Migration
Import matters, contacts & deadlines
Upload a CSV export from your previous practice management system. DueCounsel will map rows into matters, contacts, and manual deadlines, then keep the original CSV in S3 for audit reference.
CSV structure
The migration file has one header row and supports three record_type values:
record_type = “matter”
- matter_name (required)
- case_number
- client_name / client_email / client_phone
- practice_area, jurisdiction, status
- next_hearing_date (yyyy-mm-dd)
- responsible_advocate_email, responsible_paralegal_email
record_type = “contact”
- contact_name or contact_email (at least one required)
- contact_phone, company, tags, address fields
- linked_matter (must match a matter row)
- contact_role (Client, Opposing Counsel, etc.)
record_type = “deadline”
- linked_matter (required)
- deadline_title
- deadline_type (maps to DueCounsel extraction types)
- deadline_due_date (yyyy-mm-dd)
- deadline_action / deadline_relative_expression
Import rules
- • Matters are matched by matter_name. Existing matters are updated; new names create new matters automatically.
- • Contacts are matched by email. If linked_matter is provided, a Matter → Contact relationship is created with the contact_role.
- • Deadline rows create manual DueCounsel deadlines (extractions) so they appear on calendars and matter timelines.
- • The raw CSV is stored under
s3://tenants/<tenant>/migration-uploadsfor reference. - • Maximum file size: 10 MB. Larger datasets should be split per practice area or per year.
Need help mapping fields? Email support@duecounsel.in.
Recent uploads
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