Migrate from CosmoLex to monday CRM

CosmoLex clients map to Monday CRM Contacts for the person and Company Board Items for the firm entity. Primary email and phone map directly; firm name creates a Company Item linked to the Contact. Multi-contact households or client organizations split into separate Contact and Company records.

CosmoLex matters become Board Items in a Practice Matters board. Matter type (Family, Corporate, Criminal) maps to Status column values. Each matter links to its Client Contact via a Connect board column. Sub-matters within a parent matter map to Sub-items under the parent Item.

Time entries become Sub-items under their parent Matter Item. Date column captures entry date, Number column captures hours, and a Text column captures description. Attorney or timekeeper owner maps to an Assigned To column. Billable status maps to a Checkbox column.

Invoices from CosmoLex become Items in a separate Billing board. Invoice number, date, amount, and status map to item columns. The invoice links to the originating Matter Item via a Connect board column. Line items are stored as Sub-items with description and amount.

CosmoLex trust transactions require a dedicated Trust Accounting board because Monday CRM has no native IOLTA module. Each transaction becomes an Item with Date, Transaction Type (deposit/withdrawal/transfer), Amount, Matter Link, and Running Balance columns. Running balance calculated via Formula column.

Documents attached to CosmoLex matters are downloaded and re-uploaded as Monday CRM file attachments on the corresponding Board Item. Original file names and upload timestamps are preserved in the file metadata panel. If a file exceeds Monday's size limit, we split it into smaller parts and note the original file name for reassembly after migration.

Court deadlines, filing dates, and statute of limitations from CosmoLex become Items in a Deadlines board with a Date column and a Connect column linking to the relevant Matter Item. Recurring deadlines are stored as multiple Items or via Timeline column spanning the recurrence period.

CosmoLex billing methods (hourly, flat fee, contingency) map to a Dropdown column on Matter Items. The exact pick-list values are preserved. Hourly rate stored in a Number column; flat fee stored in a separate currency column. If your firm uses hybrid billing, we can add a secondary Number column to capture blended rates for specific matters.

Conflict check history has no direct Monday CRM equivalent. We preserve conflict check results as Items in a Conflicts board with client name, date, parties reviewed, and clearance status. Opposing party information stored in a Text column for reference. Each record includes a link to the related Matter Item for quick navigation.

CosmoLex custom matter fields (jurisdiction, case number, opposing counsel) map to custom columns on the Practice Matters board. Column type selected based on data type: text fields → Text column, dates → Date column, pick-lists → Dropdown column. We also create a Formula column for any computed fields, such as days elapsed since case opening.

Expenses and disbursements become Sub-items under the Matter Item, mirroring the time entry structure. Amount column for cost, Description column for detail, and a Checkbox for client-billable vs. firm-cost flag. If your firm tracks expenses by category, we can add a Dropdown column for expense type and a Number column for tax-deductible amounts.

CosmoLex users and attorneys are matched to Monday CRM users by email address. Active/inactive status in CosmoLex determines access level in Monday CRM. Unmatched users flagged before migration — team invites those users or assigns records to a fallback owner.