a 'Source: Case Center User' designation. If the user email matches an existing Nutshell user, the record is linked as the owner. Court staff and judges who will not use Nutshell as a CRM are flagged as 'Do Not Use' contacts for reference only.

Case Center hearing records (hearing date, hearing type, presiding officer, hearing location) have no direct Nutshell equivalent. We create tasks in Nutshell linked to the relevant Person or Company with the hearing details as task name and description. A custom date field captures the scheduled hearing date. Hearing-presentations and courtroom synchronization states do not transfer — these are Case Center-specific capabilities that require manual rebuilding outside Nutshell.

Case Center redaction metadata (redacted terms, redaction labels, redaction rationale) is stored as structured metadata per document. Nutshell has no document-level redaction model. We preserve redaction metadata as a Note attached to the document record in Nutshell, flagging it as 'Redaction metadata — review manually.' The actual redacted file version must be re-exported from Case Center and re-uploaded to the appropriate Nutshell attachment.

Case Center annotation notes (pen notes, hyperlinks, highlight annotations attached to specific document pages) are exportable as structured data. Nutshell file attachments do not support inline annotations. We preserve annotation content as a Note on the Nutshell file attachment record, noting the page reference from Case Center. The annotated version of the file must be re-exported and re-uploaded manually.

Case Center document records may carry custom metadata fields configured by the firm (e.g., Billing Reference, Document Category, Court Filing Number). These map to Nutshell custom fields on the Person or Company record associated with the document. Field type is inferred from the source data type: text fields map to text custom fields, dates map to date custom fields, and picklist values map to Nutshell picklist custom fields.

Case Center links parties to cases with an association record that includes the party's role in that specific case. In Nutshell, a Person linked to a Company via the Person-Company relationship captures the organizational affiliation. The party-role within the case is stored as a custom field on the Person record (e.g., 'Role in Case: Defendant'). Multiple cases per party create multiple Person records or a custom 'Case History' custom field listing all associated case numbers.

Case Center stores audio and video files as hearing recordings or evidence clips. Nutshell supports file attachments but does not host video or audio in a media-player context. We re-upload multimedia files as attachments to the relevant Person or Company record. Files over 25MB are flagged for compression or alternative hosting. Nutshell's Business tier includes call recording and meeting capture features — if the multimedia is call-related, those features must be configured post-migration.