Migrate from Clarra to monday CRM

Clarra parties — individuals linked to matters as plaintiffs, defendants, contacts, or witnesses — map to Monday CRM People. Each party becomes a Person record with name, email, phone, and company links. Multi-party matter relationships are preserved via Deal contact associations.

Clarra matters become Monday CRM Deals representing the client engagement. Matter name maps to Deal name, matter status maps to Deal stage (using Monday CRM Status column), and the primary responsible attorney becomes the Deal owner. Matter-specific fields migrate as custom columns on the Deal board.

Clarra calendar events — hearings, depositions, deadlines, client meetings — map to Monday CRM's native Calendar view or as items on a dedicated Activities board. Original start/end timestamps and event type are preserved as columns. Linked matter/event relationships become board item connections.

Clarra documents attached to matters re-upload to Monday CRM as Files linked to the corresponding Deal or Person record. File size limits follow Monday CRM's storage配额 per plan. Inline document metadata (version, author, date) becomes column data on the file record.

Clarra timekeeping entries — hours, billing rate, attorney, matter link — do not map to a native Monday CRM object. We create a Time Tracking board where each entry is an item linking to the associated Deal. Billable/non-billable flags become Status columns. Time totals can roll up using Monday CRM's formula columns.

Clarra custom properties on matters — jurisdiction, case type, insurance carrier, injury type — migrate as Monday CRM custom columns on the Deals board. Column type selection matches the property type (Text, Number, Date, Status). Multi-select properties become Monday CRM Status columns with the same option set.

Party-level custom properties in Clarra such as bar number for attorneys, opposing counsel information, client referral source, or billing group are mapped to custom columns on the Monday CRM People board. The column type matches the original data type, while role classifications like plaintiff attorney, defendant counsel, or co‑counsel become custom Status columns, enabling segmentation and filtered views across the client roster.

Clarra's granular roles-based access with 100+ permissions and field-level visibility has no direct Monday CRM equivalent. Monday CRM uses workspace-level permissions and board-level access controls (Admin, Editor, Viewer). We document the Clarra permission structure for manual recreation as Monday CRM workspace roles.

Clarra's docketing automation — including automatic deadline calculation, escalation triggers, rule‑based alerts, and conditional notifications — does not migrate to Monday CRM. We export a reference document listing automation rules, their conditions, and actions. The Monday CRM automation recipes must be built manually in the trigger‑action framework, mapping Clarra’s event logic to board triggers such as status changes or date columns, which typically requires 2–4 weeks of effort for setups.

Clarra's matter-level audit trail — tracking who changed what and when — exports as structured records. In Monday CRM, the built‑in Activity Log captures item‑level changes. We map each Clarra audit entry to an Activity Log item, preserving the user, timestamp, and action, and linking it to the corresponding Deal for traceability. This mapping supports compliance reviews and enables historical reporting within Monday CRM.

Clarra billing entries (invoices, payments, adjustments) link to matters and parties. Monday CRM has no native billing module. We create a Billing board with invoice items linked to Deals, using Status columns for payment state (Pending, Paid, Overdue) and formula columns for balance calculations.

Clarra allows multiple party types per matter (opposing counsel, co-counsel, expert witnesses). Monday CRM People don't natively support role-based categorization. We create a 'Party Role' Status column on the People board and optionally a separate Parties board for complex role tracking, merging Clarra party types into the chosen structure.