Litify to HubSpot
Salesforce-native legal operating platform covering intake, matter management, documents, time and billing, spend management and analytics.
Litify data can move into HubSpot, landing mainly in Sales Hub. 0 of 7 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for Litify
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 10k contacts and intakes
Contacts, companies and intakes only.
Mid migration
10k-100k records
Adds matters as a custom object plus activities.
Large migration
100k+ records with heavy documents
Includes a two-way sync and coexistence with Litify.
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 Litify: what you need to get in, what lands in HubSpot, and what will not.
Salesforce platform APIs (REST, SOAP, Bulk API 2.0, Composite) over Litify managed-package objects; Litify Docrio API for documents
A Connected App and an API-enabled Salesforce/Litify user in the firm's org.
Salesforce admin to create the Connected App and grant object/field read access.
Salesforce per-org daily API limits and governor/bulk limits apply. Exact figures depend on the org's edition.
Choose your route
How will you move the data?
No native connector was found.
- You need: A Connected App and an API-enabled Salesforce/Litify user in the firm's org.
- Permission: Salesforce admin to create the Connected App and grant object/field read access.
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.
- Salesforce reports exported to CSV
- Bulk API extract, one file per object, reassembled on record IDs
- REST API record-level pulls
- Change Data Capture / Platform Events for ongoing sync
Limits: Salesforce per-org daily API limits and governor/bulk limits apply. Exact figures depend on the org's edition.
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: 10-20 weeks, usually phased.
Talk to a partnerWhere each object lands
In Litify
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Client/Party (Account, Contact) | Contacts | partial | Parties and role records must be flattened to contacts, with role kept as a property. |
| Party organizations (Account) | Companies | partial | Move only organizational clients and referral sources. |
| Intake | Deals | partial | Intakes can be pipeline references with the intake ID as a property. Intake questionnaires are firm-specific. |
| Matter | Custom objects | partial | Matters can move as a custom object or as Deals, with the source ID kept. Case management itself is better retained in Litify. |
| Tasks and events / activity history | Tasks | partial | Tasks and events can map to Tasks, Meetings and Notes. Litify activity objects need custom handling. |
| Documents (Salesforce Files / Docrio) | Files | manual | Files are stored as Salesforce Files or in connected storage. Associating them to records needs scripting. |
| Time entries, invoices, expenses, resolutions | Custom objects | no | Billing and trust data should stay in Litify or accounting systems. |
What to expect
These are Salesforce/Litify configuration and are not portable to HubSpot.
These are native to the Litify and Salesforce platform.
Intake questionnaires are tailored per firm.
Case Types and record types are org-specific.
The export is one file per object, joined on IDs.
Run a field and object audit of the org first.
Move only the minimum client and intake fields. Keep case content in Litify.
Use Bulk API 2.0 and batch the extracts.
Resolve IDs at runtime and do not hard-code them.
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.
Access paths (Salesforce APIs, Bulk API, reports) rest on third-party and integrator sources, not Litify or HubSpot docs. Object mapping to HubSpot is analyst inference. No vendor docs or HubSpot connector docs were reached.
Sources
Related migrations
Frequently asked questions
How do I migrate Litify to HubSpot?
1. Decide which objects stay in Litify (matters, billing, documents) and which move. 2. Ask the Salesforce admin to create a Connected App and a read-only API user. 3. Inventory Litify objects and custom fields, including Intake and Matter Case Types. 4. Check the org's daily API capacity against the expected extract volume.
What does not move from Litify to HubSpot?
Litify workflows, matter templates and case plans and Document automation and Litify AI features. Plan to rebuild or retire these.
How long does a Litify to HubSpot migration take?
Small (up to 10k contacts and intakes): 3-5 weeks. Mid (10k-100k records): 6-10 weeks. Large (100k+ records with heavy documents): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from Litify?
A Connected App and an API-enabled Salesforce/Litify user in the firm's org. Salesforce admin to create the Connected App and grant object/field read access.
What compliance issues apply when moving Litify data?
Check: Privileged attorney-client information, Health and medical records (personal injury), Financial/trust accounting data and Minors and vulnerable clients. Agree consent, retention and access rules before exporting.
Moving Litify into HubSpot?
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