Migrate from Clio to monday CRM

Clio Contacts map directly to Monday CRM Contacts. Each contact's name, email, phone, and address fields transfer as text and phone columns. Primary Matter associations become a linked Deals column in Monday CRM so the contact record links back to the originating matter item.

Clio Matters are the core entity. We map each Matter to a Monday CRM Item on a dedicated Legal/Client Services board. Matter number, display name, responsible attorney, opposing counsel, and practice area transfer as columns. Matter status (Active, Pending, Closed) becomes a Status column in Monday CRM with custom labels matching Clio's state model.

Clio Bills (invoices) have no Monday CRM equivalent. We create custom columns — Invoice Number, Total Amount, Outstanding Balance, Billing Status — on each Matter item to preserve billing history. Trust account allocations and write-off records become informational notes rather than functional financial records.

Clio time entries (date, duration, billing rate, description) map to Monday CRM Sub-items on the Matter item. Each sub-item carries the date, billable hours, rate, and description as columns. This preserves the full billable-time history without requiring a separate board.

Clio Expenses (vendor, amount, date, category) map to separate sub-items on the Matter item with an Expense label. Each expense sub-item captures the vendor name, expense amount, date incurred, and category as columns. The distinction between non-billable vs. billable expenses is preserved as a checkbox column on the sub-item, allowing your team to filter and report on billable costs directly within Monday CRM.

Monday CRM has no trust accounting mechanism. We preserve Clio trust account balances, total deposits, and total withdrawals as read-only informational columns on each Matter item. Your finance team uses these values to reconcile against your actual trust account ledger in your accounting software post-migration.

Clio custom fields on Contacts — such as referral source, preferred contact method, or bar number for attorney contacts — map to Monday CRM custom columns on the Contact entity. Dropdown custom fields become Monday CRM dropdown columns with the same option values.

Clio custom matter fields — jurisdiction, court level, case number, opposing party — map to Monday CRM columns on the Legal Services board. Date-type custom fields use Monday CRM's Date column, and numeric fields use the Number column with appropriate precision.

Clio documents attached to Matters and Contacts are downloaded and re-uploaded to Monday CRM Files attached to the corresponding item. Each uploaded file preserves its original filename and attaches directly to the Matter or Contact item. Monday CRM's 25MB per-file limit applies — files exceeding this are flagged during the pre-migration audit for splitting into smaller chunks or archiving to external storage with a URL reference column added to the item.

Clio users (attorneys, paralegals, billing staff) are matched to Monday CRM users by email address. This email-based matching ensures each staff member's Clio record connects to their Monday CRM seat when the email addresses align exactly. Active Clio users receive Monday CRM user seats and become assignable on Matter items. Archived or inactive Clio users are not provisioned as active Monday CRM users; instead, their records are captured in a User Audit Log that documents their Clio status and email for reference during post-migration reconciliation.