Migrate from Aderant Expert Sierra to monday CRM

Aderant Client records map to Monday CRM Companies. Client name, address, phone, and primary contact fields migrate as text and contact columns. Multi-office clients create multiple Company records linked by a parent-company identifier. During migration, we preserve the original client ID as a custom field for traceability and future delta synchronization, and we map the primary contact to a dedicated contact column with fallback to the main company phone number.

Each Aderant Matter becomes a Monday CRM Deal. Matter name and description populate the deal name and description columns. Matter status (Pending, Active, On Hold, Closed) requires value mapping to Monday CRM deal stage columns defined per board. We also preserve the original matter ID as a custom field for traceability and to enable delta synchronization during the cutover window.

Aderant Contact records (attorney, client, opposing counsel) map directly to Monday CRM Contacts. Email, phone, and role fields migrate as standard contact columns. Each contact links to a primary Company record. Additionally, we match contacts to existing Monday CRM users by email address, and any unmatched contacts are flagged for manual review before the migration finalizes.

Aderant time entries become Monday CRM Tasks linked to the parent Matter Deal. Timekeeper name, date, hours, and billing amount transfer as separate columns. Rate information is preserved in a custom Rate field on the task. If the timekeeper email does not resolve to a Monday CRM user, the task is created with a placeholder assignee and flagged for team assignment before go‑live.

Aderant billing records have no Monday CRM equivalent — Monday CRM's invoice module does not support LEDES codes or client trust accounting. We preserve bill headers as a linked document reference or custom text field; the line items are preserved as CSV attachments for manual reference.

Client trust-account balances and ledger entries cannot map to any Monday CRM object. We export trust-account data as a structured reference file and flag that the firm needs an external accounting process or a third-party legal trust module. This reference file includes account numbers, current balances, and transaction histories so the accounting team can reconcile accounts after migration.

Aderant expense entries migrate as sub-items under the parent Matter Deal or as Tasks. Client cost versus firm cost distinctions are preserved in a custom expense-type column with value mapping to Monday CRM status labels. Expense date and amount fields map to standard date and numeric columns, and any unreconciled expenses are flagged for review before finalizing the migration.

Aderant rate tables (attorney rates by matter type, billing tier) have no Monday CRM equivalent. We preserve rate table definitions as a custom multi-select or long-text field on Deals and flag that automation logic for rate application must be rebuilt manually.

Aderant timekeeper records map to Monday CRM Users. Email-based matching assigns the correct Monday CRM user to each time entry and matter. Unmatched timekeepers are flagged for team assignment before the migration commits. Additionally, we store the original timekeeper ID as a custom field on the user profile to maintain audit trail and support future synchronization if the firm adds new timekeepers.

Aderant document links and file attachments reference an external DMS (iManage, NetDocuments). Monday CRM does not host documents natively. We preserve document URLs as a text column on each Matter Deal and recommend reconnecting the DMS integration post-migration. The migration report includes a full list of preserved URLs and their associated deal IDs so the firm can validate link integrity after the DMS reconnection is complete.