Migrate from Assembly Trialworks to monday CRM

Each Trialworks case becomes a Monday Item inside a board. We recommend one board per case type (PI, Commercial, Family) so column sets stay relevant. Case metadata (case number, case type, jurisdiction) populates custom columns. The Trialworks case status maps to a Monday status column.

Trialworks parties (plaintiffs, defendants, attorneys, witnesses) migrate as Monday People. Role dropdown column captures the legal role. Multiple parties per case handled via Item-people associations. Contact details (phone, email, address) populate standard Monday person fields. We also migrate any custom party properties as additional columns on the People record, preserving notes fields and relationship hierarchies where the export provides them.

Court dates, filing deadlines, and hearing dates migrate as date columns on the case item. Trialworks' docketing rules (30-day notice periods, response windows) are not carried over — you configure Monday automations to trigger notifications at your chosen lead times. Original event type labels preserved in a text or dropdown column.

Documents linked to Trialworks cases re-upload as Monday file attachments on the corresponding items. File size limits apply (25MB per file on Standard; 100MB on Pro/Enterprise). Inline images in Trialworks notes are extracted and re-hosted. Folder hierarchy flattens — subfolder names appended to filenames for traceability.

Trialworks tasks associated with cases become Monday Items or Subitems on the case board. Task descriptions, due dates, and assignee relationships are preserved. Completed status maps to Monday's Done group. Open tasks surface in the board's default group. Task priority levels map to Monday's priority column when available, and recurring task patterns can be rebuilt as automation triggers in Monday's automation framework post-migration.

Billable expenses and cost entries migrate as number columns on case items or as separate expense items linked to the case. Monday has no native legal billing engine — expenses are reference data in columns, not a billing ledger. Invoicing requires Monday's built-in invoice feature or a separate billing tool.

Trialworks custom case properties (court venue, case value, insurance carrier, adjuster name) become Monday custom columns. Column type chosen based on source data type: text fields → text columns, pick-lists → dropdown columns, dates → date columns, numbers → numbers columns. Each board gets its own column set derived from the case type's property configuration.

Trialworks users matched to Monday users by email address. Unmatched users flagged before migration — your team either creates Monday accounts first or assigns their Trialworks records to a fallback owner. Permissions and access levels are not migrated and must be reconfigured in Monday's workspace settings.

Trialworks case notes migrate as Monday item updates (chronological activity log) or item descriptions depending on content type. Rich-text formatting in Trialworks notes converts to Monday's update format. Timestamps and author attribution preserved where available from the export. Embedded file references in notes are converted to linked attachments, and any note categories or tags from Trialworks map to Monday's tagging system for filtering.

Trialworks Fast Track rules (court-specific deadline calculators) have no Monday CRM equivalent. We export rule definitions and date logic as a reference document. Your team rebuilds automation triggers in Monday using the migrated dates as trigger conditions. FlitStack provides a rebuild guide mapping each Fast Track to Monday automation steps.