Migrate from Aderant Expert to monday CRM

Aderant Client records map directly to Monday CRM Company items using a straightforward one-to-one field mapping. The unique Client ID from Aderant is stored as a Source_System_ID__c custom column on each Company item for full traceability throughout the migration process and to enable delta-run de-duplication when synchronizing incremental record changes after initial migration completion.

Aderant Matter records become Monday CRM Deals with matter_number, responsible_attorney, and billing_arrangement stored as custom columns on each deal item. The Monday CRM Stage pipeline column replaces Aderant's matter status workflow, allowing your team to define custom stages that align with your firm's specific matter lifecycle from intake through closure.

Aderant contact records map directly to Monday CRM Contact items with standard fields like email, phone, job title, and firm-association migrating without transformation. Attorney bar numbers, which have no native Monday CRM equivalent, are stored as a custom text column named Attorney Bar Number on each contact record for regulatory reference and compliance tracking.

Client-side contacts including billing contacts, authorized signatories, and accounts-receivable contacts migrate as Monday CRM Contacts and are linked to the corresponding Company item via the Monday CRM Link to Item column type. This connection preserves the relationship between each contact and their associated client organization, enabling your team to view all contact activity within the client context on the Company board.

Aderant time entries do not map to any native Monday CRM object since Monday lacks a built-in time-tracking entity. FlitStack stores each time entry as a JSON-serialized sub-item or linked item on the corresponding Matter deal item, fully preserving the original entry date, hours logged, billing rate applied, task description, and attorney attribution for complete historical billing records.

Aderant expenses map as Number columns on the Matter deal item with expense type, amount, date, and reimbursable flag stored as separate sub-item records linked to the parent deal. Each expense sub-item preserves the full expense metadata including category classification, client reimbursement status, and any applicable billing codes required for accurate cost recovery tracking on the matter.

Monday CRM has no trust-account entity. FlitStack exports the full trust ledger as a reference CSV and creates a separate read-only Monday board with ledger rows — actual trust accounting must be handled in a dedicated legal accounting tool post-migration.

Aderant billing_arrangement values including hourly, fixed-fee, contingency, and hybrid fee arrangements along with per-attorney rate schedules migrate as custom Select and Number columns on each Matter deal item. Historical rate data is fully preserved within these custom columns for reference, allowing your team to review original billing agreements and attorney compensation structures at any point after migration completion.

Client-specific eBilling guidelines stored in Aderant are exported as a structured CSV file containing all billing rule definitions, line-item disallowances, and rate caps. Monday CRM has no native eBilling guideline entity — FlitStack delivers the complete guideline CSV for your billing team to review and manually recreate notification rules, approval triggers, and compliance alerts using Monday Automations.

Aderant conflict-check records have no Monday CRM equivalent since Monday lacks a native conflict-of-interest checking module. FlitStack exports the complete conflict search history including client names searched, date of search, and results as a reference CSV file. Firms must manage future conflict checks through Monday CRM's built-in tools if available, or through a dedicated third-party conflicts service after migration.

Aderant document links and attachments are re-uploaded to Monday CRM Files and connected to the corresponding Matter deal item for centralized document access. File size and format limits from Monday.com apply to all uploaded documents — any documents exceeding the platform's size thresholds or unsupported formats are flagged during the pre-migration audit phase, allowing your team to address compatibility issues before the migration window opens.

Aderant parent matters with associated sub-matters map as parent Monday CRM deal items with nested sub-items representing each child matter. Each sub-matter carries its own complete billing column set including arrangement type, hourly rate, and expense tracking. Your team decides how deeply to nest in Monday's sub-item structure based on your specific reporting needs and preference for granular versus consolidated matter views.