Data copied to Contract Management Pro for Legal Service Delivery during migration from Legal Simple Contracts

Release version: Australia

Updated March 12, 2026

4 minutes to read

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Summary of Data Migration to Contract Management Pro for Legal Service Delivery

The migration utility facilitates the transfer of data from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery. This process ensures that essential contract data is accurately reflected in the new system, enhancing the management of legal contracts.

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Key Features

Contract Type Migration: Contract types from Legal Simple Contracts are copied over to the new system, but existing contract types in Contract Management Pro are not duplicated. Changes in the old contract type table post-migration will not reflect in the new system.
Legal Contract Repository Migration: Legal requests in a "Close Complete" state are transferred to the new repository, with specific mapping applied to contract statuses during the migration.
Document Management: Contract documents and revisions are also migrated, with naming conventions ensuring clarity based on contract type and company names.

Key Outcomes

After the migration, customers can expect:

Accurate contract type representation in the new system without duplicates.
Clear mapping of contract statuses to maintain workflow consistency.
Documents and revisions easily accessible with a structured naming convention that aids in identification.
Vendor details populated based on available company information, with guidance for any necessary manual entries.

This migration enhances the efficiency of legal service delivery by ensuring that all relevant data is seamlessly transitioned and organized for ongoing management and use.

A migration utility copies data from Legal Simple Contracts tables to Contract Management Pro for Legal Service Delivery tables.

Table 1. Tables migrated
Legal Simple Contracts tables	Contract Management Pro for Legal Service Delivery tables
Contract type [sn_lg_contracts_type]	Contract type [sn_cm_core_contract_type]
Legal Contract [sn_lg_contracts_repository]	Legal Contracts Repository [sn_lg_cnt_repository]

Contract type table

The contract type table is copied to Contract Management Pro for Legal Service Delivery.

If a contract type already exists in the Contract Management Pro for Legal Service Delivery table, the contract type is not migrated.

After migration, any modification or deletion of the contract type in the Legal Simple Contracts table will not be automatically synced to the Contract Management Pro for Legal Service Delivery table.

Table 2. Data migrated
Contract type [sn_lg_contracts_type]	Contract type [sn_cm_core_contract_type]	Description
Name	Name	Name of the contract type.
Active	Active	State of the contract type.
Domain	Domain	Regional domain.

Legal Contract Repository table

Legal requests for non-disclosure agreement and third-party contract reviews that are in the Close Complete state are copied to Contract Management Pro for Legal Service Delivery.

The following table provides the details of the Legal Simple Contracts data and the corresponding Contract Management Pro for Legal Service Delivery data.

Table 3. Data copied from Legal Contract to Legal Contracts Repository
Legal Contract [sn_lg_contracts_repository]	Legal Contracts Repository [sn_lg_cnt_repository]	Description
Contract Request	Contract Request	Contract request number
Contract Status	State	The state of the request. The mapping between states in the old and new repository. Terminated in the old repository is marked as Cancelled in the new repository. If the start date of the contract is in the past, Amended in the old repository is marked as Active. If the start date of the contract is in the future, Amended in the old repository is marked as Draft. Expired in the old table without dates is marked as Expired in the new table. Expired in the old table with contract start date in the past is marked as Active. Expired in the old table with a contract end date in past is marked as expired. Expired in the old table with a contract start date in future is marked as Draft. Active in the old table with a start date in past is marked as Active. Active in the old table with a start date in the future is marked as Draft. Active in the old table without dates is marked as Active. Canceled in the old repository is marked as Canceled in the new repository.
Number	Legacy Contract	The contract number from Legal Simple Contracts.
Contract Type	Contract Type	Type of contract from Contract Management Pro for Legal Service Delivery table.
Contract Start Date	Starts	Start date of contract
Contract End Date	Ends	End date of contract
Contract Owner	Contract administrator	The administrator of the contract.
Company Name	Company Legal name	The Vendor field is populated based on the availability of Company Name in the Companies [core_company] table. Company name exists. Single match found - Vendor is populated with the company name. Multiple matches found - Vendor field is populated with the Company Legal name. When the contract repository record is opened, a recommendation is displayed to modify the Vendor value manually. New company does not exist in both tables. Single match found- Vendor is populated with the company name. Multiple matches found- Vendor field is not populated and an error is displayed when the record is opened. You can map the value for Vendor manually. When there is no match for vendor field, the company name is copied to company legal name and error is displayed to fill the vendor value.
Company Name	Vendor
Company Address	None	The Company Address is part of the Vendor details.
Country	None	The Country details are part of the Vendor details.
None	Contract type model	Contract model associated with the contract type.

Table 4. Data copied from the Legal Contract table to the Contract Document table
Legal Contract [sn_lg_contracts_repository]	Contract Document [sn_cm_core_document]	Description
None	Name	Name of the document. The name is in the format "<contract type> for <company_name>." If the contract type is empty, the name is in the format "<contract_number> for <company_name>."
External folder URL	URL	URL of the external storage folder.
External folder id	External id	ID of the external storage folder.
External provider	Storage provider	Document storage provider.
Request opened by	Owner	The user who opened the request.
None	Contract type	Contract type corresponding to the record.
None	Default version	Version of the document revision that is marked as Ready.

Table 5. Data copied from the Legal Contract table to the Contract Document Revision table
Legal Contract [sn_lg_contracts_repository]	Contract Document Revision [sn_cm_core_document_revision]	Description
Refer to the newly created document	Document	Revision of the document.
None	Name	Name of the document revision. For external storage: The name is in the format "<contract type> for <company_name>." If the contract type is empty, the name is in the format "<contract_number> for <company_name>." For internal storage: The name is in the format <document_name>.
None	File type	The type of document revision. For external storage, the document revision type is a URL. For internal storage, the document revision type is an attachment.
Signed Contract	URL	The signed contract is available at the external storage URL.
External file ID	External id	ID of the external file.
None	Version state	The document revision number, which is set to 1 initially.
Document	Document	The file in the document field is copied to the newly created revision record.