Migrate from CASEpeer to monday CRM

CASEpeer client records (name, email, phone, address) map directly to Monday Contacts. CASEpeer stores client date of birth and case involvement type as custom fields — those migrate as Contact-level columns in Monday. Clients without a linked case become standalone Contacts in Monday, preserving the complete contact record for future reference or outreach. All standard contact fields transfer without transformation; custom fields receive appropriate Monday column types based on their data shape.

Each CASEpeer case becomes one Item in a Monday Cases board. The Item's primary Name column receives the case number or case caption. Case status (Intake, Open, Pending, Closed) maps to a Monday Status column with matching option values. All custom intake fields become additional columns on the board.

CASEpeer supports multiple case types (e.g., Auto Accident, Medical Malpractice, Slip and Fall). Each case type can have a distinct custom intake form. FlitStack creates a Monday board per case type OR uses a single board with Status-grouped views — your team's preference drives the architecture.

CASEpeer stores defendant names, opposing counsel, witnesses, and medical provider contacts. These map to Monday Contacts. If the contact is specific to one case, FlitStack links them as a Subitem on that case's Item so the relationship is visible without duplicating the Contact record.

CASEpeer custom intake fields are per-case-type — each field's data type (text, number, date, picklist) determines the Monday column type. Picklist fields create a Monday Status or Dropdown column with the same options. Fields unique to one case type create board-specific columns — shared fields across types are surfaced as shared columns.

CASEpeer file attachments (pleadings, medical records, correspondence) are exported from the CASEpeer document store and re-uploaded as Monday Files attached to the corresponding case Item. Original filenames and upload timestamps are preserved. Dropbox folder structure does not transfer — files land in Monday's file attachment panel per item.

CASEpeer court dates, filing deadlines, and medical appointment dates map to Monday Date columns on the case Item. Recurring or multi-event dates (e.g., discovery deadlines, deposition schedule) may be represented as Subitems with their own date and status columns so each milestone is individually trackable.

CASEpeer associates a responsible attorney and supporting staff with each case. FlitStack resolves each CASEpeer user by email against Monday workspace members and assigns them via a Person column. If a CASEpeer user has no Monday account, their name is stored as a Text column so the assignment is not lost — your team invites them before or after migration.

CASEpeer case notes (attorney notes, paralegal updates) map to Monday Updates on the case Item. If a note has a timestamp and author, those are preserved in the Update attribution. High-frequency notes may alternatively be stored in a Long Text column for quick scan-viewing.

CASEpeer stores insurer name, policy number, and lien holder information as case-level properties. These map to Monday Text and Number columns on the case Item. Monetary fields such as policy limits, lien amounts, and insurance reserves use Number columns with currency formatting applied for consistent display. Lien holder names and addresses use Text columns. This mapping preserves the complete insurance and lien picture for each case within Monday's case Item.

CASEpeer tracks settlement amounts, costs advanced, and net recovery. These numeric fields map to Monday Number columns — formatted for currency on the board view. Case close date maps to a separate Date column so closed cases can be filtered by settlement period.

CASEpeer intake leads that have not yet converted to formal cases are stored as Contacts with a 'Lead' case-type designation. In Monday, these land as Items on a separate Leads board OR as Contacts with a Status column set to 'Lead'. Once a case is formally opened, the Item is moved or copied to the Cases board.