Migrate from Actionstep to monday CRM

Actionstep matters are the top-level record for every case or project. Each matter becomes a deal item in Monday CRM's Pipeline board. Matter number, name, type, status, open/close date, responsible attorney, and billing summary map to corresponding deal columns. Monday's deal amount field carries the matter's estimated value or billing total.

Actionstep matter types (e.g., Family Law, Civil Litigation, Corporate) define the practice area. FlitStack creates separate Monday boards per matter type or maps types to pipeline stages — whichever matches the firm's CRM structure. Each board gets its own column set derived from the corresponding data collection.

Actionstep participants carry a type (Client, Opposing Counsel, Expert Witness, Mediator, etc.) linked to a matter. Monday CRM has no native role label on the contact record. FlitStack migrates the contact to Monday People and stores the role as a text or multi-select column. Clients map to the primary contact on the deal; other roles appear in a linked items or related contacts column.

Actionstep data collections group fields by matter type — the same field name can have different pick-list options per collection. FlitStack translates each data collection into a set of Monday columns scoped to the board representing that matter type. Multi-select values in Actionstep map to Monday multi-select or status columns. Date fields map to Monday date columns with original timestamps preserved.

Street address, email, phone, and mobile from Actionstep participants map directly to Monday Person contact fields. Actionstep allows multiple addresses per participant; the primary address maps to the main contact card and additional addresses are stored in a custom text column.

Documents attached to Actionstep matters export from Actionstep storage and re-upload to the corresponding Monday deal item. File name, version, and upload date are preserved as metadata. Monday's Pro and Enterprise plans allow 250MB per file — documents exceeding this are flagged and split or compressed before re-upload.

Actionstep notes attached to matters are migrated as Monday updates on the deal item. Timestamps and author information are preserved in the update attribution. For long activity histories, FlitStack can also create a sub-board or linked item for chronological log preservation.

Actionstep step templates define a sequential workflow for a matter type. Monday has no native step template equivalent. FlitStack maps the most recent completed step to a status column value on the deal item. The step history is preserved as a custom text or subitem log. The workflow logic itself must be rebuilt as Monday automations post-migration.

Actionstep trust accounting ledgers have no Monday CRM equivalent. FlitStack exports trust transactions as a custom board (Trust Ledger board) with columns for transaction type, amount, date, matter link, and running balance. Reconciliation against the trust account must be completed by the firm's accounting team before migration cutover.

Any custom fields added to participant records in Actionstep (e.g., bar number for attorneys, referral source for clients) map to Monday custom columns on the Person record. These require FlitStack to create the columns in Monday before the migration run.

Actionstep generates invoices and tracks billable time tied to matters. Monday CRM does not have native billing. FlitStack preserves invoice numbers, amounts, and payment status as columns on the deal item. The billing logic and time tracking must be rebuilt in Monday via integration with an accounting tool.

Actionstep staff accounts map to Monday team members by email match. Responsible attorney and paralegal assignments on matters become the owner or assigned-to value on Monday deal items. Unmatched staff accounts are flagged before migration for manual resolution. This ensures proper attribution of work and maintains accountability chains across all migrated matters.