Migrate from Aderant Milana to monday CRM

Milana matters map to Monday Deals directly. Deal Name becomes the matter title, and Deal Value can pull from billing amount if available. Monday's Deal entity supports custom columns for jurisdiction, opposing counsel, and case type — these map from Milana matter custom fields.

Milana party records with role 'Client' or 'Plaintiff/Defendant' map to Monday Contacts. FlitStack matches on email address as the unique key. Contacts without email are imported with name and phone only; duplicate detection runs against existing Monday Contact records by name + company match.

Milana's attorney assignments per matter map to Monday Deal owners. If the attorney email matches a Monday user, the Deal Owner is assigned directly. If no match, the assignment is stored in a custom 'Originating_Attorney__c' text column for reference. For future reporting.

Milana calendar entries — court dates, filing deadlines, hearing dates — map to Monday Items on a dedicated Calendar board. The Date column holds the deadline; the Status column reflects milestone status. Jurisdiction is stored in a dropdown column sourced from Milana's court rules field.

Milana documents linked to matters are re-uploaded as Monday Files. File size limits apply (Standard plan: 250MB/file; Enterprise: 5GB/file). FlitStack preserves the document name, upload date, and the Matter Name it was attached to for traceability in Monday. And integrity.

Milana's court rules engine calculates deadlines automatically based on jurisdiction and filing type. Monday has no native rules engine. FlitStack exports the rule logic as a reference document so your Monday admin can rebuild deadline-triggered Automations in Monday's no-code recipe builder.

Milana time entries and billing records are aggregated by matter and stored as a custom currency column (Billed_to_Date__c) on the Monday Deal. Detailed time-entry records require a separate board or subitem structure if granular billing tracking is needed in Monday.

Milana custom fields on matters (e.g., 'Case Classification', 'Insurance Carrier', 'Venue') map to Monday custom columns. Column type is matched by data type: text fields become Text columns, dates become Date columns, pick-lists become Dropdown columns. Value-mapping is applied for pick-list fields with specific allowed values.

Opposing counsel records from Milana are imported as Monday Contacts with a 'Role' custom field set to 'Opposing Counsel'. They are associated to relevant Deals via the Deal's Contact column or a dedicated relation column, so your team can see opposing parties at a glance.

Milana trust account balances and IOLTA tracking have no Monday CRM equivalent. FlitStack preserves the last-known trust balance as a read-only custom column on the Contact or Deal for reference. Actual trust accounting must remain in Milana or a dedicated legal accounting tool.

Milana staff records are matched to Monday users by email. If a Milana user has no Monday account, they are flagged as an unmapped owner. Monday user permissions (Admin, Member, Viewer) are assigned based on Milana's role field — your Monday admin confirms the mapping before migration commits.

Individual court appearances and filings stored as sub-records in Milana become Subitems on the Calendar board Item in Monday. Subitem columns include Appearance Type, Court, Judge, and Outcome — all mapped from Milana's filing record fields. For comprehensive case documentation.