Migrate from Time Matters(r) to Salesforce Sales Cloud

Time Matters Contact records map directly to Salesforce Contact. The AccountId lookup requires that the firm (for attorney contacts) or client organization (for matter contacts) is loaded first. Unmatched firm names create a default 'Firm Unassigned' Account. Time Matters contact-type flags (Client, Opposing Counsel, Vendor) become custom pick-list values on a Contact_Type__c custom field.

Time Matters stores firm and organization names alongside contacts. These map to Salesforce Account records. Law firm name, office address, and bar number fields from Time Matters become custom fields on the Account object (Firm_Name__c, Bar_Number__c). Multi-office firms where Time Matters stores one record per office collapse to one Account with multiple Account Contact Relations.

Time Matters Matter records have no native Salesforce equivalent. FlitStack AI creates a custom Matter__c object in Salesforce with fields mirroring the source schema: Matter_Number__c, Matter_Title__c, Description__c, Status__c, Practice_Area__c, Responsible_Attorney__c, Client_Name__c, Open_Date__c, Close_Date__c, Billing_Method__c, Matter_Object_ID__c for traceability. The custom object is deployed via Salesforce Metadata API before data loading begins.

Time Matters allows a contact to link to N matters and a matter to have N contacts via the MATTERCONTACT join table. This N-to-N relationship requires a custom junction object (Contact_Matter_Junction__c) with lookup fields to both Contact and Matter__c, plus a Role__c pick-list field preserving the Time Matters contact role on that matter. Loading requires both parent records to exist first — Matter__c and Contact — before the junction table loads.

Time Matters Events (calendar entries, depositions, hearings, filing deadlines) map to Salesforce Event records. The Subject, StartDateTime, EndDateTime, Description, and IsAllDayEvent fields carry over directly. Events linked to a Matter via MATTERCONTACT get the Matter__c lookup populated through the junction record. Original create timestamps and created-by users are preserved as custom fields (Original_Create_Date__c, Created_By_User__c).

Time Matters ToDo records map to Salesforce Task. Subject, Status, Priority, ActivityDate (due date), and Description migrate directly. Open todos preserve their original created date in Original_Create_Date__c. Tasks linked to a matter carry the Matter__c lookup through the junction table. Completed vs. open status maps via a value-mapping table (Open=Not Started, Completed=Completed in Salesforce).

Time Matters Notes migrate as Salesforce Notes. The Note Title maps from Time Matters' subject or first-line text, and Body carries the full note content. Notes are linked to their parent Contact or Matter__c record by lookup. If Time Matters notes contain embedded file references, those references are stored as Note_Attachment_URL__c custom fields pointing to the re-uploaded Salesforce Files location.

Time Matters stores document paths and file references linked to matters and contacts. FlitStack AI extracts the referenced documents from the firm's file server (via the export), re-uploads them to Salesforce Files, and stores the ContentDocumentId and link URL in a Document_Reference__c field on the associated Matter__c or Contact record.

Time Matters time and expense records track billable hours, rates, and expense amounts per matter. These have no Salesforce standard equivalent. FlitStack AI creates TimeEntry__c and Expense__c custom objects with fields: Entry_Date__c, Hours__c, Rate__c, Amount__c, Description__c, Billable__c, and a lookup to the associated Matter__c record. Default billing rates and invoice templates do not carry over.

Time Matters generates invoices tied to matter billing entries. These map to a custom Invoice__c object with Invoice_Number__c, Invoice_Date__c, Total_Amount__c, Status__c, and a lookup to the associated Matter__c. Invoice templates and billing rules must be rebuilt in Salesforce CPQ or Financial Services Cloud after migration.

Time Matters workflow rules, internal triggers, task automation, and deadline-based alerts do not have a Salesforce equivalent and cannot be migrated. FlitStack AI exports the Time Matters workflow definitions as a reference document (PDF or Word) that your Salesforce admin can use to rebuild equivalent automation in Salesforce Flow or Apex triggers.

Time Matters document merge templates are stored as .dot or proprietary template files tied to specific matter types. These cannot be imported into Salesforce. FlitStack exports them as reference documents. Firms typically rebuild document generation using Salesforce CPQ, Conga Composer, or Drawloop after migration.