Migrate from Traffic Ticket CRM to HighLevel

Traffic Ticket CRM contacts map directly to HighLevel contacts, preserving first name, last name, email, phone, address, and custom properties. The original creation date is stored in a custom date field, and the Traffic Ticket CRM owner maps to the HighLevel assigned user. Custom fields such as driver license number or lead source are recreated on the HighLevel contact, and primary case assignments link to the Case custom object via a relationship field.

Traffic Ticket CRM stores the law firm as a company record with billing address, contact info, and practice-area tags. This maps to HighLevel's Company object. Original ID and creation date are preserved, and the firm’s primary contact becomes the Company contact. Billing address, phone, and website map to Company fields. Practice-area tags become tags on the Company record, and multi-location firms create company records linked by a parent-company custom field.

Traffic Ticket CRM's case object has no HighLevel native equivalent. We create a HighLevel custom object named Case with fields for case number, case type (traffic ticket / criminal defense / mass tort), court jurisdiction, case status, disposition, bond amount, and citation number. Each Case links to the primary Contact (the defendant) and optionally to an Attorney contact.

Traffic Ticket CRM docket entries record court hearing dates, continuances, trial settings, and motion deadlines. These migrate as a separate custom object in HighLevel linked to the Case custom object via a lookup relationship. Each entry carries date, event type, court, judge, and result.

Bond information (amount, type, court, posted date, release date) migrates as a custom object linked to the Case. The original bond ID and creation date are preserved, and the bond owner maps to the HighLevel user assigned to the Case. Each bond record includes fields for bond type (cash, surety, property), posting attorney, and court, and bond status maps to a HighLevel custom pick-list with values matching the source system.

Traffic Ticket CRM invoices with line items, amounts, payment status, and trust account references are mapped to HighLevel's invoice feature if the firm uses HighLevel's payments module, or to a custom Invoice object if the billing data needs full fidelity preserved including aged receivables and trust accounting entries.

Traffic Ticket CRM mailer templates and automated print-mail generation do not map to any HighLevel object. The court-case context that drives mailer content (citation number, court date, plea options) must be rebuilt as HighLevel workflow triggers using custom fields on the Case custom object and HighLevel's email/SMS actions for digital follow-up.

Traffic Ticket CRM's automated court-data-based lead population (citation details, defendant info, court location) migrates as HighLevel contacts with a custom citation field set (citation number, violation type, court jurisdiction, court date). The lead source field is set to 'Court Data' for reporting continuity.

Traffic Ticket CRM staff records (attorney name, bar number, role, email) map to HighLevel users. The staff ID and bar number are stored as custom fields on the HighLevel user record. Role values such as lead attorney, associate, paralegal map to HighLevel permission groups, and inactive staff are set to disabled to avoid orphaned assignments. Unmatched staff are flagged before migration for account creation or reassignment.

Documents attached to cases, contacts, or invoices in Traffic Ticket CRM (PDFs of citations, court notices, contracts) are re-uploaded to HighLevel Files and linked to the corresponding Case or Contact record. File size limits and inline image handling follow HighLevel's file storage constraints.

Traffic Ticket CRM workflow automation rules (case-stage triggers, court-date reminders, status-change notifications) are not data and do not migrate. We export a structured JSON description of each workflow for reference so your team can rebuild them in HighLevel's Workflow Builder, which supports triggers on custom object field changes including Case stage and Docket Entry dates.

Traffic Ticket CRM practice-area tags (e.g., DUI, speeding, criminal defense, mass tort) and case-type labels migrate as HighLevel tags on the Contact and Case object for segmentation, Smart List filtering, and workflow triggers. The original tag names are preserved and each tag is applied to both the Contact and Case records. Tags also appear in HighLevel's reporting and can drive workflow actions based on tag presence.