Lawmatics to HubSpot
CRM and intake platform for law firms covering contacts, matters (prospects/clients), pipelines, automations, forms, scheduling, email/SMS and e-signature.
Lawmatics data can move into HubSpot, landing mainly in Sales Hub. 2 of 10 mapped objects move directly (Contacts (non-client people, referral sources) and Companies); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Lawmatics
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
Up to 5k contacts/matters
CSV-led migration.
Mid migration
5k-50k
API for custom fields and notes.
Large migration
50k+ with files and history
Custom objects and a billing split.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Lawmatics: what you need to get in, what lands in HubSpot, and what will not.
REST (OAuth API v1.x) plus outbound webhooks
API client ID and client secret from a Lawmatics account with Developer Settings enabled.
Account admin access to Settings > Export, and to Developer Settings for API credentials.
Choose your route
How will you move the data?
No native connector was found.
- You need: API client ID and client secret from a Lawmatics account with Developer Settings enabled.
- Permission: Account admin access to Settings > Export, and to Developer Settings for API credentials.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Settings > Export bulk CSV of matters, contacts, companies or clients, including all fields and custom fields
- Custom report export to CSV (very large reports are emailed)
- Per-matter collection export to CSV
- Export Bounces list
- REST API pull of contacts, matters, notes, files, invoices, time entries and more
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Lawmatics
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (non-client people, referral sources) | Contacts | yes | Contact export has contact fields only and no matter fields. |
| Companies | Companies | yes | Separate company export and API endpoint. |
| Matters (prospects, clients, lost leads) | Deals | partial | Matters export includes contact and matter fields. Hired status marks clients. Stage and pipeline mapping needs rebuilding. |
| Notes | Notes | partial | Available via API. Not in the bulk CSV export as far as the docs show. |
| Tasks | Tasks | partial | API endpoints for tasks and task statuses. |
| Events (appointments) | Meetings | partial | API endpoint exists. Reschedules and timezones complicate the move. |
| Files and folders | Files | partial | API endpoints exist. Association to records must be rebuilt. |
| Custom fields | Custom objects | partial | Bulk custom-field export is effectively API-only per a third party. HubSpot properties must be created before import. |
| Collections (per-matter structured data) | Custom objects | manual | Exported one collection at a time as CSV. |
| Invoices, expenses, time entries, transactions | Custom objects | manual | Present in API. Billing is likely to stay in the legal billing system. |
What to expect
Not exposed as exportable data in the docs found. They must be rebuilt in HubSpot.
The API lists Custom Forms, but form definitions do not become HubSpot forms. They must be rebuilt.
Matter stages and practice areas need mapping.
Lawmatics treats matters and contacts as separate exports.
Not data exports.
Scope note: retain case management, time billing and legal documents.
Export Matters (which carries contact and matter columns) and use the API for associations.
Export bounces and unsubscribe status, and map them to HubSpot opt-out properties.
Limit the properties migrated and restrict access in HubSpot.
Use the API with a field selection or the full bulk export.
Run extraction in read-only mode.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths and the API object list are backed by Lawmatics docs. No HubSpot-side doc or native connector was checked. Rate limits, certifications and residency were not found. Object mapping to HubSpot is analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate Lawmatics to HubSpot?
1. Confirm which Lawmatics data stays in the case management and billing system. 2. Run Settings > Export for Matters, Contacts and Companies, and note the record counts. 3. Request API client ID and secret via Developer Settings if notes, files or custom fields are needed. 4. List the matter stages, practice areas and custom fields to map to deal pipelines and HubSpot properties.
What data can move from Lawmatics to HubSpot?
These objects move directly: Contacts (non-client people, referral sources) and Companies. Check the mapping table for partial and manual items.
What does not move from Lawmatics to HubSpot?
Automations, workflows and campaign sequences and Intake forms and e-signature templates. Plan to rebuild or retire these.
How long does a Lawmatics to HubSpot migration take?
Small (Up to 5k contacts/matters): 2-4 weeks. Mid (5k-50k): 4-8 weeks. Large (50k+ with files and history): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Lawmatics?
API client ID and client secret from a Lawmatics account with Developer Settings enabled. Account admin access to Settings > Export, and to Developer Settings for API credentials.
What compliance issues apply when moving Lawmatics data?
Check: Attorney-client privileged information, Possible health data (for example personal injury medical expenses), Possible financial data and Possible data on minors. Agree consent, retention and access rules before exporting.
Moving Lawmatics into HubSpot?
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